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  1. In CMS, go to Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).

  2. Click New.

  3. Set values (fields not listed here can be left blank):
      • Questionnaire Code - a unique identifying code
      • Questionnaire Description - a brief description of the questionnaire
      • Spam Validation - tick this box to enable Captcha functionality for anti-spam

      • Attachment Upload - tick to allow the user to attach files on submit. (File types specified in Questionaire Widget)

        Info
        titleDigital Signature

        For versions (Versions 4.36+, a form can require a signature. To display 37+)

        Forms can accept  digital signatures. To insert a mandatory Signature input box, tick Requires Signature. Signature field labels are can be edited in the Questionaire Widget. 



  4. To save, click OK.

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Tip
titlePro Tip

Make your customers' lives easier by prefilling some of the questionnaire fields for them!

From version 3.92+, you can pre-populate fields based on customer/user data, or page parameters. Examples: Name and Company Name (for logged in users), or Product Code (in a stock enquiry form on a product detail page).


Here's a quick how-to:

  1. Find your questionnaire fields. Go to Advanced Content → Questionnaire Group Maintenance.
  2. Select your questionnaire and click the 'Questions' link. The field name of each questionnaire field is displayed. Take notes (or a screenshot!).
  3. Go to Advanced Content → Questionnaire Field Maintenance.
  4. Search for the field to prefill and click Modify.

  5. Enter the value in Token to Prepopulate.

    Field to PrefillToken
    User NameUser.FirstName,User.Surname
    Company NameCustomer.Name
    Email AddressUser.EmailAddress
    PhoneUser.PhoneNumber


  6. To save, click OK.
  7. Click the RefreshDictionary link to update the questionnaire.
  8. Repeat for another field.
     


If you don't see the token you're after, contact Commerce Vision.

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