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Overview

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This guide will cover how to create and implement a Questionnaire in BPD sites on version 3.78+.

There are 3 overall steps in the process:

1. Create the Questionnaire
2. Add Questions
3. Place & configure the Widget

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Step-by-step guide

1. Create the Questionnaire 

1. In CMS, navigate go to Content → Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
   
   
2. Click New.
   
   
3. Set the Set values as follows (fields not listed here may can be left blank):
   • • Questionnaire Code - a unique identifying code for the questionnaire
     • Questionnaire Description - a brief description of the questionnaire
     • Spam Validation - tick this box to enable Captcha functionality for anti-spam

     • Attachment Upload - tick

       this box

       to allow the user to attach files on submit. (

       file

       File types

       will be

       specified in Questionaire Widget)

       
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       NOTE:

       For the 'Send To End User' setting on the questionnaire widget to work (below)

       
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   Click OK to save your changes

   • • , you need to define which field, from the Field for users email Address (above) on the questionnaire.

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       Example: If you setup a questionnaire which has the following fields in it

       Email Address, Contact Name, Contact Surname and Phone Number.  You would choose Email Address from the Field for users email Address so that the user gets a copy of the form they filled in.

       Info
       title Digital Signature
       (Versions 4.37+) Forms can accept  digital signatures. To insert a mandatory Signature input box, tick Requires Signature. Signature field labels can be edited in the Questionaire Widget.  Image Added

       
       
       

4. To save, click OK.
   
   

2. Add Questions

1. In the relevant the Questionnaire selected, click Questions. 
   
   
2. Click New.
   
   
3. Select a question from the Question Code drop-down.
   Assign a
   
4. numeric sequenceAssign a number for ordering of questions on the page.
   
   
5. Click OK to add.
   
    
6. Repeat as needed until all question fields have been added to the questionnaire.  
   
   
7. Click To make sure saved changes appear on your site, click Refresh Dictionary.

 

Tip

If the Question question you require does want is not appear in the Question Code drop-down, new questions can be added by following create it with these steps: Navigate Go to Content → Advanced Content → Questionnaire Field Maintenance (/QuestionMaintenance.aspx). Click New. Set the values as follows: Question Code - a unique code (with no spaces) to easily identify this question for selection later on Question Text - the question prompt which will be displayed to the user Sequence - determines the order in which the question appears in the maintenance screen. This will default to the next available sequence number, but can be overwritten Answer Format - the required format for responses to this question (e.g. Short Text, Number, Tickbox, etc) If you selected the List, Radio Button or Check List data type: Image Added Lookup: Add a value separated by a semi-colon. Example: Mrs;Ms;Mr;Miss   Length - the number of characters the field is to be restricted to (if applicable) Required - tick this box if this question is to be mandatory Help - enter tooltip text here - either a further explanation or example; anything which might assist the user in completing the questionnaire Hidden - tick this box if the question should NOT appear on the questionnaire (used to render hidden HTML elements on a questionnaire page) Click OK to save. Questions created here will now be available for use in any Questionnaire To make sure saved changes appear on your site, click Refresh Dictionary.

3. Add the Questionnaire Widget and

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configure settings 

This example uses an existing custom page.

1. Navigate to Go to Content  → Content → Custom Pages.
   
   
2.  Click Click Design on on the required selected Custom Page. (Note - if there is no NOTE - If the 'Design' button is not there, your page is not widget-based and . It will need to be converted via page Options.)
   
   
3. Click Add Widget.
   
   
4. Add the Questionnaire widget. 
   
   
5. Click Edit for the widget. 
   
   
6. Configure options as required. See the : Questionnaire Widget help for assistance.
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7. Click Save.
   
   
8. Navigate to the custom page and view your new questionnaire! 
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Additional Information

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Related help

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