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Overview

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

Step-by-step guide

1. Create the

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Questionnaire 

1. In CMS, navigate to Advanced Content
-->
2. → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
   
Click '
3. 
   
4. Click New
'
5. .
   
Set the
6. 
   
7. Set the values as follows (fields not listed here may 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 this box to allow the user to attach files on submit (file types will be specified in the widget)
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8. Click
'
9. OK
'
10. to save your changes.
 
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12. 
    

2. Add Questions

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1. In the relevant Questionnaire selected, click 'Questions'. 
   Click '
   
2. Click New'.
   
   
3. Select a Select a question from the 'Question Code' drop drop-down.
   
   
4. Assign a Assign a numeric sequence.
   Click
   
5. 'Click OK' to  to add.
   
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6. Repeat as needed until all question fields have been added to the questionnaire.  
   
   
7. Click 'Click Refresh Dictionary'.
    

Tip
If the Question you require does not appear in the Question Code drop-down, new questions can be added by following these steps: Navigate to Advanced Content

-->

→ Questionnaire Field Maintenance (/QuestionMaintenance.aspx). Click

'

New

'

. Set the values as follows: Question Code - a unique code 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) 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

to save. Questions created here will now be available for use in any Questionnaire.

 Place & configure the Widget
(in

3. Add the Questionaire Widget and Configure Settings 

In this example we'll use an existing custom page

...

.

1. Navigate to to Content --> → Custom Pages. 
   
   
2. Click ' Click Design' on  on the required Custom Page. (Note - if there is no 'Design' button, your page is not widget-based and will need to be converted via page Options.)
   
   
3. Click 'Click Add Widget'.
   
   
4. Search for and add Add the Questionnaire widget. 
   Click
   
5. 'Click Edit' on for the widget. 
   
   
6. Configure options as required. Refer to the widget documentation for a detailed explanation of all optionsSee the Questionaire Widget help page for assistance.
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7. Click 'Save'.
   
   
8. Navigate to the custom the custom page and view your new questionnaire! 
   
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Additional Information

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Related help