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Overview

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BPD Questionnaires

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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:

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Step-by-step guide

1. Create the

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Questionnaire 

1. In CMS, go to Content → Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
   
Click '
2. 
   
3. Click New
'
4. .
   
   
5. Set
the
6. values
as follows
7. (fields not listed here
may
8. 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

9. • • to allow the user to attach files on submit. (

file

10. • • File types

will be

11. • • specified in

the widget
12. Add Questions: 
13. With the relevant Questionnaire selected, click 'Questions'. 
14. Click 'New'.
15. Select a question from the 'Question Code' drop-down.
16. Assign a numeric sequence.
Click 'OK' to add

• • Questionaire Widget)

17. Click 'OK' to save. 
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18. • • 
        

    • • Image Added

        NOTE:

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

        
        
        

19. To save, click OK.
    
    

2. Add Questions

1. In the Questionnaire selected, click Questions. 
   
   
2. Click New.
   
   
3. Select a question from the Question Code drop-down.
   
   
4. Assign a number for ordering of questions on the page.
   
   
5. Click OK.
   
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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

to save.

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

 Place & configure the Widget
(in this example we'll use

To make sure saved changes appear on your site, click Refresh Dictionary.

3. Add the Questionnaire Widget and configure settings 

This example uses an existing custom page

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.

1. Navigate Go to Content  → Content --> → Custom Pages. 
   
   
2. Click 'Design' 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 '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 options.
   Image Removed. See: Questionnaire Widget.
    
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

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