Questionnaires are a flexible way to create and present forms and collect user information. Some common uses include:
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Widget-based questionaire and form system that is easy to configure. Add captcha for validation or require a digital signature (4.36+). |
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:
- In CMS, go to Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
- Click New.
- 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)
For versions 4.36+, a form can require a signature. To display a mandatory Signature box, tick Requires Signature. Signature field labels are edited in the Questionaire Widget.
- To save, click OK.
- In the Questionnaire selected, click Questions.
- Click New.
- Select a question from the Question Code drop-down.
- Assign a number for ordering of questions on the page.
- Click OK.
- Repeat as needed until all question fields have been added to the questionnaire.
- Click Refresh Dictionary.
If the Question you require does not appear in the Question Code drop-down, new questions can be added by following these steps:
- Go 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 save.
Questions created here are now available for use in any Questionnaire.
This example uses an existing custom page.
- Go to Content → Custom Pages.
- Click Design on the selected Custom Page. (NOTE - If the 'Design' button is not there, your page is not widget-based. It will need to be converted via page Options.)
- Click Add Widget.
- Add the Questionnaire widget.
- Click Edit for the widget.
- Configure options. See: Questionnaire Widget.
- Click Save.
- Navigate to the custom page and view your new questionnaire!
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:
If you don't see the token you're after, contact Commerce Vision. |
Create forms include Contact Us, Returns, Warranties and Feedback. |
Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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