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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:
- In CMS, navigate to Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
- Click New.
- 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)
- Click OK to save your changes.
- In the relevant Questionnaire selected, click Questions.
- Click New.
- Select a question from the Question Code drop-down.
- Assign a numeric sequence.
- Click OK to add.
- 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:
- 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 save.
Questions created here will now be available for use in any Questionnaire.
In this example we'll use an existing custom page.
- Navigate to Content → Custom Pages.
- Click Design 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.)
- Click Add Widget.
- Add the Questionnaire widget.
- Click Edit for the widget.
- Configure options as required. See the Questionaire Widget help page for assistance.
- 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 have the ability to pre-populate fields based on customer/user data, or page parameters. For example, Name and Company Name (for logged in users), or Product Code (if the form is 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 our friendly Support team for assistance. |
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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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Ballpark Hours From CV (if opting for CV to complete self config component) |
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Ballpark Hours From CV (in addition to any self config required) |
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Third Party Costs |
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CMS Category |
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