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Fine-tuning your questionnaire

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Refine the way that your questionnaire displays questions and evaluates answers to ensure that you collect valid information in a case. For example, you can define conditions for displaying a question or a question page, validate the answers that the users provide, and define the run-time order of the questions in your questionnaire.

Use the following techniques to fine-tune your questionnaire:

  • Making a question required in a questionnaire

    Make a question required to ensure that your questionnaire collects complete information. For example, in a questionnaire about the service at a hotel, if a customer rates service as poor, then a field for additional comments is required.

  • Conditionally displaying a question in a questionnaire

    Define conditions to ensure that your questionnaire displays relevant questions, based on the context of the questionnaire participant. For example, in an onboarding application, a question about a preferred office chair is displayed only if the employee does not work remotely.

  • Conditionally displaying a question page in a questionnaire

    Define conditions to ensure that your questionnaire displays related questions that are relevant to a given scenario, based on the context of the questionnaire participant. For example, in an onboarding application, the questionnaire displays questions about preferred office accommodations only if the employee does not work remotely.

  • Displaying questions in a read-only mode

    Help users provide accurate answers and speed up the time required to complete a questionnaire by displaying questions in a read-only mode. The read-only mode of questions automates the completion of questionnaires when you reference data for an answer from another questionnaire or question, or when the answer from one question directly relates to other questions.

  • Validating answers in a questionnaire

    Display an error message in your questionnaire when an answer is invalid, to ensure that the information that users provide is accurate and in an expected format. For example, if a user types letters in a phone number, your application prompts the user to enter only numbers in that field.

  • Displaying a warning in a questionnaire

    Use a warning message to encourage questionnaire participants to provide complete answers. For example, if a user enters their birth date in the future, your application displays a reminder that the date must be in the past and be consistent with the customer being an adult.

  • Changing the run-time order of questions in a questionnaire

    Conditionally skip or revisit questions at run time by adding a branch to a questionnaire. By branching questionnaires, you provide flexibility and promote reuse of existing assets, such as question pages.

  • Displaying a block of text in a question page

    Provide supporting information that helps users answer questions more quickly by displaying a block of read-only text on a question page of your questionnaire. For example, you can add a paragraph to explain to users that a complete answer to the next question helps you improve your application.

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