Populating a question template

You can use a question template to define more than one simple question at a time. By using a file format that your application processes in bulk, you can speed up the development of your surveys.

Advanced functionality, such as conditional answers, is not supported by the question template. For more information about using advanced functionality after you import questions, see Fine-tuning your survey.

1. Download the question template.

   1. Click Designer Studio > Case Management > Survey.

   2. On the Questions tab, click Import questions.

   3. Click Download template to save a Microsoft Excel file to your local machine.

   4. Open the file.

2. For each question to create in bulk, populate a row in the file.

   1. In the ID column, enter text that uniquely identifies the question.

      If you enter the ID of an existing question, you can choose to update or skip the question when you import the question template.

   2. In the Name column, enter a label for the question.

3. Define the text for each question.

   • To use plain text:

     1. In the Question Layout column, select plain.

     2. In the Question Plain Text column, enter the question text.

   • To use HTML to style text:

     1. In the Question Layout column, select rte.

     2. In the Rich text question content column, enter question text that includes HTML tags.

        For example, you can use the <em> tag to italicize your question text.

4. Choose an answer format for each question.

   • Attachment:

     In the Answer Mode column, select File.

   • Text area:

     1. In the Answer Mode column, select freeform.

     2. In the Answer Freeform Format select textarea.

   • Text box:

     1. In the Answer Mode column, select freeform.

     2. In the Answer Freeform Format select text.

   • Date:

     1. In the Answer Mode column, select freeform.

     2. In the Answer Freeform Format select date.

   • Date/time:

     1. In the Answer Mode column, select freeform.

     2. In the Answer Freeform Format select datetime.

   • Check box:

     In the Answer Mode column, select checkbox.

   • Radio buttons:

     1. In the Answer Mode column, select radio.

     2. In the Answer option labels column, enter a comma-separated list of the choices that users can select.

     3. In the Answer option values column, enter a comma-separated list of the values that map to the choices that users can select.

     4. In the Radio button label orientation column, choose whether the choices are stacked or side-by-side.

     5. Optional: To control how much screen space is used by horizontal radio buttons, enter an integer in the Number of items before wrap column.

   • List:

     1. In the Answer Mode column, select dropdown.

     2. In the Answer option labels column, enter a comma-separated list of the choices that users can select.

     3. In the Answer option values column, enter a comma-separated list of the values that map to the choices that users can select.

   • Custom section:

     1. In the Answer Mode column, select section.

     2. In the Section Reference column, enter the name of a section that is in the same class path as the question.

5. In the Answer layout direction column, choose whether the question and answer are stacked or side-by-side.

6. Optional: To change where your application stores the answer to a question on the clipboard, enter a property name in the Answer Property column that is in the same class path as the question.

7. Optional: To validate the answer that users provide at run time, enter the name of an edit validate rule in the Validation column that is in the same class path as the question.

8. Save and close the file but do not change the file format.

You must purchase a separate license before using survey functionality in your application.

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