Advanced features of Questionnaire Designer (Copy, Search, Team collaboration and History)


In this tutorial, we will discuss advanced features of Survey Solution Questionnaire Designer. Questionnaire designer has a powerful functionality to copy and paste individual questions, sections, and rosters both within a questionnaire and across different questionnaires. To copy a question, right click on a question you want to copy and select “Copy” from the menu Move to a part of your questionnaire where you want to paste this question, right click on a question after which you want to insert your question, and select Paste. Similarly, you can copy a section or a roster: right click on a roster you want to copy, select Copy and then past the roster in the new location. Note that each question or roster should have have unique Variable name or Roster ID. After you Copied/Pasted a question in the same questionnaire change its Variable name or Roster ID. You can also use copy/paste functionality to insert questions, rosters and sections from one questionnaire into another questionnaire. For that, open a questionnaire you want to copy a part from. Select, for example, a section by right clicking on that section and then click Copy. Now, open a questionnaire you want to paste the part to Right click on the new position and select Paste. A section is copied from one questionnaire to another. You can use this functionality to copy parts of the questionnaires from the Designer Public repository. Note that if Copied section contains Enabling or Validation conditions with references to another sections or questions in the original questionnaire, those connections will be lost. Questionnaire Designer has local and global searches within a questionnaire. The local search can be invoked by clicking on a magnifying glass icon on the top of the left panel in questionnaire view. Specifying a string in the search field will highlight occurrences of that string question text and variable names in the section of the questionnaire that is currently opened. For example, enter “return to work” in the search string all occurrences of the string your entered are highlighted in yellow. Note that local search covers neither validation nor enabling conditions. To search over all sections of a questionnaire and through all question parts, including validation and enabling conditions use Global search. The Global Search dialog can be activated by clicking on the search magnifying glass icon and then on the three dots at the left side of the search field. The Global search/replace dialog consist of Find field, Replace field and three controls. Enter a string you want to search for in the Find field (“Age”). Press Find All button. The counter indicates number of occurrences of that string in the questionnaire the search finds 33 occurrences of the string in our questionnaire. You can move from one occurrence of the string to the next one by pressing Next or Previous buttons. By default, the search finds matches regardless whether the search string is in upper, lower case letters or is a part of longer word. To distinguish between the lower and upper case letters in your search string check Match case checkbox. Press Find All button again The number of occurrences changes to (6) as now only the exact matches are identified. To find a whole word check Match whole word option. The whole word is a string bounded from right and left by and combination of spaces, commas, periods and tabs. Pressing Find All shows the reduced number of occurrences after the Match whole word option is selected. Finally, you can use regular expressions for the search. A regular expression is a sequence of characters that defines a search pattern. For example, expression “^(.*ge)$” will find all words in the questionnaire which ends on GE letters. You can use any of these options to perform Find/Replace operation. For example, if you want to replace Variable name in a question and in all validation and enabling conditions where this variable name is used, click on a magnifying glass icon, then on the three dots at the left side of the search field. Enter a string to be replaced in “Find what” field and a new string in “Replace with” field. Press the find all button. The counter in the “Replace all” button indicates a number of occurrences of the original string in the questionnaire. Press the “Replace” button. Confirm action by pressing on “Replace all” button one more time or press “Back to search” link to correct any errors. Press “Done”; now the original string is replaced with the new string. Check for errors that that could be introduced because of replacement by compiling your questionnaire. A powerful feature of Survey Solutions Questionnaire Designer is its ability for online collaboration. This functionality allows several members of a team to work on a questionnaire at the same time. To allow team collaboration, a questionnaire creator should grant rights to team members. To do that, open a questionnaire you want to share and click on Setting button in the right top corner of the screen. Enter emails of people you want to collaborate with in the Invite collaborators by email field and select access rights. Assign Edit rights to collaborators you want to be able to make changes in the questionnaire. Assign View rights to people who can only view that questionnaire. Click Invite button to see an email of a user you shared questionnaire with to appear in the list of people who has access to that questionnaire A person needs to be registered in the Questionnaire Designer with the email address you specified in the invitation field. It is not advisable for two people to work on the same section of the questionnaire at the same time. Ideally, you split work of several team members by sections. Questionnaire Designer keeps track of all changes made in the questionnaire and allows reverting to the previous versions if some undesirable changes were introduced. In the Questionnaire Editing mode, click on History button at the top right of the screen. A new screen shows the scope of a change (question, section, roster, or questionnaire), a username of the person who made that change and time when the change was made. The last column of this table contains a link to revert changes to that version. Suppose user deleted a section of the questionnaire by mistake and keep working on that questionnaire for some time until he realizes his mistake. To restore the questionnaire to the state before the section was deleted, locate the row corresponding to the moment you want to restore the questionnaire to and press Revert to this version button. A confirmation window asks you to confirm your action and once you click on Revert button the questionnaire is restored in the state you selected. Using this feature you can restore different versions of questionnaire as many times as you want to moving back and forth along the line of questionnaire modification.

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