Complex questionaires - Revision history

Tvi: 36 revisions imported

2021-12-10T10:51:21Z

36 revisions imported

← Older revision	Revision as of 12:51, 10 December 2021
(No difference)

2020-08-12T11:34:36Z

Configuring reports

← Older revision		Revision as of 13:34, 12 August 2020
Line 89:		Line 89:
	# Create a new Word document		# Create a new Word document
	# Write content and add special field tags		# Write content and add special field tags
	#* Entity > Advanced > Template: Add > Office tags		#* Entity > Advanced > Template: Add > Office > (copy special tags)
	# Add template to the solution		# Add template to the solution
	#* Entity > Advanced > Template: Add		#* Entity > Advanced > Template: Add

2020-08-12T11:33:35Z

Configuring reports

← Older revision		Revision as of 13:33, 12 August 2020
Line 86:		Line 86:

	=== Configuring reports ===		=== Configuring reports ===
			Report are Word documents containing special tags where content from the records are merged into the document.
			# Create a new Word document
			# Write content and add special field tags
			#* Entity > Advanced > Template: Add > Office tags
			# Add template to the solution
			#* Entity > Advanced > Template: Add
			#* Choose Word or PDF add
			#* Uplaod the Word file

	*~~Word heatmap index~~		Note that certain configuration options for fontsize, margin etc. can be configured per solution: Entity > Advanced > Configurations
			* GlyphPageWidthPercentage
			* HeatmapColumnMaxCharacters
			* renderExtraLinjeBeforeNotes
			* renderExtraLinjeBeforePicture
			* renderQuestionInTable

	In case you want a dedicated button at the top of the page please add a field of the type:		Often you will want at heatmap of the answered questions in first pages of the report. For this you add a field of the type: '''Word heatmap index'''
	~~Button~~: ~~Template export~~
			In case you want a dedicated button at the top of the page please add a field of the type: '''Action button: Export template'''

	== Cheatsheet ==		== Cheatsheet ==

2020-08-12T11:24:59Z

Reports

← Older revision		Revision as of 13:24, 12 August 2020
Line 85:		Line 85:
	A message is sent to the recipient, when a record in the system reaches a certain state.		A message is sent to the recipient, when a record in the system reaches a certain state.

	=== ~~Reports~~ ===		=== Configuring reports ===

	*Word heatmap index		*Word heatmap index

2020-08-12T11:24:04Z

Sending emails with links

← Older revision		Revision as of 13:24, 12 August 2020
Line 67:		Line 67:

	From a normal view normal users can see data in questionaire form, by appending and extra command to the address bar in the browser: '''&StepNumber=0'''		From a normal view normal users can see data in questionaire form, by appending and extra command to the address bar in the browser: '''&StepNumber=0'''

			=== Granting access for external users ===
			The process consists of 2 activities
			# Add access for external users by adding a new permission
			# Add an interface for the solution: Advanced > Interface: Add
			#* Enter a descriptive and unique name
			#* Check "UPDATE"
			#* Check "Use questionaire style interface"

	=== Sending emails with links ===		=== Sending emails with links ===

2020-08-12T11:20:37Z

Questionaire

← Older revision		Revision as of 13:20, 12 August 2020
Line 65:		Line 65:

	The initial and final messages of the questionaire is edited in: '''Advanced > Questionaire: Messages'''		The initial and final messages of the questionaire is edited in: '''Advanced > Questionaire: Messages'''

			From a normal view normal users can see data in questionaire form, by appending and extra command to the address bar in the browser: '''&StepNumber=0'''

	=== Sending emails with links ===		=== Sending emails with links ===

2020-08-12T11:18:18Z

Questionaire

← Older revision		Revision as of 13:18, 12 August 2020
Line 56:		Line 56:

	=== Questionaire ===		=== Questionaire ===
			Normal users will see data represented as a form, while external users will most often have displayed a step-by-step questionaire.

	* Fields inclusion and order		Inclusion of fields and their page order is managed in the questionaire order editor: '''Entity > Advanced > Questionaire: Question order'''
	* Start and end messages

			Note that
			* If a field have a sortorder of 0 (zero), it will never be displayed for external users.
			* Order numbers are not dispayed to the user and do not need to be consecutive - ex. 10, 20, 30 ...

			The initial and final messages of the questionaire is edited in: '''Advanced > Questionaire: Messages'''

	=== Sending emails with links ===		=== Sending emails with links ===

2020-08-12T11:11:48Z

Support for multiple questions

← Older revision		Revision as of 13:11, 12 August 2020
Line 52:		Line 52:

	First the users enters lines values in the location editor. Then questions are created for each '''Mulitiline: Complex question''' - one for each line entered in the location editor.		First the users enters lines values in the location editor. Then questions are created for each '''Mulitiline: Complex question''' - one for each line entered in the location editor.

			Lines can be removed by clicking the checkboc next to them in the '''Multiline: Location editor'''.

	=== Questionaire ===		=== Questionaire ===

2020-08-12T11:10:09Z

Copying a solution

← Older revision		Revision as of 13:10, 12 August 2020
Line 18:		Line 18:
	Steps include		Steps include
	# Backup existing solution		# Backup existing solution
	#* ~~Enity~~ > Advanced > Backup > Create new backup		#* ''Entity'' > Advanced > Backup > Create new backup
	# Promote backup to standard		# Promote backup to standard
	#* Click top backup > Promote to standard		#* Click top backup > Promote to standard
Line 24:		Line 24:
	#* Quickstart > Respository > ''choose'' > Create this item		#* Quickstart > Respository > ''choose'' > Create this item
	# Deploy solution		# Deploy solution
	#* ~~Entity~~ > Deploy live		#* ''New entity'' > Deploy live

	== Setting up a questionaire with report ==		== Setting up a questionaire with report ==

2020-08-12T11:09:34Z

Copying a solution

← Older revision		Revision as of 13:09, 12 August 2020
Line 18:		Line 18:
	Steps include		Steps include
	# Backup existing solution		# Backup existing solution
			#* Enity > Advanced > Backup > Create new backup
	# Promote backup to standard		# Promote backup to standard
			#* Click top backup > Promote to standard
	# Create instance from standard		# Create instance from standard
			#* Quickstart > Respository > ''choose'' > Create this item
	# Deploy solution		# Deploy solution
			#* Entity > Deploy live

	== Setting up a questionaire with report ==		== Setting up a questionaire with report ==