Collecting multiple answers in a survey

You can use a complex question in a survey to collect a series of responses from users. By choosing a question format that is specific to the type of information that you are gathering, you can help users provide complete answers.

For example, you can ask users to enter their five favorite movies in a series of text boxes or select a check box for each type of medication that they are taking.

1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.

2. Click the name of a survey that has at least one question page defined.

3. Click Add question > Browse all types > Multi answer > [answer type] to open the Add question dialog box.

4. In the Name field, enter a unique name that describes the purpose of the question.

5. Optional: To change the scope of the question, expand the Context section and provide a different class name, ruleset name, or ruleset version.

   The scope controls which rules can reference your question and which rules your question can reference.

6. In the Question layout list, select an option that indicates how the text of the question is sourced in your application.

   For example, you can define your own text or reuse the text from a paragraph rule.

7. Provide the source of the question text by entering a value in one of the following fields:

   • Paragraph - A paragraph rule in your application.

   • Section reference - A section rule in your application.

   • Question - Plain text that you provide.

   • Question text - Rich text that you provide.

8. Format the fields that users interact with to answer the question.

   Fixed number of text boxes:

   1. In the Display header field, enter a label that describes the group of text boxes.

   2. In the Number of rows list, select Fixed.

   3. In the Property type list, select No Property Mapping to store the answers to the question in the default clipboard structure.

   4. In the Data type list, select Date or Text, based on the expected response to the question.

   5. For each text box in the group, repeat the following steps:

      1. Click the Add row icon.

      2. In the Answer ID field, enter a unique identifier that distinguishes this text box from other text boxes in the group.

      3. In the When field, press the Down Arrow key and select a when condition that controls whether the text box is displayed in the group.

      4. In the Display value field, enter a label for the text box.

      5. In the Value field, enter a value that is stored on the clipboard when the user enters an answer in the text box.

   Dynamic number of text boxes:

   1. In the Display header field, enter a label that describes the group of text boxes.

   2. In the Number of rows list, select Dynamic.

   3. In the Property type list, select No Property Mapping to store the answers to the question in the default clipboard structure.

   4. In the Data type list, select Date or Text, based on the expected response to the question.

   At run time, users decide how many text boxes are added to the group. For example, they can enter none, some, or all dates of their previous medical procedures.

   Multiple check boxes:

   1. In the Display header field, enter a label that describes the group of check boxes.

   2. In the Property type list, select No Property Mapping to store the answers to the question in the default clipboard structure.

   3. For each check box, repeat the following steps:

      1. Click the Add row icon.

      2. In the Answer ID field, enter a unique identifier that distinguishes this check box from other check boxes in the group.

      3. In the When field, press the Down Arrow key and select a when condition that controls whether the check box is displayed in the group.

      4. In the Display value field, enter a label for the check box.

      5. In the Value field, enter a value that is stored on the clipboard when the user selects the check box.

      6. Optional: Select the check box in the Selected column, to set the default state of the check box to selected at run time.

   Radio button matrix:

   Use a radio button matrix to ask a series of related questions that are answered by selecting one option from a repeating group of radio buttons. For example, you can ask users to rate their pain threshold on a scale of one to five for different activities, such as swimming, running, or walking.

   1. In the Property type list, select No Property Mapping to store the answers to the question in the default clipboard structure.

   2. In the Radio button header details section, repeat the following steps for each column in the matrix:

      1. Click the Add row icon.

      2. In the Label field, enter the label of the radio button, which is displayed as a column heading at run time.

      3. In the Value field, enter the value that is stored on the clipboard when a user selects this radio button.

   3. In the Radio button row details section, repeat the following steps for each row in the matrix:

      1. In the Answer ID field, enter a unique identifier that distinguishes this question from other questions in the series.

      2. In the When field, press the Down Arrow key and select a when condition that controls whether this question is included in the series.

      3. In the Display value field, enter the label for the question, which is displayed as a row heading at run time.

      4. In the Default list, select the default value that is assigned to the question in the series.

   Table:

   See: Formatting a table in a survey.

9. Click Save to close the Add question dialog box.

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