Manage questionnaires
Perform effective management and revision of your questionnaires.
Questionnaires are flexible; you can manage any of them in any of the ways described below.
Import and export questionnaire
You can import and export a questionnaire as JSON.
To export a questionnaire:
- In the Dashboard, open the Questionnaires page.
- Find the questionnaire that you want to export, and from the menu on the right, select Export.
- Copy the questionnaire structure and save it on your computer as necessary.
To import a questionnaire:
- In the Dashboard, open the Questionnaires page.
- Select Import questionnaire and paste the questionnaire structure.
- Click Create questionnaire.
The following is an example of a questionnaire in JSON format.
{
"id": "questionnaireIdTest",
"title": "Full questionnaire",
"desc": "Questionnaire description",
"modifiable": null,
"sections": [
{
"id": "section1",
"title": "Section 1",
"localizedTitle": {
"values": [
{
"lang": "en",
"value": "Section 1"
},
{
"lang": "de",
"value": "Abschnitt 1"
}
]
},
"desc": "Section 1 desription",
"condition": "",
"showCondition": null,
"items": [
{
"id": "shortAnswerId",
"title": "Short answer",
"desc": "Question 1",
"type": "text",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
},
{
"id": "shortAnswerWithFormat",
"title": "Short answer with Email format",
"desc": "Question 2",
"type": "text",
"required": true,
"format": "email",
"condition": null,
"showCondition": null,
"placeholder": "Type something"
},
{
"id": "countryId",
"title": "Country",
"desc": "Question 3",
"type": "countrySelect",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Select country"
},
{
"id": "phoneNumberId",
"title": "Phone number",
"desc": "Question 4",
"type": "phone",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
},
{
"id": "dateId",
"title": "Date",
"desc": "Question 5",
"type": "date",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
}
],
"delimiter": null
},
{
"id": null,
"title": null,
"desc": null,
"condition": null,
"showCondition": null,
"items": null,
"delimiter": true
},
{
"id": "section2Id",
"title": "Section 2",
"desc": "Section 2 description",
"condition": null,
"showCondition": null,
"items": [
{
"id": "paragraphId",
"title": "Paragraph",
"desc": "Question 6",
"type": "textArea",
"required": null,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
},
{
"id": "dateAndTimeId",
"title": "Date and time",
"desc": "Question 7",
"type": "dateTime",
"required": null,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
},
{
"id": "dropdownId",
"title": "Dropdown",
"desc": "Question 8",
"type": "selectDropdown",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something",
"options": [
{
"value": "drop_option1Id",
"title": "Option 1 dropdown",
"score": 5.0
},
{
"value": "drop_option2Id",
"title": "Option 2 dropdown",
"score": 10.0
}
]
},
{
"id": "checkboxesId",
"title": "Checkboxes",
"desc": "Question 9",
"type": "multiSelect",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "",
"options": [
{
"value": "check_option1Id",
"title": "Option 1 checkbox",
"score": 6.0
},
{
"value": "check_option2Id",
"title": "Option 2 checkbox",
"score": 12.0
}
]
},
{
"id": "multichoiceId",
"title": "Multichoice",
"desc": "Question 10",
"type": "select",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "",
"options": [
{
"value": "radio_option1Id",
"title": "Option 1 radio",
"score": 7.0
},
{
"value": "radio_option2Id",
"title": "Option 2 radio",
"score": 14.0
}
]
}
],
"delimiter": null
},
{
"id": "section3Id",
"title": "Section 3",
"desc": "Section 3 description",
"condition": null,
"showCondition": null,
"items": [
{
"id": "fileUploadId",
"title": "File upload",
"desc": "Question 11",
"type": "fileAttachment",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": ""
},
{
"id": "multiFileUploadId",
"title": "Multi file upload",
"desc": "Question 12",
"type": "multiFileAttachments",
"required": null,
"format": "max_value:5",
"condition": null,
"showCondition": null,
"placeholder": ""
},
{
"id": "consentId",
"title": "Consent",
"desc": "Question 13",
"type": "bool",
"required": true,
"format": null,
"condition": null,
"showCondition": null,
"placeholder": "Type something"
}
],
"delimiter": null
}
]
}
Note
For information on the response structure and description of possible fields, refer to this page.
Change questionnaire
You can change the existing questionnaire by altering its settings in a preferred way:
- In the Dashboard, open the Questionnaires page.
- Open the questionnaire that you want to change, make your changes as necessary, and click Save.
Note
To change questionnaires, your Dashboard account must be granted the Change applicant’s personal data permission.
Reset questionnaire
You can reset a questionnaire in case your applicants have already completed it and you want them to resubmit the answers:
- In the Dashboard, open the Applicants page.
- Open the applicant profile for which you want to reset the questionnaire.
- In the profile, navigate to the Questionnaire section and select Reset.
Alternatively, you can reset a questionnaire by passing the
questionnaireargument to this API method.
Remove questionnaire
You can remove a questionnaire at any time in case you no longer need it:
- In the Dashboard, open the Questionnaires page.
- Find the questionnaire that you want to remove, and from the menu on the right, select Delete.
Duplicate questionnaire
You can create a copy of any of your existing questionnaires and make alterations as necessary. This functionality helps you avoid creating an entire questionnaire structure from scratch, but rather you can use the existing one and make needed adjustments.
To duplicate a questionnaire:
- In the Dashboard, open the Questionnaires page.
- Find the questionnaire that you want to duplicate, and from the menu on the right, select Duplicate.
- Provide a new questionnaire name and questionnaire ID.
- Click Duplicate questionnaire.
Updated 8 days ago