Creating a Questionnaire

Accessing the Questionnaire Builder
​Preparing the Questionnaire
​Adding Sections
​Adding Questions
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To go to the Questionnaire Builder, click on "Settings" from the Main Menu and click on Questionnaires.

Click the "Create Questionnaire" button.

Add a Title for your questionnaire, along with a description.
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This is what the Questionnaire Builder looks like when you first access it. Let's go over these sections one by one.

You have the option to choose the Default Case Type that will be assigned to the case whenever it is completed through your embed link on your website, social media, etc. The Website Embed ID will be needed in another stage if you intend to embed on your website.
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You may add Sections to separate the different areas of your Questionnaire. To do so click on Add Component option, and then click on the "Add Section" button
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Alternatively, you can look for the Section component on the left side bar and drag it to your questionnaire.
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You can add a title to each section of the questionnaire and you can also Duplicate sections for quick additions.

For ease of navigation, you can jump on sections while editing your custom questionnaire by using this option under the Questionnaire title.

Next, you may add your Questions by dragging components from the left sidebar to your questionnaire to add fields on your sections button on the right side of the screen.
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There are different types of questions that you can add to your questionnaire and you can check all options available on the left sidebar.
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Different component types will have different properties that you can edit to indicate questions/answers, or restrict responses.
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Properties of each of component are revealed upon clicking on the component. This is shown on the right sidebar.
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Note: You can reposition both the Sections and the Questions after you have added them. Just click and drag throughout the questionnaire.

For each question added, there is a gear button to access quick settings. Depending on the type of question, different options will be available.

You can save your work by clicking on the "Save" button on the upper right corner of the Questionnaire Builder page, or make use of the autosave feature which will run periodically as you work on your questionnaire. Click "Publish" when all changes are to be finalized.

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