Survey Question Types

The Survey Designer toolbox contains a number of different, pre-formatted question types for you to select when creating your survey. Simply select a question type to add it to your survey and use the properties panel to change the question’s behavior. Select an option below to learn more about unique properties for each question type.

 

When displayed on the Survey Designer each question can be selected to edit their details. The following icons will appear above the question when selected:

 

  • Drag and Drop - click and hold this option to rearrange the questions on the displayed page. (use the properties panel to change the question’s page)
  • Delete - the “x” icon will delete the question from the survey
  • Hide Title - the eye icon will hide the question’s title on the displayed survey
  • Required - select the exclamation point icon to mark the question as required
  • Copy - will duplicate the question on the same survey
  • Add to Toolbox - will copy the question details to the toolbox for easy use across other surveys (note that the custom toolbox question will only be visible during a single session, so any page refreshes or navigating away from the survey creator will clear the temporary toolbox additions.)
  • Question Type - some questions allow you to change their type after they have been added to the survey
  • Properties - select this option to display the question’s properties panel on the right

Single Input

The Single Input question type is a generic data entry question that can be utilized for a range of different formats including short text, data, or many others.

 

General - Input Type

  • Use the “Input Type” dropdown to set how the user interacts with the question
  • For example, “date” type would be used when connecting a question to the Birthday variable
  • Can support unique entry modes such as color picker, number, and date

 

General - Survey Variable

  • The Survey Variable option allows linking this question to an existing participant profile variable
  • The available survey variables depends on the type of input selected in the “Input Type” dropdown
  • color
  • Stores the hexadecimal value of the selected color
  • Can be linked to any text variables, including IDs
  • date
  • Displays a date picker to the survey taker
  • Can be linked to any date variables, including Birthday
  • Can also be linked to text variables
  • datetime-local
  • Displays a date and time picker to the survey taker
  • Can be linked to any Time and Date Custom Variables
  • email
  • Allows basic text input
  • Can be combined with the Email Validator under the Validation section
  • Can be linked to any text based variable, including Names, Contact Information, and IDs
  • month
  • Displays a month selector to the survey taker
  • Can be linked with any text variable, including IDs
  • number
  • Allows the survey taker to only enter numeric values
  • Can be linked with any number custom variable, or text variable
  • range
  • Displays a slider to the survey taker and stores the value as a number
  • Can be linked with any number custom variable
  • Text
  • The default input type is also the most flexible
  • Can be linked to any text or number variable, including names, IDs, contact information, and custom variables
  • Time
  • Displays a time picker to the survey taker
  • Can be linked with any text variable
  • Url
  • Displays as a basic text entry
  • Can be linked with any text variable
  • Week
  • Displays a week selector to the survey taker
  • Can be linked with any text variable

 

Checkbox

The checkbox question type provides the ability to select multiple answers with all the options displayed in a list with clickable checkboxes.

 

Checkbox questions can only be linked to multi-select custom variables. If you have no multi-select custom variables in your study the “Survey Variable” dropdown will be blank.

 

Under the Layout section of the properties panel you can control how the checkbox options will display on the survey, which is especially useful for setting the number of columns.

 

Radiogroup

Radiogroup questions provide a list of options to the user to select a single choice. Note that this is different from the Checkbox question which allows multiple choices to be selected. Radiogroup questions can be linked to any single select participant variable including the following profile data:

 

  • Ethnicity
  • Race
  • Recruitment Strategy
  • Recruitment Site
  • Sex
  • Status
  • And any single select custom variable used in the study

 

The options can be arranged in multiple columns by editing the “Column Count” option under the Layout section.

Dropdown

Similar to the Radiogroup question type, dropdown questions present the end user with a selection of options and allow them to choose just one. The dropdown questions can be linked to any single select participant variable, including the following profile data:

 

  • Ethnicity
  • Race
  • Recruitment Strategy
  • Recruitment Site
  • Sex
  • Status
  • And any single select custom variable used in the study

 

 

Comment

Comment questions present a large text area to the end user, allowing multiple lines of text. The comment question should be used in place of the “Single Input” text questions when you require more than a few words to be entered. The comment question type can only be linked to short or long text custom variables.

 

Rating

The Rating question presents a series of numbers to the end user and allows them to select just one. The displayed numbers default as 1 - 5, but can be customized under the Properties tab to control not only the min and max numbers but which increments they should be displayed as. Rating questions can only be linked to number custom variables.

 

Image Picker

The Image Picker question allows adding your own custom images to a select style question. The images will be presented to the end user as thumbnails. Under the Properties panel, Choices section the images can each be assigned a value. Image Picker questions can be linked to a wide range of participant variables, including any single select, multi-select, short text, or long text variables. When the survey is submitted the image’s “value” will be passed to the participant variable.

 

Boolean

Boolean questions present a choice between two options to the user with a toggle to choose either the “true” or “false” option. The question defaults to “No” or “Yes” options, but these can be configured under the Properties panel. Boolean questions can not be linked to participant variables, but are very valuable when building logic into the survey.

 

Image

The Image option does not present a question to the end user in the same way as the other toolbox options. Instead, use this option to add styling to the survey. Select the “Content Mode” dropdown under the Properties panel to change from an embedded image to video. Content can be uploaded directly to the survey and will be displayed to users in line with the other survey questions. Images can not be linked to participant variables.

Signature Pad

The signature pad presents a free entry field to the end user which allows them to ‘draw’ their signature or any other pattern directly into the survey. The signature can not be stored as a custom variable but will be saved to the generated pdf. Capturing signatures this way may allow utilizing surveys as eConsent depending on IRB requirements. Coming soon is full 21 CFR part 11 certification which will provide more verification for eConsent workflows.

 

 

Expression (read-only)

The Expression question does not present choices to the end user, but instead allows you to calculate values based on other answers and display the calculation. This is valuable for a number of use cases. For example, if your study wants to capture a participants Body Mass Index you can ask the user for their height and weight and then calculate the BMI for them. The Expression field can be linked to any short text, long text, or number custom variable, so in the case of the BMI calculation you can store just the calculated value and not the other details entered by the user.

Other Question Types

The following question types can not be linked to participant variables, but are useful in driving logic across the survey and for displaying answers on the completed pdf.

 

Matrix - Allows displaying various rows and columns of data. Each data set can have unique logic associated with it and can be treated as individual questions when driving logic of other questions.

 

Multiple Text - Presents a text entry for each line of the question. In the future each of the multiple text rows will be linkable to individual variables.

 

Panels - Are not questions themselves, but allow grouping multiple questions together. See the “Using Panels to Group Questions” help documentation for more details on usage.                

 

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