Saving Changes, Versioning & Published Status (Essentials)
Overview
The Survey Designer feature allows you to create new surveys, add/delete content and make changes to existing content.
Accessing the Survey Designer
The survey designer is found under the CONTENT tab of surveys in your organizations. Please see the steps and clip below for more information.
Navigate to the Surveys Overview page by clicking Surveys in the left hand Navigation Menu.
Select the survey you'd like to view. Use the Published Filter or the Search Field along the top to aid in finding the survey (see clip below). You can also create a new survey, see this article for more information.
- This open's the survey's INFO tab. Then, click the CONTENT tab located near the top of the page to open the survey designer.
Tip: If using a smaller screen, use the Distraction Free view to get a full screen view of the Survey Designer. This can be applied by clicking the box shaped, full size icon in the top right corner of the web page.
Note: If you're unable to find a survey that should be in this page, be sure to change the Published Filter to display ALL surveys!
Designer Layout
The Survey Designer is made up of two main parts:
- Survey page
- Controls bar
Note: Smaller screens/windows will change the locations of the control bar, as shown below.
Navigation
- Move back and forth by one page by clicking the next and back buttons in the control panel.
- Jump to a specific page by clicking on the page number button found between the next and back buttons.
Survey Preview (Essentials)
Survey content can be previewed in it's entirety as a single web page which can be printed or saved as a PDF file. For information on saving and printing this preview, please view our more in-depth article Survey Preview.
- Click the PREVIEW button to open the full survey preview in a new web page tab.
NOTE: If changes have been made to the survey, those will need to be saved before they can be previewed. If not, the PREVIEW button will not be available.
Saving Changes, Versioning & Published Status (Essentials)
Once a change is made to your survey, you will have the option to save a new 'version' of the survey. This allows a person to make several changes to a survey before finalizing those changes and creating a new version. Past versions of your survey can be viewed, previewed and re-published.
IMPORTANT: If multiple users are editing a survey at the same time, you may be unable to save your changes if another user has saved a newer version of the survey than the one you are currently editing.
- When changes are made, the PREVIEW button in the Controls Bar will become a pink SAVE button. Click this button to save your new changes.
- This creates a new, unpublished version of your survey.
- If you want this new version (and the new changes it contains) to appear in actual survey sessions, you will need to publish your survey. Please see our article on this here.
Note: If you want this new version, and the new changes it contains, to appear in actual survey sessions, you will need to publish your survey. Please see our article on how to do this here.
Survey Pages (Essentials)
Every survey is made up of at least 3 pages where all survey questions and text content are located and can be added or removed from.
Page Types
There are 3 types of pages that exist in every survey:
- SURVEY START page: After a survey is created, the first page, named 'SURVEY_START' by default, is automatically created. This page is required in surveys so it cannot be deleted or moved. Only text items, which can contain text or images, can be added to this page. This is the first page that survey respondents view when accessing a survey so it is also known as the 'Landing' page of the survey.
- SURVEY END page: Like the Survey Start Page, the last page of a survey, named 'Survey_End' by default, is created automatically for all surveys. This page is required so it cannot be deleted or moved. Only text or images can be added to this page, no survey questions. This page is displayed to survey responders after they submit their responses.
- Content pages: In addition to the Start and End pages, a content page located between the two of them is automatically created for all surveys. This content page can contain text and question items, shown below. Any new pages created will be content pages as well, that can contain text and question items. These pages can all be rearranged and deleted, however, there must always be at least one Content page in a survey.
Adding a new page
Navigate to the page you would like to add a page after and click on the + NEW PAGE button.
You will be prompted to name the page. This can be anything you'd like, it will not be displayed to students and can be edited at any time. Type the desired name and click 'save'.
Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.
Rename a Page
All survey pages a can be renamed, including the Start end End pages.
- Navigate to the page you would like to rename and click on the three dot menu in the top right corner of the page.
- Click Rename Page in the menu that appears. This opens the Rename Page window.
- Edit the page name and click SAVE.
Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.
Reordering Pages
Survey Content Pages can be reordered but the first and last page of the survey cannot be moved to a different location.
Note: Conditional page or item logic (used to hide/show survey items) can prevent certain pages from being put in front of others.
- Navigate to the page you would like to rename and click on the three dot menu in the top right corner of the page.
- Click Reorder in the menu that appears which opens the Reorder Page window.
- Click and hold on the page you'd like to move. Then drag and drop it to the desired location. The blue star indicates the page that you are currently on. When you're done reordering, click CLOSE.
Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.
Remove a Page
Survey Content Pages can be removed but the first and last page of the survey cannot be removed but the content on them can be.
Note: If there are items in this page that are referenced in other pages or in survey calculations, you will need to remove those other references before deleting the page.
- Navigate to the page you would like to remove and click on the three dot menu in the top right corner of the page.
- Click Remove Page in the menu that appears. This opens the Remove Page window.
- Click REMOVE to delete the page from the survey.
Don't forget to save your changes periodically and definitely do so before you close out of the survey designer so that your changes are not lost! See the section on Saving here.
Conditionally Display a Page
If a survey page should only be shown under a certain set of conditions, you can apply a Page Condition that will check if a certain variable is true before displaying the page to the survey participant.
- Navigate to the page you would like to apply a condition and click on the three dot menu in the top right corner of the page.
- Select Page Condition. This opens the Page Condition window.
- Click into the empty entry field and enter a variable using the dropdown menu or your keyboard. This variable can be a response to a survey earlier in the survey (use ANS.), a case characteristic if the survey is Invite Only (use CASE.), a survey calculation (use CALC.) or another option. Please reach out and submit a support ticket if you would like help with these variables!
- Click Save. A fuchsia colored eye icon will now appear in the top right corner of the page. Hovering over the icon will display what condition has been applied.
- Remove the condition by repeating step 1 above, clicking the 'x' icon at the beginning of the grey variable token and click Save.
Copy a Page to Another Survey (Potentially Advanced)
When working on a new survey or adding a page to multiple surveys, it can be helpful to copy a page of survey content between surveys. While often this process is straightforward, it can be a bit tricky if calculations are involved. Please reach out and submit a support ticket if you'd like assistance!
Survey calculations (i.e. scores like the AUDIT, PHQ9, etc.) will not automatically copy over with your survey content. Please see step 2 for more information.
- Review the survey that you would like to copy the page in to. Ensure that your changes are saved before proceeding as the copying process will overwrite any unsaved changes.
- Navigate to the page you would like to copy.
- If the page you are copying contains content that is used in a calculation (like AUDIT, PHQ9 scores, etc.) you will need to add those as a data token in a text item at the end of the page. Please submit a support ticket if you would like assistance with this!
- Click the three dot menu in the top right of the page and select Copy Page. This opens the Copy Page window.
- Click into the empty field and select the destination survey from the dropdown menu.
- The system will then check for any issues that may arise from this copying process. These include duplicate content like items having the same variable names. If issues are listed, the associated items will need to be removed from the page before proceeding.
- If no issues are found, that will be displayed on the window as well as any additional content that will be copied along with the page in order to make the page items function correctly like show conditions calculations or additional pages.
- Click Copy to copy over the page. You will then be presented with a link to the survey where you copied the page.
- Open that survey link to review the copied content. This content will not need to be resaved as a new survey version (so won't be lost if you exit out of the designer without saving) as this is done automatically by the system.