Cards pane

This pane allows you to create new cards and questions for your questionnaire. For more information about what cards and questions are and how they work, please go to the article on Creating cards and questions.

Overview toolbar

This button shows that you are currently in the ‘cards’ mode and allows you to switch this pane to another mode.
Clicking this creates a new card with one question, the type of which you can choose in the drop down menu that appears. The card will be created under the card you have currently selected. If you haven’t selected any card, the new card will appear at the bottom.

For more information on types of questions, please consult the article on Creating cards and questions.
This button will only be visible if you have selected a card. Clicking this button shows a list of types of questions. After choosing the right type of question, clicking it creates a new question in the selected card.

For more information on types of questions, please consult the article on Creating cards and questions.
These are the copy, cut and paste buttons.

Having selected a card or question, you can copy or cut it and then paste it somewhere else using these buttons.
These are the move up and move down buttons. When you have multiple cards/questions, you can move their order by selecting them and using these buttons.
These buttons enable or disable the condition and option frames for the selected card or question.
Clicking the garbage can deletes the selected card or question.
This button gives you an outline of all cards and questions. Clicking one of the cards or questions makes the pane scroll to that card/question and highlights it, enabling you to browse to a card/question rapidly even in long Q&A forms.
This button gives you extra options, such as translating the selected card/question or (if nothing is selected) all cards using our integration with the DeepL Pro translation software.

Cards

You can change the title of the card by clicking the title and typing your own title.

Collapsing the card

Clicking the  button will collapse the card, i.e. make it temporarily invisible (even though it is still there). It can be made visible again by clicking the  button. This can be useful to make editing the Q&A form more manageable, because a collapsed card will take up less space.

If you hold down Shift while pressing this button, you will toggle the visibility of the options and conditions of each of the card’s questions. This allows you to quickly show/hide all the options and conditions of the questions.

If you hold down Alt while pressing this button, you will collapse/expand all cards. In other words, holding down Alt and clicking on a single card’s button has the same effect has clicking on every button of every card individually.

When you hold down both Shift and Alt and press the button, you will combine the effect — i.e., simultaneoulsy expanding all cards & showing all options & conditions of all questions, or on the contrary collapsing all cards and their questions’ options & conditions.

Questions

Predefined answers

A card can contain one or more questions and each question can have predefined answers. Predefined answers can be added in two ways:

  •  clicking “add predefined answers” gives you the option to add your own predefined answers
  • clicking “choose predefined answers” lets you choose a datafield that already has predefines so they can be shown here automatically
If you choose the first option, please make sure that your predefined answers correspond exactly to any conditions in the document, sets of changes or anything else linked to this answer.

As a reminder, the easiest way to create questions tied to (the datafields in) the document is to use the batch create pane.

Having at least one predefined answer, you can:

  • add an additional predefined answer by clicking 
  • change the order of showing the answers by clicking the  button
  • add a label (i.e. how the answer is shown to the user of the Q&A form) by clicking 
  • make an answer the answer that will be selected by default by clicking 
  • add/edit conditions for showing a predefined answer by clicking 
  • delete the predefined answer by clicking 

Options

Options for cards

Options can be used to:

  • assign a card to a category shown in a separate tab in the Q&A form
  • give a card a different color
  • leave some extra space above a card
  • indent the card up to three spaces
Categories

In the absence of any categories, all cards will be shown on one page in the Q&A form. For longer lists of questions, it may come in handy to add some structure to the questions. 

When categories have been assigned to cards, a user of the Q&A form sees a tab per category each containing the relevant categorized cards. 

Clicking the  button will show the existing categories (if any). You can assign a category of your choosing by simply clicking it. If no categories exist yet or you want to create additional ones, click the “edit categories” button.

Now you can create a new category by clicking  or edit/delete an existing one.

Having assigned/created a category, you will see a tab appear on top of the cards pane with the name of the category to which you can navigate.

Options for questions

The following options are available for questions:

  • assign a datafield to a question
  • choose whether only one answer may be given or whether multiple answers are possible (only for certain types of questions)
  • indicate whether the answer is mandatory or not (resulting in a warning in the questionnaire when the question has not been answered yet)
  • indicate whether a different answer should be given for each language version
  • add a help text for the question
  • indicate whether free answers are allowed (outside of the predefined answers)
  • indicate whether a large answer box should be provided (only for text type questions)
  • indicate a minimum and maximum value for number type questions
Assigning a datafield to a question

If the answer to a question contains the input of a datafield, the two should be tied together. This is done by selecting the relevant datafield for that question in the options frame.

Please remember that the easiest way to create questions that are already tied to the relevant datafields (and contain the relevant predefines) is by using the batch create pane.
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Batch create pane