{"id":1304,"date":"2020-02-16T11:33:29","date_gmt":"2020-02-16T10:33:29","guid":{"rendered":"https:\/\/help.clausebase.com\/?post_type=kb&#038;p=1304"},"modified":"2022-10-23T20:17:19","modified_gmt":"2022-10-23T18:17:19","slug":"how-to-create-a-questionnaire-using-batch-create","status":"publish","type":"kb","link":"https:\/\/help.clausebase.com\/kb\/how-to-create-a-questionnaire-using-batch-create\/","title":{"rendered":"How to: create a questionnaire using batch create"},"content":{"rendered":"\n<p>Using the&nbsp;<a href=\"https:\/\/help.clausebase.com\/kb\/batch-create-pane\/\">batch create pane<\/a>&nbsp;within the Design Q&amp;A mode, it is very easy to create a basic questionnaire.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Start designing the Q&amp;A<\/h3>\n\n\n\n<p>Open your document in the Design Q&amp;A mode. This can be done in two ways:&nbsp;<\/p>\n\n\n\n<ul><li>either by clicking the <img loading=\"lazy\" decoding=\"async\" width=\"52\" height=\"52\" class=\"wp-image-1311\" style=\"width: 26px;\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/image-54.png\" alt=\"\">&nbsp;button in the top right corner of assemble document and then clicking <img loading=\"lazy\" decoding=\"async\" width=\"294\" height=\"62\" class=\"wp-image-1312\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/image-55.png\" alt=\"\" style=\"width: 147px;\">; or<\/li><li>by editing an existing questionnaire by clicking on it on the home page and selecting&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"256\" height=\"60\" class=\"wp-image-1313\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/image-56.png\" alt=\"\" style=\"width: 128px;\"><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Go to batch create<\/h3>\n\n\n\n<p>The Design Q&amp;A mode will automatically open in two panes, showing the document and cards panes. You can choose to add a third pane to your screen by clicking&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"198\" height=\"68\" class=\"wp-image-1305\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/1577717468683-o1o.png\" alt=\"\" style=\"width: 99px;\">&nbsp;on top.<\/p>\n\n\n\n<p>Change one of the available panes to the batch create mode by clicking the pane selector (e.g.\u00a0<img loading=\"lazy\" decoding=\"async\" width=\"148\" height=\"62\" class=\"wp-image-1306\" style=\"width: 74px;\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/1577717511481-97s.png\" alt=\"\">) and choose\u00a0<em>batch create<\/em>.\u00a0<\/p>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-2d68a9b6-d5e9-4162-9d65-c974215beb7a\">\n\n\n<p>A good way of working at this stage is by using one pane to &#8220;batch create&#8221; cards\/questions, another to view your cards (the &#8220;cards&#8221; pane) and another to view your final document (the &#8220;document&#8221; pane).<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\">Create your cards<\/h3>\n\n\n\n<p>Now you will see an overview of all concepts (including their datafields) used in your document.<\/p>\n\n\n\n<p>You can now choose to:<\/p>\n\n\n\n<ul><li>\u00a0with one click create a separate card for each concept, each containing questions for their respective datafields; or<\/li><li>create custom cards by individually assigning concepts or datafields to individual cards or questions.<\/li><\/ul>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-33d5797b-c6f5-4eba-96fb-4a43e318a6fd\">\n\n\n<p>For more information on cards and questions, please consult the\u00a0<a href=\"https:\/\/help.clausebase.com\/kb\/about-cards\/\">Creating cards &amp; questions<\/a>\u00a0article.<\/p>\n\n\n<\/div>\n\n\n<p>The quickest option is clicking the&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"204\" height=\"58\" class=\"wp-image-1308\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/1577717846418-_eU.png\" alt=\"\" style=\"width: 102px;\">&nbsp;button, which creates a separate card for each concept, each containing questions for their respective datafields.<\/p>\n\n\n\n<p>Alternatively you can go through each of the datafields, clicking the&nbsp;<img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"54\" class=\"wp-image-1309\" src=\"https:\/\/help.clausebase.com\/wp-content\/uploads\/2020\/02\/1577717889549-spA.png\" alt=\"\" style=\"width: 57px;\">&nbsp;button to either add them to an existing card or create a new card for the selected datafield. Make sure you don&#8217;t forget any datafields.<\/p>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-9cc1c4c8-036d-422f-8321-7bc92b3cb799\">\n\n\n<p>Tip: by assigning labels to your datafields, you can speed up the batch import process (see the video below). If a datafield has not been translated, so that only its &#8220;internal name&#8221; is available, then this internal name will be assigned to the language that the Q&amp;A is currently set to.<\/p>\n\n\n<\/div>\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Datafield labels\" src=\"https:\/\/player.vimeo.com\/video\/426298733?h=3f4102a5ab&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Finalising the questionnaire<\/h3>\n\n\n\n<p>Having created cards or questions for all datafields, you can use the cards pane to finalise the questionnaire by <a href=\"https:\/\/help.clausebase.com\/kb\/adding-conditions-to-cards-questions\/\">adding&nbsp;conditions<\/a>&nbsp;and\/or&nbsp;<a href=\"https:\/\/help.clausebase.com\/kb\/cards-pane\/\">options&nbsp;to your cards\/questions<\/a>, use the&nbsp;changes pane&nbsp;to make&nbsp;<a href=\"https:\/\/help.clausebase.com\/kb\/changes-pane-2\/\">changes sets<\/a>&nbsp;etc.<\/p>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-be10abb0-9df6-4044-859e-c0d9d5da8b88\">\n\n\n<p class=\"has-text-align-left\">At this stage, a handy way of working is by opening the &#8220;cards&#8221; or &#8220;changes&#8221; pane (depending on what you&#8217;re working on), the &#8220;test cards&#8221; pane and the &#8220;test document&#8221; pane so you can immediately simulate the questionnaire without having to go to the &#8220;simulate&#8221; mode.<\/p>\n\n\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Using the&nbsp;batch create pane&nbsp;within the Design Q&amp;A mode, it is very easy to create a basic questionnaire. Start designing the Q&amp;A Open your document in the Design Q&amp;A mode. This can be done in two ways:&nbsp; either by clicking the &nbsp;button in the top right corner of assemble document and then clicking ; or by &#8230; <a title=\"How to: create a questionnaire using batch create\" class=\"read-more\" href=\"https:\/\/help.clausebase.com\/kb\/how-to-create-a-questionnaire-using-batch-create\/\" aria-label=\"More on How to: create a questionnaire using batch create\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ub_ctt_via":""},"kbtopic":[180],"kbtag":[186,16],"_links":{"self":[{"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kb\/1304"}],"collection":[{"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/comments?post=1304"}],"version-history":[{"count":1,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kb\/1304\/revisions"}],"predecessor-version":[{"id":7225,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kb\/1304\/revisions\/7225"}],"wp:attachment":[{"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/media?parent=1304"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kbtopic?post=1304"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/help.clausebase.com\/wp-json\/wp\/v2\/kbtag?post=1304"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}