Questionnaires and Checklists

Creating and managing questionnaires and checklists in our business apps.

 

 

Questionnaires and checklists add another dimension to the data collection capabilities of our custom apps. We can now add surveys, opinion polls, or similar tools to our apps.

Creating Checklists and Questionnaires

To demonstrate how we can create questionnaires or checklists in our app, we will be creating a Driver Questionnaire in order to collect more information on potential drivers.

Just like any tipo, we can integrate questionnaires and checklists to our app in two ways:

1. As a stand alone tipo
2. As a field in another tipo

Stand-alone Tipo

To create a stand alone questionnaire, the same process for creating a new tipo is applied. 

Step 1: Creating a New Questionnaire

In the Manage Tipos, add a new Tipo labelled, "Driver Questionnaire", of tipo type Questionnaire tipo.

After selecting the tipo type, the interface contains similar configurations as the usual tipo, however, a Questions section is now in place of the usual Fields section.

Step 2: Adding Questions

The Questions section is where we will add the questions to our questionnaire.

Questions are treated the same as fields, with most of the field configurations applicable to questions.

First set of question data that will be seen are: 

• Question Number
• Question
• Answer Data Type

For our example, add a new questions to the Question section, with the following basic information:

• Question : "Do you have a driver's license?"
• Answer Data Type : "Text"

Then proceed to the expanded view.

Step 3: Check the Data/Answers Tab

In the expanded view, similar configurations is available for use.

Here, proceed to the Data/Answers tab.

The Data/Answers tab is where we configure the data or answer that the question can accept and/or present.

The following configuration can be found in this tab:

• Allow Multiple Values - enable selection of multiple answers to the question.
• Dropdown - the choices will be shown through a dropdown feature.
• Multiple Choice - presents the choices in a multiple choice order. 
• Form-Text - provides a static read-only text as default value. 
• Default Values - indicates default values for the questions.

Answers can be shown through either a Dropdown feature or Multiple Choice, when either one is selected the other is hidden.

Note: Allow Multiple Values configuration is available for either option and will always be visible.

Dropdown

When a dropdown feature is enabled, a section for the dropdown values is shown.

Here, we input the values that we want to have in the dropdown.

Multiple Choice

If a multiple choice is selected, Dropdown is hidden and a Multiple Choice values section is shown.

When you add a new Multiple Choice value, a new item on the section will be added with the following data:

• Value - option value
• Color - background color for the option
• Icon - option icon

For our example, we will enable the multiple choice feature, and add the following multiple choice values:

Multiple Choice Value 1

• Value : "Yes"
• Color : yellow
• Icon : -

Multiple Choice Value 2

• Value : "No"
• Color : red
• Icon : -

Multiple Selection

This feature is enabled when we want multiple values to be selected as answer to the question.

This is most useful when Multiple Choice is selected as the Data/Answers mode.

Review and save all the configurations to our question, then save our new tipo.

Built in Data

When we save the tipo, a number of questions get automatically added.

• Created Date
• Created By
• Percentage Complete
• User Response Unique ID

These fields are added by default in order to automatically record relevant data that will be shown in the List view of our Driver's Questionnaire.

Step 4: Add To Home

In order to view and use our  stand alone tipo, we will add it to our Home menu.

To add our Driver's Questionnaire to our app, proceed to the Manage Menu page in our developer perspective.

Here, proceed to Home.

Edit our Home tipo, and add a new field.

Label the new field, Driver's Questionnaire, and select your preferred icon.

Save our configurations.

Step 5: Review Output

To check out the questionnaire that we have created, go to app Home.

In the left-hand side of the interface, select the Driver's Questionnaire menu.

In the Driver's Questionnaire page, create a new questionnaire.

The questionnaire will look similarly to this.

Once the questionnaire has been filled and save, the output will look like the one on the photo below.

Field of An Existing Tipo

We now know how to create a standalone questionnaire tipo. However, say we want to incorporate our questionnaire into a different tipo?  

To demonstrate the embedding a questionnaire to an existing tipo, we can add our Driver Questionnaire to our Driver tipo.

The same process for adding a tipo as a field applies in this case.

Refer to our guide on linking tipos for a more detailed explanation.

Note: Ensure that the relationship is set to embed, this is so that the contents of our questionnaire will be readily visible to our users.

Refer to our guide on relationships to better understand the embed relationship.

Now to see how our new checklist adapt to the Driver tipo, proceed to app Home.

In the app Home, navigate to the Drivers page.

In the Drivers page, create a new driver.

In the Driver form, scroll down the page.

Here, you will see that the built-in checklist that we have created is now part of the New Driver form.

Fill out the form.

Once you save the contents, you will see a preview of the Driver data.

There are numerous ways of incorporating checklists and questionnaires into our custom business apps, it all depends on the need for them.

How about you? How can you add checklists and/or questionnaires to your app?

Send us a message and share your thoughts! Even if its to brainstorm for the next big survey or security checklist for your business app!