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Cheatsheet

Fields in solution

Normal questions

  • "Complex question"

Sum of scores in normal questions

  • "Calc: Complex question (sum)"

Setting up multiple response for a question

  • "Multiline: Location editor"
  • "Multiline: Complex question"

Contact information for sending emails

  • Text and Email for contact information

Content for the Word report

  • "Word heatmap index"

Questionnaire field order

Entity > Advanced > Questionnaire: Question order

Order 0 means field is NEVER displayed

Questionnaire start and end messages

Entity > Advanced > Questionnaire: Messages

Send invitation to customer

  1. Entity status: Click status > Add status action
  2. Set email recipient = Email field
  3. Integrate name in message: Dear {NAME}

Template for report

  1. Create Word document
  2. Add content tags - ex. "${NAME}"
  3. Add to solution: Entity > Advanced > [Template list] > Add