Questionnaire building process
In order to create a complex questionaire you first choose between copying a solution and creating from scratch.
We strongly reccomend the copying if you are unfamiliar with designing solutions.
Creating from scratch
Steps to create a questionaire includes
- Create solution and add fields
- Configure questionaire order and messages
- Setup inetrface for external users
- Configure email invitation
- Build report template
For detailed information read the section Setting up a questionaire with report below.
Copying a solution
Steps include
- Backup existing solution
- Entity > Advanced > Backup > Create new backup
- Promote backup to standard
- Click top backup > Promote to standard
- Create instance from standard
- Quickstart > Repository > choose > Create this item
- Deploy solution
- New entity > Deploy live