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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

  1. Create solution and add fields
  2. Configure questionaire order and messages
  3. Setup inetrface for external users
  4. Configure email invitation
  5. Build report template

For detailed information read the section Setting up a questionaire with report below.

Copying a solution

Steps include

  1. Backup existing solution
    • Entity > Advanced > Backup > Create new backup
  2. Promote backup to standard
    • Click top backup > Promote to standard
  3. Create instance from standard
    • Quickstart > Repository > choose > Create this item
  4. Deploy solution
    • New entity > Deploy live