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Advanced Settings

Users creating a survey can further customize their questions using the Advanced Settings. This page is accessed by clicking the settings button found beside each question in the survey builder (see image below). Options available will vary depending on the survey question and the responses available.

Survey Question Tool

The Advanced Settings page has 3 tabs of options: General, Logic, and Style. After any selection is made, click the Save button at the bottom right of the page to commit the changes.

General Tab

The General tab has various checkboxes to select from depending on the type of question:

Multiple Choice Question

Survey General

  • Require a response - Require the respondent to provide a response to this question before proceeding.

  • Allow multi-select - Allow the respondent to select multiple options in response to this question.

  • Allow open-ended response - Allow the respondent to enter any value along with selecting any pre-defined select options

  • Display options as a radio button group - Options will all be displayed in a radio button list.

  • Provide an initial value - Select from a dropdown menu the default value you wish to present for the survey question.

  • Provide a custom code - Custom codes associate a survey question with a medical concept (type in the System, Code, and Display)

Photo Question

Photo General

  • Require a response - Require the respondent to provide a response to this question before proceeding.

  • Provide a custom code - Custom codes associate a survey question with a medical concept

Checkbox Question

Checkbox General

  • Provide an initial value - Choose a default value for the survey question.

    • Default value (Not Checked/Checked/None)
  • Provide a custom code - Custom codes associate a survey question with a medical concept (Input System/Code/Display)

Lifeology Question

Lifeology General

  • Require a response - Require the respondent to provide a response to this question before proceeding.

  • Provide a custom code - Custom codes associate a survey question with a medical concept (Input System/Code/Display)

Text Question

Text General

  • Add display logic - Hide this question unless the following criteria are met by the respondent.

Single Textbox Question

Single Textbox General

  • Require a response - Require the respondent to provide a response to this question before proceeding.

  • Set validation on min or max character count - Require the respondent to answer within a specified character length (set min and max character count)

  • Provide an initial value - Choose a default value for the survey question.

  • Provide a custom code - Custom codes associate a survey question with a medical concept (Input System/Code/Display)

Matrix Question

Matrix General

  • Add display logic - Hide this question unless the following criteria are met by the respondent.

Logic Tab

Survey Logic allows participants to skip questions not relevant to them based on their answers to previous questions.

Logic questions reduce survey dropout rates and improve the data collected by customizing the behavior of the survey based on the response entered. (e.g., If Logic is added to "Are you pregnant?" You can set it so those that answer "yes" will be asked an additional question such as, "How many months are you pregnant?" before advancing on with the survey, while those that answer "no" will automatically advance in the survey without seeing the additional question.)

Survey Logic

How to Add Survey Logic

Survey Logic is accessed from the Advanced Settings page of Surveys, then clicking the Logic tab on the left side of the Advanced Settings page (see image below).

Survey Logic Page

In the example above, we set 2 Logic rules for the "Do you eat breakfast daily?" question. We toggled it so if ANY of the Logic Rules are true, the subject will see the breakfast question. The first rule says they must click the checkbox (Equals/Checked) for "Click this checkbox if you are actively trying to lose weight." The second Logic rule is they must answer "no" (equals/no) to the "Do you intermittent fast?" question. Again, because we toggled ANY rule to be true, they only have to meet one of the rules to see the breakfast question.

  1. Click the checkbox for "Add display logic"
  2. If you have multiple Logic rules you wish to set for a question, toggle whether you want ALL or ANY rules to be true. (We selected ANY)
  3. Under "Logic Rule #1", click in the textbox and type or scroll to search for the survey question you want the logic attached to. (In the example above, we selected "Click this checkbox if you are actively trying to lose weight.)
  4. Select Equals (true) or Does Not Equal (not true) for the Value Comparison. (We selected Equals in our example.)
  5. Set the Comparison Value. In the example above our options are Checked, Not Checked, or None. (We selected "Checked".)
  6. Click the Save button at the bottom right of the page to commit this selection.
  7. If you wish to add more Logic rules, click the button. Or if you'd like to delete a a Logic Rule, click the button (In the example above, we added a 2nd Logic rule where they must answer "no" to "Do you intermittent fast?")

Style Tab

You can adjust the appearance of your survey question with the following:

  • Dense Margins - Tighten the margins around the survey item.

  • Indent survey item - Add extra left padding to the input control (input the indentation count).


Last update: 2020-10-06