The “Questionnaire” section allows you to collect additional and relevant information from a Publisher or a Buyer and view the history of actions committed with the questionnaire.

The “Questionnaire” section allows you to collect additional and relevant information from a Publisher or a Buyer. To view, go to the Documents And References > Questionnaire

section.

The “Publisher Questionnaire” tab allows you to create a questionnaire specifically for a Publisher. To set and edit the questions, click the “Edit” button in the upper left corner. In the pop-up window fill in the following fields:

  • Questionnaire name

  • Text before questionnaire

  • Text before signification

  • Signification label

  • Disabled text

To add a new question to your questionnaire, select the type of the question from the “Type” drop-down list, and fill in the following fields:

  • ID - Question ID.

  • Type - Question type.

  • Parent - Parent question.

  • Parent Condition - The answer that will be correct for displaying Parent questions.

  • Question - Question text.

  • Answers - Answer choices. (Available only with Variant and Multi-Variant questions).

  • Status - If the question is Active/Disabled.

  • Created - Date when a question is added.

  • Updated - Last edit date.

  • Order - The “weight” given to a question for sorting the list. We recommend specifying the order in increments of 10 (10, 20, 30, etc.) so when you add new questions in the middle of the questionnaire, it won’t shift the subsequent questions. When adding a new question you can number it as 11,12,13 or 34,35,36 etc., so you will have available numbers between question 10 and question 20.

  • Group - The name for a group of questions. Questions with the same group name will be combined into a collective group with a single title. Questions within one group should be placed sequentially, one under the other.

  • Action - Saving, deleting, or adding a question.

documents_and_references_questionnaire_edit2

Available question types:

  • Variant - A question with a list of answer choices. To designate the list of suggested answers, fill in the “Answers” field, using "[|||]" as the separator between the answer choices. Example: yes [|||] no.

  • Plain Text (one line) - The answer to this type of question should be a short one-line text. Presented as an input field.

  • Multi-Variant - A question with a list of available answers that allows you to select multiple answers using checkboxes. To specify a list of suggested answers, fill in the Answers field, using "[|||]" as the separator between the answer choices. Example: yes [|||] no.

  • Separator - Blocks that can be filled with text and used as "sub-headers" and logical text delimiters.

  • Multi-line - The answer to this type of question may be a text in one or more lines. Presented as a “text area.”

  • State and Date - A premade block that contains a dropdown list of states and a date picker.

  • State - A premade block that contains a dropdown list of states within the U.S.

  • Country - A premade block that contains a dropdown list of countries.

  • File (required comment) - Allows you to request a file attachment to the Questionnaire. The file must be accompanied by a comment.

  • File (without comment) - Allows you to request a file attachment to the Questionnaire and does not require a comment.

  • File OR Comment - Allows you to request a file attachment to the Questionnaire. You can leave a comment in the text area or attach a file. Filling out a comment AND attaching a file will also work.

The “Buyer Questionnaire” tab allows you to create a questionnaire specifically for a Buyer. To set and edit the questions, click the “Edit” button in the upper left corner. In the pop-up window fill in the following fields:

  • Questionnaire name

  • Text before questionnaire

  • Text before signification

  • Signification label

  • Disabled text

The “Questionnaire History” tab allows you to view the history of actions committed with the questionnaire. This section displays such events as changing global questionnaire settings, adding a new question, deleting the question, editing the question.

To generate a more detailed report, you may use the “Date”, “Operator”, and “Context” filters.

The history data is provided in columns:

  • ID

  • Date - the date when the change is applied.

  • Name

  • Context

  • Event - an action that was applied to the questionnaire.

  • Action - displays what modules are affected by the change.

  • Operator - the user name of the operator who applied changes.

  • Actions - click the “View Diff” button to view the difference before and after the changes.

Did this answer your question?