{"id":23963,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/survey-questionnaire-layouts-1\/"},"modified":"2025-02-12T18:20:19","modified_gmt":"2025-02-13T02:20:19","slug":"survey-questionnaire-layouts-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/survey-questionnaire-layouts-1\/","title":{"rendered":"Survey \/ Questionnaire Layouts"},"content":{"rendered":"<p>A common use of ExtraView implementations is to use its functionality to perform surveys; creating screen forms, capturing data and reporting.&nbsp; Surveys have a number of characteristics in common.&nbsp; Typically there are a significant number of questions posed to the user, data is captured in a variety of forms, such as Yes\/No, selecting values from a list, entering comments, etc.<\/p>\n<p>There may be hundreds of questions posed in a survey and it would be tedious to create fields for each question and each response.&nbsp; Individual fields have another drawback in that reporting and summarizing the results can be difficult.<\/p>\n<p>Survey layouts provide an elegant answer to this.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"\/v25\/extraview-media\/images\/ag\/fields_and_layouts\/survey-diagram.png\" style=\"width: 90%;\" \/><\/p>\n<p>Each Survey is the parent issue within a parent-child relationship.&nbsp; Each Question is the child.<\/p>\n<p>The Questions are typically small layouts with a field for the question and one or more fields for the response.&nbsp; The fields can be configured with attributes such as Visible If, Requred If, etc., providing a huge amount of flexibility in designing your survey, such as making a question&#8217;s visibility dependent upon the response to another question.<\/p>\n<p>The advantages of this approach are that configuration only requires a small number of fields, and that reporting, including the calculation of metrics on the results are much simpler to configure and display.<\/p>\n<p>The parent Survey is composed of <em>add <\/em>and <em>edit<\/em> layouts with their standard characteristics.&nbsp; The Questions are included within an embedded layout within the parent Survey layout.&nbsp; The embedded layouts are similar to related issue layouts, but with special characteristics.&nbsp; The following layout cell attributes may be configured on the survey layout within the <em>add<\/em> and <em>edit<\/em> layouts to control the presentation and behavior of the questions.<\/p>\n<ul>\n<li>\n\t\tRID RELATIONSHIP NAME<\/li>\n<li>\n\t\t&#8211;RID GROUP REFERENCE FIELD<\/li>\n<li>\n\t\tRID SORT ORDER<\/li>\n<li>\n\t\tRID RELATION TYPE<\/li>\n<li>\n\t\tRID FILTERS<\/li>\n<li>\n\t\tRID LINK FIELD NAME<\/li>\n<li>\n\t\tRID ACT ON FIELD CHANGE<\/li>\n<\/ul>\n<p>The Questions are not configured in exactly the same way as other related issue types.&nbsp; The layout type must be created with a name that starts with the characters <strong>EDIT_RID_<\/strong>.&nbsp; For example a valid layout type name may be EDIT_RID_QUESTION.<\/p>\n<h3>\n\tExample<\/h3>\n<p>This example shows how a survey with questions is created.&nbsp; As with most ExtraView configurations there is latitude on many of the steps shown below.&nbsp; The survey gathers responses on the quality of service provided following a service call.&nbsp; The names and titles in the example may all be altered to suit your implementation.<\/p>\n<table border=\"0\" cellpadding=\"2\" cellspacing=\"2\">\n<tbody>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t1<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tCreate a new Layout Type<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tUsing the Create and Maintain Layout Types utility, create a layout type with the name <strong>EDIT_RID_QUESTIONS<\/strong>, the title of <strong>Questions Layout <\/strong>and a usage of <strong>Screen.<\/strong>&nbsp; The name must begin with the characters <strong>EDIT_RID_<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t2<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tCreate a new Business Area<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tWithin the Data Dictionary, create a Business Area which will hold all the Survey data. Name this Business Area as <strong>Survey<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t3<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tManage Projects<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tChoose the <strong>Survey<\/strong> Business Area.&nbsp; Retitle the <strong>SURVEY_DATA <\/strong>Project as <strong>Survey Data<\/strong>.&nbsp; Add a second Project to the Area named <strong>SURVEY_QUESTIONS<\/strong> and titled <strong>Survey Questions<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t4<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tManage Navigation Bar<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tAssuming you are using a navigation bar configured for your installation, add entries for <strong>Add a Survey<\/strong> and <strong>Add a Question<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t5<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tCreate the Questions layout<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tWithin the Design Center, create an embedded layout for the <strong>Questions Layout <\/strong>within the <strong>Surveys <\/strong>Business Area and <strong>Survey Questions<\/strong> Project.&nbsp; Create other layouts that you may also want for the Business Area and Project, such as Detailed Report.&nbsp; This layout will be embedded within the Surveys <em>add <\/em>and <em>edit <\/em>screens<\/td>\n<\/tr>\n<tr>\n<td style=\"vertical-align: top; text-align: right;\">\n\t\t\t\t6<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\tCreate the Surveys layout<\/td>\n<td style=\"vertical-align: top;\">\n\t\t\t\t&nbsp;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A common use of ExtraView implementations is to use its functionality to perform surveys; creating screen forms, capturing data and reporting.&nbsp; Surveys have a number of characteristics in common.&nbsp; Typically there are a significant number of questions posed to the user, data is captured in a variety of forms, such as Yes\/No, selecting values from&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23935,"menu_order":23,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23963","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Survey \/ Questionnaire Layouts - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/administration-guide-1\/site-configuration-menu-1\/design-center-4\/survey-questionnaire-layouts-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Survey \/ Questionnaire Layouts - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"A common use of ExtraView implementations is to use its functionality to perform surveys; 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