Checkbox Survey Items are categorized by Question Items, Display Items, Report Items, and Action Items. This guide focuses on Questions Items and provides detailed descriptions of the 10 question types below. Each question type has a unique Item Editor. This guide describes the tools and options available in each Item Editor.
The Question Items menu is the default menu when you select the "Add Item" button within the Survey Editor. This menu consists of:
CHECKBOX TIP: Select an item type to preview the item on the right side of the window.
Radio Button questions present a list of possible answer options from which only one option can be selected.
The Radio Button editor consists of six editor tabs and one preview tab
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Choices:
Possible answer options are entered here.
Enter answer choices line by line in the Normal View:
1. Select the orange '+' icon to add a line. Select the red '-' icon to remove a line. Select in the row to edit answer text
2. Rearrange answer choices by selecting the corresponding up/down arrow and dragging the answer choice to a different position
3. Select the Default radio button to the left of an answer choice to have that option pre-selected in your survey
4. Use merging to insert the answer to a previous question, User Attribute, or Response Property into the answer choice field
5. Create aliases for answer choices. In the Choices tab, an alias is alternate answer text, which can be applied when reporting and exporting response data
Cut and paste answer choices from a text file into Quick Entry View:
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of questions and answers here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Like Radio Button questions, Drop-Down List questions allow a respondent to make only one answer selection. Drop-Down Lists are useful for hiding long list of answer options.
The Drop-Down List editor consists of six editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Choices:
Possible answer options are entered here.
Enter answer choices line by line in the Normal View:
1. Select the orange '+' icon to add a line. Select the red '-' icon to remove a line. Select in the row to edit answer text
2. Rearrange answer choices by selecting the corresponding up/down arrow and dragging the answer choice to a different position
3. Select the Default radio button to the left of an answer choice to have that option pre-selected in your survey
4. Use merging to insert the answer to a previous question, User Attribute, or Response Property into the answer choice field
5. Create aliases for answer choices. In the Choices tab, an alias is alternate answer text, which can be applied when reporting and exporting response data
Cut and paste answer choices from a text file into Quick Entry View:
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of questions and answers here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Unlike Radio Button and Drop-Down List questions, Checkbox questions allow a respondent to select multiple answer options from the list of answer choices. You can specify the minimum and maximum number of answers a respondent is allowed to select under the Behavior tab.
The Checkbox question editor consists of six editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Choices:
Possible answer options are entered here.
Enter answer choices line by line in the Normal View:
1. Select the orange '+' icon to add a line. Select the red '-' icon to remove a line. Select in the row to edit answer text
2. Rearrange answer choices by selecting the corresponding up/down arrow and dragging the answer choice to a different position
3. Select the Default radio button to the left of an answer choice to have that option pre-selected in your survey
4. Use merging to insert the answer to a previous question, User Attribute, or Response Property into the answer choice field
5. Create aliases for answer choices. In the Choices tab, an alias is alternate answer text, which can be applied when reporting and exporting response data
Cut and paste answer choices from a text file into Quick Entry View:
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of questions and answers here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
A Rating Scale question consists of a consecutively numbered scale, the range of which can be customized under the Behavior tab. Rating Scale questions allow a respondent to choose only one answer choice from the scale range.
NOTE: When generating a report, only Rating Scale questions can be displayed as Statistics Table charts.
The Rating Scale question editor consists of five editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of questions and answers here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Matrix items are made up of rows and columns to create a grid of questions. Every row/coloumn combination is a unique question.
NOTE: When generating a report, Matrix Items can only be displayed as summary tables.
For more information on Matrix Items visit the Checkbox 5 Matrix Item Guide (coming soon)
The Matrix question editor consists of six editor tabs and one preview tab:
NOTE: Row conditions can be applied on the Preview tab using the blue arrows to the left of the row labels (1). Setting a condition to a row means that that row will either display or not display to the respondent depending on whether certain conditions are met.
Question Text:
Main question text, also known as the question label. Applies to entire Matrix. Each column will also have separate question text.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Rows:
Each row represents the subject of a question asked in the matrix column(s). Similar to the Choices tab in other question editors, the Rows tab lets you enter variables line by line.
Columns:
Each column asks a question directed toward the matrix row variable(s), or subject(s).
After selecting the Add Column button, a window will appear with question type options. In this example, we will make our first column a Rating Scale question.
Select Next to set column properties.
On the Properties step you can enter column question text, and configure question behavior options and column options. In this example we will not include any question text.
On the Properties step under Behavior, configure your question item. The behavior options will depend on the question type you selected on the Select Column Type step.
On the Properties step under Column Options, configure your column settings.
Select Finish complete the column setup process.
On the Complete step of the column setup wizard you have the option to add more items/columns to your matrix, or to exit the wizard and return to the Matrix Item Editor. In this example we will exit the wizard.
As you can see, the new Rating Scale column has been added to the column list. To modify this column, select the blue number to the left of the column type label (1).
Appearance:
Make changes to the appearance of questions and answers here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Open-Ended Single-Line Text items are used for collecting a single line of free form text. Formatting rules can be applied to the answer text. This type of question is useful for collecting demographic data and contact information.
The Open-Ended Single-Line Text item editor consists of five editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of the question and text box here.
CHECKBOX TIP: To minimize scrolling on contact or registration forms, position the text field on the same line as the question text by setting the Label Position to 'Left' or 'Right'
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Open-Ended Multi-Line Text items are used for collecting multiple lines of free form text within a specified number of rows and columns. This type of question is useful for collecting open response answers, such as explanations, suggestions, comments, questions, etc.
The Open-Ended Multi-Line Text item editor consists of five editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label. Applies to entire Matrix. Each column will also have separate question text.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Appearance:
Make changes to the appearance of the question and text box here.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Add a File Upload input option to allow respondents to upload a file form a computer. The file will be captured with the survey response.
NOTE: The default maximum file size that can be uploaded is 4MB. Customers with server licenses can set the maximum file size to their specifications.
The File Upload item editor consists of four editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
This tab contains optional behavior settings that you can choose to apply to your survey:
CHECKBOX TIP: Reports and exported data display the question text from your survey editor. This means that if you used merging in your question text, the source value code that was applied to your question will appear in your report or export. Report viewers may be confused as to what the question is asking because of the source value code. This is an example of when you might want to use an alias, or alternate text, in place of your actual question text.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
Include a Captcha validation input to protect your survey from internet bots. Captcha displays a unique code that the respondent must enter into the text field provided. If the code entered is incorrect, the respondent will not be able to proceed in the survey.
The Captcha question editor consists of six editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
Make changes to the appearance of the question and text box here.
Text Formats:
Select one or more Captcha styles from the Text Formats list. If you select more than one format, the styles will rotate.
Appearance:
Change the justification of the entire question in relation to the survey content frame. Options include left justified, right justified, or centered in the window.
Conditions:
Use conditional logic on survey items to ensure that a particular question will only display when certain conditions are met by the respondent. If no item conditions are set, the survey item will always* display in your survey.
* Even if no item conditions are set, if one or more page conditions are set, the entire page may or may not display depending on whether certain conditions are met by the respondent. Items are subject to the conditions (if any) set to their page.
For more information on conditional logic visit the Checkbox 5 Conditions & Branching Guide
The Slider Item allows respondents to drag a key along a horizontal plane and drop it at a desired value along the path. Slider answer values can be configured as a numeric range, or with custom answer choices.
NOTE: The Slider question type is unique among its peers in that a default answer value will always be selected. Slider questions cannot be left blank.
The Slider question editor consists of six editor tabs and one preview tab:
Question Text:
Main question text, also known as the question label.
For more information on Merging see the Checkbox 5 Text Merge Guide
Description Text:
Subtext to the main question text. Sits below the question text line.
The Description Text editor tab is identical to the Question Text editor tab.
Behavior:
The Value Type is selected on the Behavior tab in the item editor. Choose from:
When Number Range is selected, additional options will appear below the value type drop-down menu.
When Image is selected, no additional options will appear on the Behavior tab. Images are uploaded on the Choices tab.
When Text is selected, no additional options will appear on the Behavior tab. Answer values are entered on the Choices tab.
Choices:
Possible answer values are entered/uploaded here.
NOTE: When Number Range is selected, the Choices tab is disabled.
When Image is selected on the Behavior tab, the images are uploaded on the Choices tab.
Select the orange Upload button to upload your first item.
A window will appear. To add an image, choose from the following options:
After adding an image, select Set The Image.
Next, create an alias for your image. A unique alias is required for all options when using images. The alias value for images will be shown when viewing reports or exporting data.
Select the "+" icon to add your image.
NOTE: You may upload up to 10 images per slider item.
When Text is selected on the Behavior tab, the custom values are entered on the Choices tab.
Enter answer choices line by line in the Normal View:
1. Select the orange '+' icon to add a line. Select the red '-' icon to remove a line. Select in the row to edit answer text
2. Rearrange answer choices by selecting the corresponding up/down arrow and dragging the answer choice to a different position
3. Select the Default radio button to the left of an answer choice to have that option pre-selected in your survey
5. Create aliases for answer choices. In the Choices tab, an alias is alternate answer text, which can be applied when reporting and exporting response data
CHECKBOX TIP: Include a “N/A” value if your Slider question doesn’t apply to all respondents.
Cut and paste answer choices from a text file into Quick Entry View:
Appearance:
Make changes to the appearance of questions and answers here.
When Number Range is selected as the slider type:
When Image is selected as the slider type:
When Text is selected as the slider type:
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