Questionnaire Survey

Overview

Questionnaire surveys are typically used for data collection. Their main features include support for no authentication mode and the ability to collect data from external team members. A questionnaire survey generates a form based on a data table, allowing selection of specific fields to display in the form.

Concept Explanation

Questionnaire Design

The design process involves building the questionnaire form, selecting the source data table, and setting the form content and display style. This process only generates questionnaire configurations; questionnaire distribution must go through Questionnaire Creation

Questionnaire Creation

Create questionnaire instances for designed questionnaires. One questionnaire design can have multiple questionnaire instances. Different questionnaire instances can set different default form data, as well as start and end times for the questionnaire.

Usage Scenarios

• Customer feedback collection
• Employee satisfaction surveys
• Training effectiveness evaluation
• Market information collection
• Product or service quality assessment
• Business opportunity collection

Settings

Configuration Instructions

Setting Item	Description
Associated Data Table	Data table where questionnaire survey data is stored
Name	Name of the questionnaire survey
Identifier	Internal identifier of the questionnaire survey
Description	Remarks
Prompt Text Displayed After Submission	Text displayed to users after they submit the questionnaire
Call Automation When Opened	Call automation when users open the questionnaire, passing context SurveyContext
Call Automation After Submission	Call automation when users submit the questionnaire, passing context SurveyContext
Authentication Method	No Authentication System Account Authentication
Language	Supports setting the language environment used when opening the questionnaire, for use with internationalization. If not selected, the current language environment is used by default. Options: Simplified Chinese, English

TIP

When selecting System Account Authentication, users need to log in with their Informat account before filling out the questionnaire, and user information will be recorded in the Creator field.

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Call Automation When Opened

You can use automation to set automation return values to return form structure data as dynamic default values for the questionnaire form.

Usage Example

Suppose

Assume there is an Employee Satisfaction data table in the application with the following structure:

Field	Field Type	Description
gender	List Selection	Gender
department	Department Selection	Department
workYear	List Selection	Work Experience
education	List Selection	Highest Education
salaryAndBenefits	Rating	Salary and Benefits Satisfaction
trainingAndDevelopment	Rating	Training and Learning
promotionAndDevelopment	Rating	Promotion and Development
officeEnvironment	Rating	Office Environment
logisticalSupport	Rating	Logistical Support
leadershipSkills	Rating	Leadership Skills
managementMechanism	Rating	Management Mechanism
performanceAppraisal	Rating	Performance Appraisal
corporateCultureRecognition	Rating	Corporate Culture Recognition
improvementSuggestions	Rich Text	Improvement Suggestions

${
    {
        'gender': 'male',
        'workYear': '0~1',
        'education': '05'
    }
}

Or you can pass parameters through the questionnaire link and set default values through Call Automation When Opened.

Example

{Questionnaire Link}?gender=male&workYear=0~1&education=05

Parameter	Type	Description
ctx	SurveyContext	Questionnaire survey context

let ctx = automatic.getVar("ctx");

// Get URL
let url = ctx.httpRequest.headers.referer;

automatic.setVar("defaultVars", getUrlParams(url));

function getUrlParams(url) {
  const params = {};
  const regex = /[?&]([^=#]+)=([^&#]*)/g;
  let match;
  while ((match = regex.exec(url))) {
    params[match[1]] = decodeURIComponent(match[2]);
  }
  return params;
}

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Call Automation After Submission

You can implement page jump actions by setting return values in the called automation. Here is an example of the return value structure:

{
  "redirectType": "blank",
  "redirectUrl": "https://next.informat.cn/doc/index.html#/"
}

Return Value Description

Field	Type	Description
redirectType	String	Jump type: reload the page reload, open in new window blank, default is current window
redirectUrl	String	Jump URL

Notes

• When redirectType is reload, the redirectUrl parameter will be ignored
• When redirectType is blank, the address set in redirectUrl will open in a new window
• If redirectType is not passed or the value is not reload or blank, the address set in redirectUrl will open in the current window

Design

Basic Components

Implement questionnaire pagination by dragging.

Implement rich text box functionality by dragging.

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Components

Consist of fields from the associated data table. By clicking the Display and Edit checkboxes, read-only or editable components are automatically generated in the questionnaire.

Outline

In the outline, you can drag to arrange the order of components.