Home > Studio Manual > Chapter 2.5 – Creating a basic Survey

Chapter 2.5 – Creating a basic Survey

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Back to Chapter 2 – Overview of “Organization”, “Customers” and “Projects & Users”

Video Walk-through

Here’s a video walk-through of how to create a basic survey:

Creating the survey

To create a survey you first need to run the SurveyToGo Studio. Then you can start creating your survey by clicking on either the “Create Survey” link on the front page or click the “New > Survey” menu option:

This will bring up the “New Survey Wizard” that allows you to create a new survey. You will first have to select a customer and a project under which to file the new survey. To read more about the concept of customers and projects, please check out Chapter 2 – Overview of “Organization”, “Customers” and “Projects & Users”.

Once you have finished running through the “New Survey Wizard” you will see the survey designer with an empty survey in it:

Adding Questions

SurveyToGo supports many question types. Some of which are only used in specific platforms while others can be used in all platforms. To add a question to the survey, you can choose from any of the following methods:

  1. select Question > New > questionType:
  2. Copy and paste a previous entered questions:
  3. Click the “New” button on the navigation bar:
  4. Click the toolbar menu to add questions:

After adding the question, based on the question type you will have to fill in the possible answers and settings. The layout of configuring each question is as follows:

Component Description
Question Text This text can be formatted using the available formatting toolbox, please note that currently the only platform that supports the advanced formatting is the Web platform. The PDA platform ignores the formatting options.
Question Answers Based on the question type you select, you will need to add the answers for the question. Some questions do not require custom answers at all, while others require more advanced answers configuration.
Preview Pane This pane shows you a preview of the question as it will be shown on the platform. The PDA preview is instant in that it shows you a preview “as-you-type” while the Web preview requires you to save the survey before it shows you the preview.

Configuring Question Properties
All questions have basic properties in common and are controlled from the following places:

The view options control the way the question and answers are displayed, and were covered in the previous section.

Component Description
Question Type Controls the type of the question. You can select from the various types by choosing from the dropdown list.
RTL Controls whether this question will be right-aligned and will use the Hebrew language for button labels & other settings during the survey.
Question In the textbox you enter the text of the question. You can use the formatting toolbox on the bottom to control the formatting of the question. Please note that the only the Web currently implements the formatting instructions. The PDA platform disregards the formatting settings.
Answers For questions that require you to specify their answers (or their answer properties).
Topics Some questions include the concept of ‘Topics’. When configuring a Topics question, the actual topics are controlled from this tab.


The variables options control the way the question will be exported when using the built-in exporters of SurveyToGo.

Component Description
Variable Name The name of the Column when exporting with the built-in MS Excel export provider. The variable name shown when exporting with the built-in SPSS export provider.
Missing value The value that will be entered if the question was skipped over or not entered into for any reason.
Short ID This is the Alias for the question. You will see this ID in the exported data. This is for your use only and is optional.
Export Checking this box (on by default) marks this question as a question who’s answers will show up on the exported data. If you do not want the answers to show up on your exported data, deselect this box.
Not Include In Print If you don’t want this question to be printed when you click “Survey > Print” you can select this box.
Export As Text If you select this box, the answers will show up on the exported data as text instead of codings.
Coding This section controls the specific codings of the actual values shown when exporting. The coding schemes might differ by question type.

Configuring an “Other Specify” answer

If you need one of your answers to be an “Other specify” answer, you can do that by clicking the answer in the variable tab and clicking the “Answer Properties” button:

Then, check the “Other specify” box. This will make the PDA display a text box next to that answer if the surveyor selects this answer.


The advanced options control various advanced options for the current question:

Option Description
Allow “No Answer” Controls whether the subject is allowed to not answer the specific question and go to the next page/question.
Include in selected subject answers Beyond the scope of this manual.
Starts a new page For surveys with multiple questions per page, controls whether this question will start a new page when rendered on the various platforms. This setting overrides the number of questions per page setting in the survey properties page.
Allow Comments
Hide Back Do not display the back button on this question
Do not render text
Custom Question
Do not show to Surveyor Don’t display this question to the surveyor, only to the reviewer.
Do not include as performance
Do not show number
Do not random If the chapter includes question randomization, do not include this question in the randomization.
Randomized answers/topics order Enable answer / topic randomization
Randomization groups Add this question to a pre defined randomization group. You can have unlimited randomization groups. In each groups the questions are randomized within the group.


The rules control the flow of the survey and are composed of both Entrance, Exit & Validation rules:

Component Description
Question Entrance Rule An expression that when evaluates to true, the current question will be displayed. If no expression exists, the question will also be displayed. If the expression evaluates to False, the question will NOT be displayed. Example of entrance rule:“Answer (15) == 1” When this rule is in place, the current question will only be shown if the answer to question number 15, was: 1
Jump Rules A series of condition and their corresponding branching targets. Jump rules can either specify to go to a  specific question/chapter or specify a custom action like submitting/cancling/filtering the current subject. Example of jump rule:“[condition] Answer (CurrQues) == 1 [action] Goto (5)”When this jump rule is in place, if the subject answers 1 on this question, the survey will jump to question 5.
Validation Rules A series of expressions and messages. When an expression evaluates to True, the user cannot progress to the next question, and the configured message is shown. Example of a validation rule:“[condition] Answer (CurrQues) + Answer (1) > 50 [message] Your answer for this question and the last one should be less then 50!!!”When this validation rule is in place, if the answer to this question + the answer of the previous question is more then 50, the message “Your answer for this question and the last one should be less then 50!!!” is shown and the user cannot progress to the next question.

Adding Chapters & Sub Chapters
Chapters allow for a convenient way to organize your survey. You can either choose to make a chapter visible or simply use the chapter as a container for questions without making it visible during the course of the survey.

To add a chapter you can do one of the following:

  1. Select Question > New > Chapter
  2. Right click on the Root Chapter > Add Sub Chapter
  3. Click the Add Chapter toolbar icon

    Method 1

    Method 3

Chapter Settings

Chapters have the following properties:

View Settings:

Option Description
Chapter Name The name of the chapter. This name will show up in the questions tree.
Description Description of the chapter and its purpose.
Visible in survey Controls if the chapter text is shown in the survey. If true, the chapter text will be rendered as an empty question.
Hebrew Controls right-aligning of the chapter when visible.
Chapter Text The actual text of the chapter that will be shown if the Visible in survey setting is set to true.

Advanced Settings:

Option Description
Starts a new page For surveys with multiple questions per page, controls whether this chapter will start a new page when rendered on the various platforms. This setting overrides the number of questions per page setting in the survey properties page.
Show in TOC When TOC (Table of contents) is enabled, controls whether this chapter is displayed in the TOC or not. The TOC is enabled/disabled by checking/unchecking this setting in the Root Chapter. When TOC is enabled, the PDA will display a TOC menu when running the survey. The TOC menu name will be taken from the root-chapter name, so you can for example rename the root-chapter to be “Chapters” and then that will be the name of the menu item.

Rules Settings:

Component Description
Entrance Rule Please refer to entrance rules of questions for more details.
Jump Rules Please refer to jump rules of questions for more details.
Validation Rules Please refer to validation rules of questions for more details.

Question Types
SurveyToGo supports the following question types:

New question menu

Question Type Description Specific configurations Example
Yes/No Simple question allows the user to either select yes or no pic18
MultiChoice User can select 1 answer from a list of answers • Can be rendered as list of radio buttons or a drop-down list pic19
Numeric User can enter a numeric value only. • Min/Max values can be set• Can be rendered with/without numeric panel pic20
FreeText User can enter any free text he wants • Can be rendered single line or multi line• Max length can be set.
Multi Selection User can select 1 or more out of a list of values • Min/Max selections can be set
Rating (PDA Only) user can order the various items in order of importance
Scale User can select from a scale of 1 to N • Low/High text values can set
Matrix This question type is obsolete, please use Multi-Topics instead
Multi-Topics User selects from a specified list of values for a specified list of topics.
Date Time User can enter either a date or a time answer • Can be set to either accept date or time value
Counters (PDA Only) User can count various items
Stopper (PDA Only) User can measure using a stopwatch the time it takes to complete items
Expression Non-Visible question. You can enter an expression/computation that will be evaluated when the survey reaches this question.
Empty Question without an answer. Used to display some text to the user without requiring him to answer.

Saving the survey
Once you are done designing the survey or during your work, you can save the survey by clicking the Survey > Save menu option or using the toolbar button:

You can then choose the location in the server where you would like to save the survey and give it a name.

Survey Modes – Getting the survey to your PDA

Your survey starts off in draft mode, which means the survey is not synchronized to your device. Once you are done designing the survey and you want to be able to synchronize the survey to the PDA you will need to change the survey mode to either Test or Production mode. Simply move the Survey Mode as shown here:

You can switch survey modes at any time. Here is a short description of the various modes:

Mode Description Synchronized to device?
Draft Survey design mode. Survey is NOT synchronized to device. No
Test Survey is synchronized to device, survey results are marked as test YES
Production Survey is synchronized to device, survey results are marked as live YES
Closed When you need to retire a survey you can move it the closed mode. NO

Note: Both Test and Production mode surveys are synchronized to your device. The difference between the modes is that in Test mode your results will be marked with a special flag so that you know you are in test mode. Please see the start of this chapter for more info about survey modes.

Go To Chapter 3.1 – Managing an Organization with multiple users and groups

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