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How To Add Validation Rules

May 22, 2012 Leave a comment

Overview

SurveyToGo fully supports scripting and usage of validation rules.
From the simplest ones, to the most complicated.


A Validation rule is a script that is added to a question and will be checked each time the question is being advanced forward.
If the script is valid, it will proceed to checking the jump rule (if there is one), and continue to the next question.
If it is not valid, it would prompt a custom message, and will not allow continuing.

Step 1: Add a new instance of a validation rule.

Step 2: Configuring The validation rule’s condition.

Step 3: Configuring the Validation Rule’s Custom Message.

Adding a new instance of a validation rule.

In order to add a validation rule to a question, you should go to the questions ‘Rules’ tab.
Then, you should click the button for creating a new instance of a validation rule:

Configuring The validation rule’s condition

Now let’s add the condition:

Let’s say, for this example that the current question asks about:
“How many of your kids like chocolate?”

And that question number 2 asks:
“How many kids do you have?”

So this validation rule basically checks if the answer of the current question is greater than the answer of question 2, which is not reasonable – as if a person says he has 3 kids, but he answers that 5 of his kids like chocolate, it does not make sense.
Therefore the validation rule comes in hand.

Configuring the Validation Rule’s Custom Message.

Now, let’s add an error message to prompt:

This message will prompt if the answer would be greater than the answer of question 2 and will not allow continuing, as the validation rule says.

Important Note: When adding a validation rule in an expression question do not use Answer(CurrQues) as the answer value is not yet available at the stage when the rule is executed due to the order of actions within an expression question execution.

That’s it!

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How To: Use SurveyToGo Powerful Search Feature

May 14, 2012 Leave a comment

Overview

SurveyToGo has a powerful Search feature, enabling to search for specific text’s within:
Questions body text, Answers Text, Start Scripts, End Scripts, Entrance\Jump\Validation Rules, Answer scales, etc’.
Basically, you can search for a specific text in almost every place in your survey.

You can find this search tool in the main task bar.
The default search configuration is the most common one, although you can change some if its parameters.

As you can see, I search just part of a scales name and it shows me the results, by clicking on the result, it would reference me to its location.

That’s It!

Visit us at: http://www.dooblo.net

SurveyToGo – Built-In Functions Hand Book

May 14, 2012 1 comment

Overview

SurveyToGo contains an enormous set of built-in functions ready to use.
We have assembled all of them in one file – a useful handbook for scripting surveys.
Please see this link for the download:

http://www.dooblo.net/downloads/SurveyToGoCommands.zip

It contains all the functions but in a more raw form. We are in the process of moving them from this file to a more elegant web manual. The beta version of the web manual is here: http://stg.dooblo.net/ULDocs – but it is only in beta so please expect things to be a bit weird with it.

We strongly recommend having this, Very Handful!

Visit us at: http://www.dooblo.net

How To: Create A Kish Grid Model

April 23, 2012 Leave a comment

Overview

One of today’s most popular model’s for selecting random respondents from a group – is the Kish Grid.
This ‘How-To’ will show you in a few simple steps how to implement you own Kish Grid on SurveyToGo.

Step 1: Organizing the Structure of the Kish Grid.

Step 2: Entering Scripts & Configuration.

Download the Kish Grid Demo Survey:
Download Kish Grid Demo Survey

And here is a an explanation of how to import it to your SurveyToGo Studio.
How To: Import A Survey

Step1: Organizing the Structure of the Kish Grid.

Basically, this is the structure you would need to implement:
Please follow this structure in terms of ‘Question Type: Body Text’.

  1. Chapter 1: “Kish Template”
    1. Single Choice Question: “Kish Grid”
  2. Chapter 2: “Main Survey”
    1. Numeric Question: “How many adults aged between 18 and above who are living here at the moment?”
    2. Empty Question: “Firstly, I need to decide whom I should interview from this household. Can you give me the first names and ages of all the adults aged between 18 and above who are living here at the moment?”
    3. Chapter 3: “Adults Details”
      1. Free Text Question: “@_@ITERNAME@_@ Adult name”
      2. Numeric Question: “{0}’s Age:”
    4. Chapter 4: “Kish Calculation”
      1. Expression Question: “Dummy: Selected adult Index based on Kish Grid”
    5. Chapter 5: “Continue”
      1. Empty Question: “The selected adult is {0}”

        (Continue your survey…)

Step 2: Entering Scripts & Configuration.

Now let’s go question by question, configure it and enter its scripts:

Question 1 – Single Choice:

  1. Answers:
    1,1,1,1,1,1,1,1,1,1
    2,1,2,1,2,1,2,1,2,2
    1,2,3,1,2,3,1,2,3,1
    1,2,3,4,1,2,3,4,1,2
    4,5,1,2,3,4,5,1,2,3
    4,5,6,1,2,3,4,5,3,1
    3,4,5,6,7,1,2,3,4,5
    3,4,5,6,7,8,1,2,3,4
    2,3,4,5,6,7,8,9,1,2
    1,2,3,4,5,6,7,8,9,1
  2. Scripts:
    None
  1. Configuration:
    Go to its Advanced tab and configure it to be hidden from the surveyor:

Question 2 – Numeric:

  1. Scripts: None.

Question 3 – Empty Text:

  1. Scripts: None.

Chapter 3 – “Adult Details”

  1. Go to ‘Edit Answer Scales’ in the Survey’s Root ‘Advanced Tab’ and create the following scale, as the picture shows:

  • In case you are not familiar with ‘Answer Scales‘, you can find information about it in the following link:
    Answer Scales
  1. After creating the scale, Go to the current chapter’s ‘Loops tab’ and configure it to iterate according to the scale we just created and enable the use entrance rule.

  • In case you are not familiar with ‘Loops‘, you can find information about it in the following link:
    Programming Loops
  1. Now add the following in the ‘Iteration Entrance Rule’ that is showing at the bottom of the ‘Loops’ tab:

  • This rule will check each iteration index (Running index from 1 to the number of answers in ‘Number of Adults’ Answer Scale– as we configured it to iterate by scale) – if the iteration index is less or equal to the Answer of question 2 (number of adults we entered), enter the chapter, else – continue.
    What basically means, once the running index will be greater than the number of adults we entered, it would stop asking for the adults name’s and age.

Question 4 – Free Text:

  1. Scripts: None.

Question 5 – Numeric:

  1. Start Script:
    SetTextFormat(CurrQues,Answer(CurrQues1));
  • This script would pipe the Name of the adult entered in Question 4 into the place holder{0}‘.
  • In case you are not familiar with ‘Piping‘, you can find information about it in the following link:
    Piping Video Tutorial
  1. End Script:


    if (IterationIndex == Answer(2))                     //line 1

    {

    var NumOfAdults = Answer(2);                    //line 2

    var kishLineString = AnswerText(1,NumOfAdults);        //line 3

    var kishLineArray = StringToIntArray(kishLineString);    //line 4

    var curInterviewID = DeviceIndex;                //line 5

    var lastDigitOfInterview =                     //line 6

    curInterviewID.ToString().substring(curInterviewID.ToString().length-1,curInterviewID.ToString().length);

    var kishIdx = kishLineArray[lastDigitOfInterview];    //line 7

    SetAnswer(6,kishIdx);                        //line 8

    }

    Code Description:
    Line 1: Create an if statement asking: “if the current iteration index is equal to the answer of question 2 -> please enter”

    Line 2: Variable Declaration: Number of adults is equal to the answer of question 2.

    Line 3: The Kish Grid format chosen according to the text of the answer in the index of ‘Number of Adults’:    e.g. (2,1,2,1,2,1,2,1,2,2 – would be for 2 adults.)

    Line 4: Turn the Kish Grid format we got from line 3 from a string to an integer array.

    Line 5: Get the interview ID according to the ‘Device Index’ which normally would be in this format: ‘NUMBER’-i    (i is a running index).

    Line 5: Get the last digit of the interview id and insert it into a variable called “lastDigitOfInterview”.

    Line 7: Get the selected ID (adult) by choosing the number in the ‘lastDigitOfInterview’ place in the Kish Grid Array.

    Line 8: Set our Expression (Question 6) with the ID we chose.

Chapter 4 – “Kish Calculation”

  1. Scripts: Inside the Expressions ‘Answers’ tab, you should enter the following script:
    return (Answer(CurrQues));
  • This script will make the Expressions answer to be the ID that was chosen.

Chapter 5 – “Continue”

Question 7 – Empty Question

  1. Please add the following Start Script:
    SetTextFormat(CurrQues,AnswerIter(4,Answer(6)).ToString());
  • This script would pipe the name of the chosen adult into the place holder ‘{0}’.

That’s it!

Download the Kish Grid Demo Survey:
Download Kish Grid Demo Survey

Visit us at: http://www.dooblo.net

How To: Render Multi-Choice \ Multi-Topic Questions

February 19, 2012 Leave a comment

Overview

Multi-Choice questions and Multi-Topic questions have different rendering modes.
Here we will see examples of how you can show them differently to suit your needs.

Multi-Choice Questions

  • First create a Multi-Choice question.
  • Now you will notice under the ‘Answers’ tab there is a selection box called ‘Render Mode’

  • If you click it, you would see the different rendering modes:
  • ‘Radio Buttons’ is the default one:
  • ‘Selection Box’, once click, would display it as a list with all the optional answers:
  • ‘Selection List’ is the same as ‘Selection Box’, besides that it displays all the answers without clicking it:
  • ‘Auto Complete List’ would display all optional answers as a list, filtering out the answers according to the text you input in the box.
    * Please notice that in order to use it, the answers have to be ordered by A-Z, you can do that by adding ‘SortAnswers(CurrQues)’ to the start script of the question.
  • ‘Auto Complete List (Long)’ is the same as ‘Auto Complete List’, just used in case of very long answer lists.

Multi-Topic Questions:

  • First create a Multi-Topic question
  • Now you will notice under the ‘Answers’ tab there is a selection box called ‘Render Mode’

  • ‘Selection Box’ is the default one and will show the answers like this:

  • ‘Radio Buttons’ will show each topic, with the optional answers as radio buttons below it:
  • ‘Table Layout (Only for PC)’ would show it as a table:
  • ‘Flipped Table Layout (Only For PC)’ is the same as the previous one, but flipped:

That’s it for different rendering modes !

Visit us at: http://www.dooblo.net

Can SurveyToGo be used to collect data when off-line?

February 1, 2011 Leave a comment

Overview

SurveyToGo has 2 major parts

  • The SurveyToGo Studio
    This application is used to design surveys and manage projects. The Studio application requires internet connection and can NOT work in offline mode.
  • The SurveyToGo PDA/PC/Tablet Clients
    The actual applications used by the surveyors to collect data. The Data Collection clients can work in both full offline and semi offline mode.

 

Off-line mode support for the PDA/PC/Tablet

The SurveyToGo Data collection clients, including the PDA client and the PC/Tablet client can work in full off-line mode which means that NO internet connection is needed to perform the actual data collection. You can send people to the field and have them collect data with no connection to the server and then at the end of the day or week – when they do have some internet connection – SurveyToGo will automatically send the collected data back to our servers. When no internet is present, SurveyToGo will simply accumulate all the interviews and save them for later sending to the server.

Here is a table that summarizes when offline work is supported:

Situation Description

OFFLINE SUPPORT

Data Collection Actual surveyor data collection

YES

Logging into SurveyToGo
Login process

YES

Synchronizing Sending the actual data to the server, can be done once a day or a week

no

First time login The first time you login to SurveyToGo on the PDA

no

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Categories: SurveyToGo FAQ

How to use the the SurveyCache Extension DLL

January 26, 2011 Leave a comment

Overview

The SurveyCache Extended DLL is designed to enable you to store information during an interview and then use that information the next interview, or the one after that etc. Although this capability can have numerous usages, the most common usage is for saving the answer of a question in the first interview and then use it later to pre-populate the same question on the next interview run with the answer of the previous run. For example:

  • You are conducting a survey that interviews customers in a shop. The first question is the shop name which the interviewer should input, and then a series of questions about a customer is asked.
  • Your interviewer is interviewing 20 people in one shop.
  • To allow for fast entry, you would like the shop name in Q1 to be automatically pre-populated in all the interviews after the first time the interviewer fills it out.
  • This is a classic case for using the SurveyCache Extension DLL

 

Using the SurveyCache extension DLL

To use the SurveyCache Extension DLL you will need to follow these steps:

  1. Step1: Add the SurveyCache as an attachment
  2. Step2: Activate the SurveyCache functions from within the survey

 

Step1: Add the SurveyCache as an attachment

To add the SurveyCache Extension DLL attachment, follow these steps:

  1. Download the SurveyCache.dll file from www.dooblo.net/stgi/downloads.aspx
  2. Open the SurveyToGo Studio and then open the relevant survey.
  3. On the survey properties screen, switch to the “Advanced” tab and then click on the “Survey Attachments” link:

  4. Click the “New” button to add a new attachment to the survey:

  5. Click the “…” button to locate the SurveyCache.dll file you have downloaded and then change the Attachment Type to be “ExtensionDLL”:

  6. Click the OK button, you should now see the SurveyCache listed as an attachment:

  7. That’s it.

 

Step2: Activate the SurveyCache functions from within the survey

To activate the SurveyCache functions, you can follow the same steps as with any extension DLL. The functions available for use with the SurveyCache are:

Function

Description 

StoreValue (ID:1)

Stores a string value into the survey cache. More than one values can be stored. Use the “key” parameter to this function to store more than one value.

LoadValue (ID:2)

Retrieves a stored string value from the Survey cache. Use the “key” parameter to identify which stored value you would like to retrieve

 

StoreValue function:

The store value function allows you to store values in the survey cache. It has the following parameters:

Parameter 

Description 

Example 

Key (param1)

Specifies an identification key that indicates where to store the value.

Can be any string. Used for identification. Example: “ShopName” or anything else.

Value (param2)

The actual string value you would like to store.

Can be any string. Example: “Starbucks on 27th street”

 

To use the StoreValue function you would write a script like this:

 

ExtFunc (“SurveyCache.dll”, 1, “ShopName”,Answer(2));

This script will store the answer to Q2 in the SurveyCache under the “ShopName” key for later retrieval.

 

LoadValue function:

The LoadValue function allows you to retrieve values stored in the survey cache. It has the following parameters:

Parameter 

Description 

Example 

Key (param1)

Specifies an identification key that indicates where the value is stored

Can be any string used in the previous StoreValue function. Example: “ShopName” or anything else.

 

To retrieve the value stored in the “ShopName” key using the LoadValue function you would write a script like this:

ExtFunc (“SurveyCache.dll”, 2, “ShopName”);

This will return a string value that was stored in the SurveyCache under the “ShopName” key.

Example: To set the FreeText question Q2 to be this value your Q2 start script should read:

SetAnswer (CurrQues, ExtFunc (“SurveyCache.dll”, 2, “ShopName”));

 

Categories: SurveyToGo FAQ
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