Questions for forms / surveys - the form editor

FELIX 40-210

What you need to know

The form editor:
With the form editor, you can create a form with various question types and, if desired, define dependencies between these questions.

You can then integrate the completed form into your course using the course element "Survey" (see HelpCard: 30-170), "Form" (see HelpCard: 30-175) or "Assessment" (see HelpCard: 30-110).

A survey form is suitable for evaluating courses, for final assessment (assessment at the end) or as formative feedback. The "Survey" element ensures that the form is completed anonymously and only once.

In contrast, the results in the "Form" element are not saved anonymously.
Course owners have the option of reopening forms that have already been submitted for processing.
Forms can be used to register for events (WPV, lectures, etc.), personalised feedback, declarations of consent or as confirmations.

The "Assessment" element allows the course owner/coach to evaluate student performance using the predefined form. The rubric question allows points to be awarded for each item, which are automatically added up when the items are selected. The respective assessment can be viewed individually by the students after the assessment has been completed.

We recommend that you think about the implementation of the form before creating a form or questionnaire - especially with regard to the structure of the page and any dependencies (question rules) to be created.

Changes to the forms/questionnaires:
As soon as a form has been integrated into a course and the first data has been collected, only limited changes can be made and an exchange is no longer possible. If you still want to change the form, copy it, change the copy and integrate the copy back into the course with a new "Survey" / "Form" / "Assessment" course element.
Why is this the case?
Changes to a current survey/completed form would ensure that not everyone meets the same requirements and results that have already been saved could no longer be clearly assigned to a form version.

What you have to do

  1. Click in the "Authoring" area (above).

  2. Click on "Create" and select "Form".

    • The "Create form" window will open.

  3. Enter a title for your survey and click "Create".

    • Do not use umlauts and avoid all other special characters except (), /\, -, _.

    • The administration area of your questionnaire form will open.

    • Here you can design the info page for your survey, enter various metadata and administer other settings.

  4. Click on "Administration" (above) and select "Edit content".
    Use "Insert new layout" to select the structure of the following content areas.
    First insert a layout for the title of the questionnaire and the introductory text.

  5. Once you have selected a layout, use the label symbol (top right) to assign a meaningful and distinctive name.

    • Clear naming of the layout areas is essential if you want to use question rules (see step 10) to configure certain navigation paths (e.g. if the answer alternative "School education" is selected for the question on "Current level of education", you will be taken directly to the "School education" content area).

    • A layout template can be exchanged using the cogwheel symbol.

  6. Via "Add content" you can, within the layout, select the elements that you need to configure and design your questionnaire form.

    • Under "Content" you will find the "H element", with which you can give the questionnaire a heading.
      With the "Paragraph" you set a text element e.g. as a thematic introduction to the questionnaire or also for setting the question that precedes the question type. With the last two elements you insert tables and images into the questionnaire.

    • Under "Question type" you decide which question format will be used (see step 9).

    • Under "Organisational" you will find the "Information" element, with which you request (optional, mandatory or automatic) person-specific information, such as name or age. With this information, the questionnaire also loses its anonymity in the "Survey" module. In the "Form" module, the first name, last name, HFU account and email address are automatically output with the data records.
      With the "Terms of use" you can add a declaration of consent to your questionnaire, which must be checked by the participants. Only those who agree to the terms of use can then submit the questionnaire form.

    • Under "Layout", the "Separator" allows you to visually delimit different areas using a separator line.

  7. First select an "H element" (title) and give your survey a title.

  8. Under "Add content" select the "Paragraph" element to create an introductory text.

  9. Insert a new layout part and within it a new content element, for example a "paragraph" containing a question.

  10. Select "Add content" again to add your desired question type.

    • For the evaluation form, you only need rubric questions.

    • Give the respective question type in the "Inspector" (cogwheel symbol) a meaningful and precise name, as this is output during the data export and is required for identification in the question rules.
      Question rules can only be applied to the question types "Single selection" and "Multiple selection".

    • For the "Rubric" question type, the name entry is located in the "Inspector" under "Extended".
      For the question types "Text input" and "Upload file" it is not possible to assign a name.

    • For each question type, decide whether the answers are mandatory or optional.

    • "Rubric" uses the Likert scale. You can use it to define statements that respondents can agree with to a greater or lesser degree, or disagree with on a predefined multilevel response scale.

      In connection with the rating, you can define proficiencies (e.g., very good to very poor) and assign points to them.
      You can then weight each item differently.

    • "Single choice" creates a single-choice response scale. Here, the individual responses can be displayed side-by-side, one below the other, or as a choice menu using the "Choice List" option.

    • "Text input" provides participants with either a single or multi-line field for entering text, a field for entering numerical values, or a field for entering a date.

    • "Multiple choice" creates a multiple choice answer scale. You can also allow participants to enter additions themselves.

    • "Upload file" allows participants to upload a file.

  11. Click on "Question rules" (top left) to define dependencies between questions (filter rules), (only possible for the question types "single selection" and "multiple selection").

    • Create the first dependency with "Add rule".

    • To do this, under "Condition" select a corresponding question and the answer alternative and under "Action" the the desired layout area to be linked to this answer alternative.

    • If necessary, repeat the settings (1-3) for further answer alternatives and save your entry.

    • The set question container is not displayed below the current container until the predefined answer alternative has been selected by the participants.

    • In order to collect and store the participants' data, you have to include the questionnaire form with the module "Survey" (see Helpcard  30-170) or "Form" (see Helpcard  30-175) in a course.

  12. You can find tips and tricks for the form editor in our External link opens in a new window:tutorial.

Problems or questions?