Questions for forms or surveys - the form editor

FELIX 40-210

What you need to know

The form editor:
With the form editor you create a questionnaire with different question types and, if desired, you can define dependencies between these questions. You can integrate the completed questionnaire into your course using the course element "Survey" (see Helpcard 30-170) or "Form" (see Helpcard Internal link opens in a new window:30-175). Afterwards, the questionnaire can be filled out once by the participants.

The "Survey" course element ensures that the questionnaire is filled out anonymously.
A questionnaire as survey is suitable for the evaluation of events, for the final assessment (evaluation at the end) or also as formative feedback.

In contrast, the results in the "Form" course element are not stored anonymously. Course owners have the possibility to reopen already submitted forms for processing.
Questionnaires as forms can be used for registration to events (UPU, lectures, etc.), personalised feedback, consent forms or as confirmations.

We recommend that you think about a concept for the survey or form before creating a questionnaire. Especially with regard to the dependencies (question rules) that may have to be used, a well-prepared concept is useful prior to creation.

Changes to questionnaire forms:
Once a questionnaire has been integrated into a course and the first data has been collected, only limited changes can be made and it is no longer possible to replace the questionnaire. If you still want to change a questionnaire, copy it, change the copy and include the copy in the course again with a new "Survey"/"Form" course element.
Why is that?
Changes to a running survey / completed form would mean that not all persons would encounter the same conditions and already saved results would no longer be clearly assignable to a questionnaire version.

What you have to do

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

    • You will find the "Create" menu (top left) under "Favorites" or "My Entries".

  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" (top left) and select "Edit content". By means of "Add content" you can select various elements that can help you design your survey.

    • 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 off by the participants. Only those who agree to the terms of use can then submit the questionnaire form.

    • Under "Layout" you can use the "Containers" to structure the content of the questionnaire. Various layouts are available within the containers.
      Question rules (only possible for single or multiple selection!) can only refer to containers, but not to individual questions.
      (For example, for a question about gender, a different question container may appear for the answer "male" than for the answer "female").
      How many questions are set in a container is irrelevant.

      The "Separator" element enables the visual demarcation of certain areas by means of a separator line.

  5. First select an "H element" (title) and give your survey a title or topic.

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

  7. For each content question set, first add a "container".

    • Name the question container in a meaningful and selective way, especially if you want to set question rules with the help of the containers (see step 10).

  8. Inside the container, use "Paragraph" to insert the question.

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

    • Give the respective question type a meaningful and identifiable name, since this is output during the data export and is required for identification in the question rules.

    • 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.

    • "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.

    • If you want to define question rules (see step 10), then you can only do this with the help of a single or multiple choice question whose answer alternatives then refer to different containers, for example.

  10. Click on "Question rules" (top left) to define dependencies between questions (filter rules).

    • Create the first dependency with "Add rule".

    • To do this, under "Condition" select a corresponding question and the answer alternative and under "Action" the question container 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.

Problems or questions?

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