Actions

Difference between revisions of "LimeSurvey Manual"

From LimeSurvey Manual

m (Review TOC (conditions))
m
 
(291 intermediate revisions by 23 users not shown)
Line 1: Line 1:
 
<languages />
 
<languages />
 +
 +
<div align="center" style= "margin-top:1em;background-color:#eeffee;-webkit-box-shadow: 0 10px 6px -6px #777;-moz-box-shadow: 0 10px 6px -6px #777;box-shadow: 0 10px 6px -6px #777;">
 +
<span style='font-size:188%'>'''<translate><!--T:48--> Help us to update this manual!</translate>'''</span><br>
 +
<span style=''><translate><!--T:49--> This manual is a Wiki - just log in with your LimeSurvey.org account and start editing!</translate></span>
 +
</div>
 
<translate>
 
<translate>
 
+
=General= <!--T:46-->
=General= <!--T:10-->
 
  
 
<!--T:1-->
 
<!--T:1-->
<div style="float:right;"><div class="simplebox">
+
<div style="clear:right;float:right;"><div class="simplebox">
 
Main Chapters:
 
Main Chapters:
*[[Installation]]
+
#[[LimeSurvey PRO vs LimeSurvey CE| LimeSurvey Cloud vs LimeSurvey CE]]
*[[Optional settings]]
+
#[[Quick start guide - LimeSurvey 3.0+| LimeSurvey Cloud - Quick start guide ]]
*[[Administering LimeSurvey]]
+
#[[Installation - LimeSurvey CE | LimeSurvey CE - Installation ]]
*[[Getting Started]]
+
#[[How to design a good survey (guide)|How to Design a Good Survey (Guide)]]
*[[Creating surveys - Introduction]]
+
#[[Getting Started]]
*[[Managing Surveys]]
+
#[[Administering LimeSurvey|LimeSurvey Configuration]]
*[[Not Categorized and Advanced Features]]
+
#[[Surveys - introduction|Introduction - Surveys]]
*[[General FAQ]]
+
#[[Survey settings|View Survey SETTINGS]]
*[[LimeSurvey Glossary]]
+
#[[Survey menu|View Survey MENU]]
*[[How to design a good survey (guide)]]
+
#[[Survey structure|View Survey STRUCTURE]]
*[[Workarounds]]
+
#[[Questions - introduction|Introduction - Questions]]
*[[License]]
+
#[[Question groups - introduction|Introduction - Question Groups]]
*[[Version change log]]
+
#[[Surveys - management|Introduction - Surveys - Management]]
*[[Plugins]]
+
#[[Survey toolbar options]]
 +
#[[Multilingual survey]]
 +
#[[ExpressionScript Engine - Quick start guide|Quick start guide - ExpressionScript]]
 +
#[[Not Categorized and Advanced Features|Advanced features]]
 +
#[[General FAQ]]
 +
#[[Troubleshooting]]
 +
#[[Workarounds]]
 +
#[[License]]
 +
#[[Version change log| Version Change Log]]
 +
#[[Plugins - advanced|Plugins - Advanced]]
 
</div></div>  
 
</div></div>  
  
 
<!--T:2-->
 
<!--T:2-->
[http://www.limesurvey.com/ LimeSurvey] allows users to quickly create intuitive, powerful, online question-and-answer surveys that can work for tens to thousands of participants without much effort.  The survey software itself is self-guiding for the respondents who are participating.  This manual is thus focused at how to install the application, administer the installation, and support survey creators, administrators and report generation users alike.
+
[https://www.limesurvey.org/ LimeSurvey] allows users to quickly create intuitive, powerful online forms and surveys that can work for anyone from small business to large business. The survey software is self-guiding for the respondents. This manual is thus focused on how to install the application (although you can use the web version), administer the installation, as well as support survey creators, administrators, and users who need to generate reports.
  
 
<!--T:4-->
 
<!--T:4-->
There has been a big ramp-up in development the last few years leading to many new features and changes.  Make sure to upgrade to the latest version to make use of the capabilities highlighted here.
+
There has been a big ramp-up in development within the last few years, leading to many new features and changes. Make sure to upgrade to the [https://www.limesurvey.org/about-limesurvey/download latest version] of [https://www.limesurvey.org/ LimeSurvey] to make use of the capabilities highlighted here, If you prefer using the web version then skip the downloading.
  
 
<!--T:5-->
 
<!--T:5-->
Look to the far right for the main chapters of the manual. Otherwise, scroll down further to see the complete table of contents here and go directly to the topic you are interested in.
+
The main chapters of the manual are located in the box to the right. You can also scroll down further on this page to see the complete table of contents and go directly to the topic you are interested in.
  
 
<!--T:6-->
 
<!--T:6-->
Still having trouble finding what you want?  Don't forget the general '''search box''', our [[General FAQ]] and [[Workarounds]] list, and to look in our [http://www.limesurvey.org/en/forum/ discussion forums].
+
The '''search box''' (upper right corner of the wiki), our [[General FAQ]], and [[Workarounds]] list will help you if you have any concerns. If you are looking for community help, join our [https://www.limesurvey.org/en/forum/ discussion forums] and check the [irc://irc.freenode.net/limesurvey|LimeSurvey IRC channel].
  
 
<!--T:7-->
 
<!--T:7-->
Remember that [http://www.limesurvey.org/ LimeSurvey] is an open-source, free software application.  See something missing or incorrect?  Then help us fix it. This documentation is a Wiki that can be edited by you or anyone else.  Or [http://donate.limesurvey.org donate] to help support the core development group trying to make a difference.
+
Remember that [https://www.limesurvey.org/ LimeSurvey] is an open source, free software application. See something missing or incorrect? Then help us fix it. This documentation is a wiki that can be edited by you or anyone else, or you can [https://donate.limesurvey.org donate] or buy Basic, Expert, Enterprise plan through the [https://www.limesurvey.org/pricing pricing] page to help support the core development group trying to make a difference :)
  
= Manual - Table of contents= <!--T:8-->
+
= Manual - Table of Contents = <!--T:8-->
  
 
<!--T:9-->
 
<!--T:9-->
*[[Installation]]
+
*[[LimeSurvey PRO vs LimeSurvey CE| LimeSurvey Cloud vs LimeSurvey CE]]
**[[Optional settings]]
+
**[[LimeSurvey PRO vs LimeSurvey CE#What do I need?|What do I need?]]
**[[Upgrading from a previous version]]
+
*[[Quick start guide - LimeSurvey 3.0+|LimeSurvey Cloud - Quick start guide]]
 +
**[[Quick_start guide - LimeSurvey 3.0+#Introduction - What is LimeSurvey?|What is LimeSurvey?]]
 +
**[[Quick_start guide - LimeSurvey 3.0+#Create a free LimeSurvey account|Create a free LimeSurvey account]]
 +
**[[Quick_start guide - LimeSurvey 3.0+#Setting up your survey site|Setting up your survey site]]
 +
**[[Quick_start guide - LimeSurvey 3.0+#Start using LimeSurvey|Start using LimeSurvey]]
 +
**[[Quick_start guide - LimeSurvey 3.0+#Other LimeSurvey features - Advanced Users|Other LimeSurvey features]]
 +
 
 +
<!--T:10-->
 +
*[[Installation - LimeSurvey CE]]
 +
**[[Optional settings|Optional Settings]]
 +
**[[Upgrading from a previous version|Upgrading From a Previous Version]]
 
***[[ComfortUpdate]]
 
***[[ComfortUpdate]]
***[[Upgrade hints for version 1.92]]
+
**[[Installation using a command line interface (CLI)|Installation Using a Command Line Interface (CLI)]]
**[[Transferring an installation]]
+
**[[Transferring an installation|Transferring an Installation]]
 
**[[Installation FAQ]]
 
**[[Installation FAQ]]
**[[Installation security hints]]
+
***[[Installation security hints|Installation Security Hints]]
*[[Administering LimeSurvey]]
+
***[[Localization]]
**[[Global settings]]
+
*[[How to design a good survey (guide)|How to Design a Good Survey (Guide)]]
**[[Manage users]]
 
**[[Manage user groups]]
 
**[[Label sets]]
 
**[[The template editor]]
 
**[[Localisation]]
 
**[[Survey Status Screen]]
 
**[[Central participants database]]
 
 
*[[Getting Started]]
 
*[[Getting Started]]
**[[First login - Your user preferences]]
+
**[[First login - your user preferences|First Login]]
*[[Creating surveys - Introduction]]
+
**[[First login - your user preferences#Change your password|Change your password]]
**[[Creating a new survey]]
+
**[[First login - your user preferences#Your account preferences|Your account preferences]]
***[[Importing a survey structure]]
+
*[[Administering LimeSurvey|LimeSurvey Configuration]]
***[[Survey security settings]]
+
**[[Administering LimeSurvey#Settings Tab|SETTINGS]]
**[[Creating a question group]]
+
***[[Home page settings|Home Page Settings]]
***[[Change group order]]
+
***[[Global settings|Global Settings]]
**[[Adding a question]]
+
***[[Plugin manager|Plugin Manager]]
***[[Question types]]
+
***[[Menu configuration|Menu Configuration]]{{NewIn|3.0}}
****[[Question type - Array]]
+
***[[Menu entries configuration|Menu Entries Configuration]]{{NewIn|3.0}}
****[[Question type - Array by column]]
+
**[[Administering LimeSurvey#Users Tab|USERS]]
****[[Question type - Array dual scale]]
+
***[[Manage users|Manage Users]]
****[[Question type - Array (5 point choice)]]
+
***[[Manage user groups|Manage User Groups]]
****[[Question type - Array (10 point choice)]]
+
***[[Central Participant Database]] (CPDB)
****[[Question type - Array (Increase-Same-Decrease)]]
+
**[[Administering LimeSurvey#Advanced Tab|ADVANCED]]
****[[Question type - Array (Numbers)]]
+
***[[Theme editor|Theme Editor]] (LimeSurvey 2.x)
****[[Question type - Array (Texts)]]
+
****[[New Template System in LS3.x|New Template System In LS3.x]]
****[[Question type - Array (Yes-No-Uncertain)]]
+
****[[Themes]]
****[[Question type - Date]]
+
****[[Question themes|Question Themes]]
****[[Question type - Equation]]
+
***[[Label sets|Label Sets]]
****[[Question type - File upload]]
+
***[[Check data integrity|Check Data Integrity]]
****[[Question type - Gender]]
+
***[[Backup entire database|Backup Entire Database]]
****[[Question type - Language switch]]
+
***[[ComfortUpdate]]
****[[Question type - Numerical input]]
+
 
****[[Question type - Multiple numerical input]]
+
<!--T:47-->
****[[Question type - Ranking]]
+
*[[Surveys - introduction|Introduction - Surveys]]
****[[Question type - Text display]]
+
**[[Surveys - introduction#General|General]]
****[[Question type - Yes-No]]
+
**[[Surveys - introduction#Surveys|Surveys]]
****[[Question type - Multiple choice]]
+
***[[Surveys - introduction#Import a survey|Import a Survey]]
****[[Question type - Multiple choice with comments]]
+
***[[Surveys - introduction#Copy a survey|Copy a Survey]]
****[[Question type - 5 point choice]]
+
***[[Surveys - introduction#List_surveys|List surveys]]
****[[Question type - List (Dropdown)]]
+
***[[Surveys - introduction#Delete_a_survey|Delete a survey]]
****[[Question type - List (Radio)]]
+
***[[Surveys - introduction#Export_a_survey|Export a survey]]
****[[Question type - List with comment]]
+
**[[Surveys - introduction#Survey Groups|Survey Groups]]
****[[Question type - Short free text]]
+
***[[Surveys - introduction#Survey Groups|Survey Groups]]
****[[Question type - Long free text]]
+
***[[Surveys - introduction#Create a survey group|Create a survey group]]
****[[Question type - Huge free text]]
+
***[[Surveys - introduction#Edit survey group|Edit survey group]]
****[[Question type - Multiple short text]]
+
***[[Surveys - introduction#Delete a survey group|Delete a survey group]]
***[[Change question order]]
+
*[[Survey settings|View Survey SETTINGS]]
***[[Question preview]]
+
**[[Survey settings#Introduction|Introduction]]
 +
**[[Overview]]
 +
**[[General settings|General Settings]]
 +
**[[Text elements|Text Elements]]
 +
**[[Data policy settings|Data Policy Settings]]
 +
**[[Theme options|Theme Options]]
 +
**[[Presentation]]
 +
**[[Participant settings|Participant Settings]] (was ''Participant Tokens'')
 +
**[[Notifications_%26_data|Notifications & Data]]
 +
**[[Publication & access|Publication & Access]]
 +
*[[Survey menu|View Survey MENU]]
 +
**[[Survey menu#Introduction|Introduction]]
 +
**[[List questions|List Questions]]
 +
**[[List question groups|List Question Groups]]
 +
**[[Reorder questions and question groups|Reorder Questions and Question Groups]]
 +
**[[Survey participants|Survey Participants]] (was ''Tokens'')
 +
***[[Email bounce tracking system|Email Bounce Tracking System]]
 +
**[[Survey quotas|Quotas]]
 +
**[[Assessments]]
 +
**[[Survey permissions|Survey Permissions]]
 +
**[[Email templates|Email Templates]]
 +
***[[Email placeholders|Email Placeholders]]
 +
**[[Panel integration|Panel Integration]]
 +
**[[Resources]]
 +
**[[Plugin menu|Plugin Menu]]
 +
*[[Survey structure|View Survey STRUCTURE]]
 +
**[[Survey structure|Introduction]]
 +
**[[Survey structure|The structure of a survey]]
 +
**[[Survey structure|Question groups]]
 +
**[[Survey structure|Questions]]
 +
**[[Survey structure|Reordering questions and question groups]]
 +
*[[Questions - introduction|Introduction - Questions]]
 +
**[[Question types|Question Types]]
 +
***[[Question type - Array|Question Type - Array]]
 +
***[[Question type - Array by column|Question Type - Array by column]]
 +
***[[Question type - Array dual scale|Question Type - Array dual scale]]
 +
***[[Question type - Array (5 point choice)|Question Type - Array (5 point choice)]]
 +
***[[Question type - Array (10 point choice)|Question Type - Array (10 point choice)]]
 +
***[[Question type - Array (Increase-Same-Decrease)|Question Type - Array (Increase-Same-Decrease)]]
 +
***[[Question type - Array (Numbers)|Question Type - Array (Numbers)]]
 +
***[[Question type - Array (Texts)|Question Type - Array (Texts)]]
 +
***[[Question type - Array (Yes-No-Uncertain)|Question Type - Array (Yes-No-Uncertain)]]
 +
***[[Question type - Date|Question Type - Date]]
 +
***[[Question type - Equation|Question Type  - Equation]]
 +
***[[Question type - File upload|Question Type - File upload]]
 +
***[[Question type - Gender|Question Type - Gender]]
 +
***[[Question type - Language switch|Question Type - Language switch]]
 +
***[[Question type - Numerical input|Question Type - Numerical input]]
 +
***[[Question type - Multiple numerical input|Question Type - Multiple numerical input]]
 +
***[[Question type - Ranking|Question Type - Ranking]]
 +
***[[Question type - Text display|Question Type - Text display]]
 +
***[[Question type - Yes-No|Question Type - Yes-No]]
 +
***[[Question type - Multiple choice|Question Type - Multiple choice]]
 +
***[[Question type - Multiple choice with comments|Question Type - Multiple choice with comments]]
 +
***[[Question type - 5 point choice|Question Type - 5 point choice]]
 +
***[[Question type - List (Dropdown)|Question Type - List (Dropdown)]]
 +
***[[Question type - List (Radio)|Question Type - List (Radio)]]
 +
***[[Question type - List with comment|Question Type - List with comment]]
 +
***[[Question type - Short free text|Question Type - Short free text]]
 +
****[[Question type_-_Short_free_text#Location|Set up maps and store location]]
 +
***[[Question type - Long free text|Question Type - Long free text]]
 +
***[[Question type - Huge free text|Question Type - Huge free text]]
 +
***[[Question type - Multiple short text|Question Type - Multiple short text]]
 +
**[[Survey_structure#Reordering_questions_and_question_groups|Change question order]]
 +
*[[Question groups - introduction|Introduction - Question Groups]]
 +
**[[Question_groups_-_introduction#Question_group_actions|Question Group Toolbar Options]]
 +
**[[Question groups - introduction#Preview question group|Preview Question Group]]
 +
**[[Survey_structure#Reordering_questions_and_question_groups|Change Group Order]]
 +
*[[Surveys - management|Introduction - Surveys - management]]
 +
**[[Testing a survey|Testing a survey]]
 +
**[[Activating a survey|Activating a survey]]
 +
**[[Running a survey safely|Running a survey safely]]
 +
**[[Browsing survey results|Browsing survey results]]
 +
**[[Closing a survey|Closing a survey]]
 +
**[[Changing an active survey|Changing an active survey]]
 +
**[[Iterate survey|Iterate survey]]
 +
**[[Data entry|Data entry]]
 +
**[[Statistics|Statistics]]
 +
**[[Exporting results|Exporting results]]
 +
**[[Display/Export survey#Export survey structure (.lss)|Exporting a survey structure]]
 +
**[[QueXML PDF Export|QueXML PDF Export]]
 +
**[[Quick-translation|Quick-translation]]
 +
**[[Question toolbar options]]
 +
***[[Preview function]]
 +
***[[Edit question]]
 +
***[[Check question logic]]
 +
***[[Delete question]]
 +
***[[Export question]]
 +
***[[Copy question]]
 +
***[[Setting conditions]]
 
***[[Adding answers or subquestions]]
 
***[[Adding answers or subquestions]]
**[[Setting conditions]]
+
***[[Default answers]]
***[[Expression Manager]]
+
*[[Survey toolbar options]]
****[[Expression Manager for developers]]
 
****[[Expression Manager HowTos]]
 
****[[Expression Manager Roadmap]]
 
****[[Expression Manager Examples]]
 
****[[Expression Manager Sample Surveys]]
 
***[[Show Logic File]]
 
**[[Assessments]]
 
**[[Quotas]]
 
**[[Email templates]]
 
*[[Managing Surveys]]
 
 
**[[Testing a survey]]
 
**[[Testing a survey]]
**[[Validate Survey Logic]]
 
 
**[[Activating a survey]]
 
**[[Activating a survey]]
 
**[[Running a survey safely]]
 
**[[Running a survey safely]]
**[[Browsing survey results]]
+
***[[Changing an active survey]]
 
**[[Closing a survey]]
 
**[[Closing a survey]]
**[[Changing an active survey]]
+
**[[Iterate survey]]
**[[Tokens]]
+
**[[Tools]]
***[[Email bounce tracking system]]
+
***[[Delete survey]]
**[[Iterate Survey]]
+
***[[Quick-translation]]
**[[Data entry]]
+
***[[Reset conditions]]
**[[Statistics]]
+
***[[Survey logic file]]
**[[Exporting results]]
+
***[[Regenerate question codes]]
**[[Exporting a survey structure]]
+
**[[Display/Export survey]]
***[[Excel Survey Structure]]
+
***[[QueXML PDF Export]]
**[[Quick-translation]]
+
***[[Tab Separated Value survey structure]]
*[[Not Categorized and Advanced Features]]
+
**[[Survey participants]]
 +
**[[Responses (survey results)]]
 +
***[[Responses & statistics]]
 +
****[[Responses & statistics#Responses summary|Response summary]]
 +
****[[Responses]]
 +
****[[Data entry]]
 +
****[[Statistics]]
 +
*****[[Statistics - expert mode]]
 +
*****[[Statistics - simple mode]]
 +
****[[Timing statistics]]
 +
****[[Export responses]]
 +
****[[Import responses]]
 +
*****[[Problems & solutions]]
 +
****[[View saved but not submitted responses]]
 +
****[[Iterate survey#General|Iterate survey]]
 +
****[[Batch deletion]]
 +
***[[Data entry]]
 +
***[[Partial (saved) responses]]
 +
*[[Multilingual survey]]
 +
*[[ExpressionScript Engine - Quick start guide]]
 +
**[[ExpressionScript - Presentation]]
 +
**[[ExpressionScript How-tos]]
 +
**[[ExpressionScript examples]]
 +
**[[ExpressionScript Engine roadmap]]
 +
**[[ExpressionScript for developers]]
 +
**[[ExpressionScript sample surveys]]
 +
***[[Expression Manager]] - old page with full documentation
 +
**[[Show logic file]]
 +
*[[Not categorized and advanced features|Advanced features]]
 
**[[SGQA identifier]]
 
**[[SGQA identifier]]
 
**[[Using regular expressions]]
 
**[[Using regular expressions]]
 +
**[[URL fields]]
 
**[[RemoteControl 2 API]]
 
**[[RemoteControl 2 API]]
**[[Authentication vs Atlassian Crowd]]
+
**[[Data encryption]]
 
*[[General FAQ]]
 
*[[General FAQ]]
 
*[[Troubleshooting]]
 
*[[Troubleshooting]]
*[[LimeSurvey Glossary]]
 
*[[How to design a good survey (guide)]]
 
 
*[[Workarounds]]
 
*[[Workarounds]]
 
**[[Workarounds: Question design, layout and templating]]
 
**[[Workarounds: Question design, layout and templating]]
Line 144: Line 265:
 
*[[License]]
 
*[[License]]
 
*[[Version change log]]
 
*[[Version change log]]
*[[Plugins]]
+
*[[Plugins - advanced]]
 +
**[[Make your plugin compatible with LS4]]
 +
**[[Available third party plugins]]
  
=LimeSurvey development= <!--T:14-->
+
=LimeSurvey Development= <!--T:41-->
 +
*[[Version guide]] - A short guide on version numbering
 
*[[Development overview]] - General pages about LimeSurvey development
 
*[[Development overview]] - General pages about LimeSurvey development
*[[LimeSurvey 1.x development documentation]]
 
 
*[[LimeSurvey 2.x development documentation]]
 
*[[LimeSurvey 2.x development documentation]]
 +
*[[New Template System in LS3.x]] - Quick overview of the novelties of the LimeSurvey 3 template system
 +
 +
=Translating LimeSurvey= <!--T:42-->
  
=Translating LimeSurvey= <!--T:15-->
+
<!--T:43-->
 +
If you want to '''add new translations''' or '''correct a translation''', please follow these instructions:
 +
*[[Translating LimeSurvey|How to translate LimeSurvey]]
 +
*[[LimeSurvey manual translation - summary]]
  
<!--T:16-->
+
=Semester of Code Participation= <!--T:44-->
If you want to '''add new translations''' or '''correct a translation''' please follow these instructions:
+
*[[Semester of Code 2014]]
*[[Translating LimeSurvey|How to translate LimeSurvey 1.x/2.x]]
 
  
=Google Summer of Code / Code-In participation= <!--T:17-->
+
=Google Summer of Code / Code-In Participation= <!--T:45-->
 +
*[[Project ideas for GSoC 2015]]
 
*[[Project Ideas for GSoC 2013]]
 
*[[Project Ideas for GSoC 2013]]
 
*[[LimeSurvey Google Code-in 2012]]
 
*[[LimeSurvey Google Code-in 2012]]

Latest revision as of 18:39, 17 June 2021

Other languages:
Deutsch • ‎English • ‎Nederlands • ‎Türkçe • ‎español • ‎français • ‎italiano • ‎polski • ‎português • ‎português do Brasil • ‎slovenščina • ‎svenska • ‎Ελληνικά • ‎русский • ‎中文(中国大陆)‎ • ‎中文(简体)‎ • ‎日本語

Help us to update this manual!
This manual is a Wiki - just log in with your LimeSurvey.org account and start editing!

General

LimeSurvey allows users to quickly create intuitive, powerful online forms and surveys that can work for anyone from small business to large business. The survey software is self-guiding for the respondents. This manual is thus focused on how to install the application (although you can use the web version), administer the installation, as well as support survey creators, administrators, and users who need to generate reports.

There has been a big ramp-up in development within the last few years, leading to many new features and changes. Make sure to upgrade to the latest version of LimeSurvey to make use of the capabilities highlighted here, If you prefer using the web version then skip the downloading.

The main chapters of the manual are located in the box to the right. You can also scroll down further on this page to see the complete table of contents and go directly to the topic you are interested in.

The search box (upper right corner of the wiki), our General FAQ, and Workarounds list will help you if you have any concerns. If you are looking for community help, join our discussion forums and check the IRC channel.

Remember that LimeSurvey is an open source, free software application. See something missing or incorrect? Then help us fix it. This documentation is a wiki that can be edited by you or anyone else, or you can donate or buy Basic, Expert, Enterprise plan through the pricing page to help support the core development group trying to make a difference :)

Manual - Table of Contents

LimeSurvey Development

Translating LimeSurvey

If you want to add new translations or correct a translation, please follow these instructions:

Semester of Code Participation

Google Summer of Code / Code-In Participation