Actions

Difference between revisions of "Question groups - introduction"

From LimeSurvey Manual

m
(Marked this version for translation)
 
(40 intermediate revisions by 5 users not shown)
Line 3: Line 3:
 
__TOC__
 
__TOC__
  
=Creating a group= <!--T:2-->
 
  
<!--T:3-->
+
<!--T:14-->
Before you can [[Adding a question|add questions]] to your survey you must create a group. Create a new group by clicking on the Add icon [[File:add.png]] in the Survey Button Bar. Alternatively you can import a previously exported group. The import feature does NOT import groups from LimeSurvey (PHPSurveyor) versions older than 1.45.
+
<div class="simplebox">[[File:help.png]] Please note that the below explanations and screenshots are based on LimeSurvey 3.</div>
  
<!--T:4-->
 
You can create as many groups as you like.
 
  
=Using groups for summarizing questions= <!--T:5-->
+
=Create question group= <!--T:15-->
 +
 
 +
 
 +
<!--T:19-->
 +
To start adding question groups to your survey, access the [[Survey structure|survey structure]] page and locate in the left menu the '''add question group''' button.
 +
 
 +
 
 +
<!--T:20-->
 +
<center>[[File:Option 2 - create a question group.png]]</center>
 +
 
 +
 
 +
<!--T:21-->
 +
After you click on it, the add question group panel will be showed up:
 +
 
 +
 
 +
<!--T:22-->
 +
<center>[[File:Add question group panel.png]]</center>
 +
 
  
<!--T:6-->
+
<!--T:4-->
Groups can be used to group questions in a survey. If you are going to have multiple groups, you should note that by default the survey questions will be displayed group by group (you can change that at the survey settings). To display the groups in a particular order use the group re-ordering feature. If you have only one group in your survey then the name of this group is irrelevant (except of course for display).
+
Please note that you can create as many groups as you like!
  
=Group elements= <!--T:7-->
+
<!--T:23-->
 +
The following fields will be displayed:
 +
*'''Title:''' Type in this box the name you wish to give to the question group;
  
 
<!--T:8-->
 
<!--T:8-->
Groups can also include a "description". This field allows you to publish an explanatory note for any set of questions. If you add a description, it will be presented at the survey before commencing any of the questions in that group. If you do not include any text here, then public participants will simply move on to the first question in the group with no stop. You can use the HTML editor to include images, formatted text, etc. to your liking.
+
*'''Description:''' This field allows you to publish an explanatory note for any set of questions. If you add a description, it will be presented along with the survey before commencing any of the questions in that group. If no text is added, then public participants will simply move straightaway to the survey questions. You can use the HTML editor to include images, formatted text, etc. to your liking;
  
=Show/Hide groups conditionally= <!--T:9-->
+
<!--T:13-->
 +
*'''Randomization group:''' To start randomizing a question group, enter a string into the field such as ''randgroup1''. You will need to enter that same string in all question groups that you want to randomize and which will then appear in a random order when taking the survey. Only places <u>inside</u> the same group will be randomly switched!
  
 
<!--T:10-->
 
<!--T:10-->
Starting in version 1.92, you can set a Relevance Equation for the group using [[Expression Manager|Expression Manager]] syntax.  This is helpful for "looping" or other cases where you are repeating similar content multiple times.  For example, say you want to ask the same set of follow-up questions for each child in a household, and you asked how many children there are via a question named ''numKids''.  Then, for each group of follow-up questions, you would use relevance equations the following (which would collect data about the third child):  '''numKids = 3'''
+
*'''Relevance equation:''' You can set a "relevance equation" in this field for the group with the help of the [[Expression Manager|Expression Manager]]. This is helpful for "looping" or other cases where you are repeating similar content multiple times. For example, say you want to ask the same set of follow-up questions for each child in a household and you have asked how many children are there via a question named ''numKids''. Then, for each group of follow-up questions you would have to use relevance equations (which would collect data about the third child) such as: '''numKids == 3''';
  
 
<!--T:11-->
 
<!--T:11-->
An explanation and example for hiding question groups is available at the [[Expression Manager Examples#Hide_question_group_if_answer_from_previous_question_is_Yes_or_No|Expression Manager Examples page]].
+
<div class="simplebox">[[File:help.png]] '''Note:''' An explanation and example for hiding question groups are available in the [[Expression Manager examples#Hide_question_group_if_answer_from_previous_question_is_Yes_or_No|Expression Manager examples wiki subsection]].</div>
 +
 
 +
<!--T:6-->
 +
<div class="simplebox">[[File:help.png]] '''Hint:''' Groups can be used to group questions in a survey. If you are going to have multiple groups, you should note that the survey questions will be displayed group by group by default (you can change that from your [[General settings|survey settings]]). To display the groups in a particular order using the group reordering feature. If you have only one group in your survey then the name of this group is irrelevant (except for the survey format).</div>
 +
 
 +
 
 +
==Add question group toolbar== <!--T:24-->
 +
 
 +
 
 +
<!--T:25-->
 +
You may find on the top toolbar the following options:
 +
 
 +
 
 +
<!--T:26-->
 +
<center>[[File:Add question group - toolbar.png]]</center>
 +
 
 +
 
 +
<!--T:27-->
 +
* '''Display/Export''': This function is used to export your whole survey in different formats;
 +
* '''Survey participants:''' Clicking on this button will redirect the survey administrator to his/her [[Survey participants|survey participants table]];
 +
* '''Responses:''' If the survey is active, the button becomes visible. It offers you access to the responses table;
 +
* '''Import a group:''' Besides the two ways [[Question groups - introduction#Create question group|mentioned above]], new question groups can also be added via the [[Question groups - introduction#Import a question group|import group function]].
 +
 
 +
 
 +
==Import a question group== <!--T:28-->
 +
 
 +
 
 +
<!--T:29-->
 +
You can also import a question group (.lsg file format) that was previously exported from a LimeSurvey survey. First, access the '''add question group''' option and then locate on the top toolbar the import question group function:
 +
 
 +
 
 +
<!--T:30-->
 +
<center>[[File:Import question group 1.png]]</center>
 +
 
 +
 
 +
<!--T:31-->
 +
Browse your computer/server and upload the .lsg file that contains the question group you wish to import.
 +
 
 +
=Question group actions= <!--T:32-->
 +
 
 +
 
 +
<!--T:33-->
 +
After the creation of a survey, you can access the newly created group from the [[Survey structure|survey structure]] menu. The following page will be displayed:
 +
 
 +
 
 +
<!--T:34-->
 +
<center>[[File:Question group - after its creation.png]]</center>
 +
 
 +
 
 +
<!--T:35-->
 +
The page is divided into three sections:
 +
 
 +
<!--T:36-->
 +
*'''Question group toolbar:''' You may find on the toolbar the following options:
 +
**''Preview survey/question group:'' Click on one of the two buttons to either preview your whole survey or only the current question group. If additional languages were added to your survey, the survey/question group can be previewed in each language of the survey. Just simply click on one of the two ''preview'' buttons and select the desired language;
 +
**''Edit current question group:'' Click on this button if you wish to edit the title, description, relevance equation, or randomization group of the current question group;
 +
**''Check survey logic for current question group:'' It helps you see the possible errors that might exist within a question group - it is especially useful when the [[Expression Manager|expression manager]] is employed.
 +
**''Delete current question group:'' If you wish to delete the current question group, click on this button.
 +
**''Export this question group:'' If you wish to export this question group to later import it into another LimeSurvey survey, click on this button. The file will be exported in the .lsg format.
 +
 
 +
<!--T:37-->
 +
*'''Group summary:''' The main [[Question groups - introduction#Create question group|question group details are displayed]];
 +
 
 +
<!--T:38-->
 +
*'''Group quick actions:''' It allows you to quickly perform question-groups-related actions - in our case, the add new question to group option is displayed. To find out more about questions, read our [[Questions - introduction|introductory wiki section on question]].
 +
 
 +
 
 +
=Preview question group= <!--T:42-->
 +
 
 +
 
 +
<!--T:43-->
 +
Once you have started to add questions into your group, you may want from time to time to preview how the respective question group looks like. To do that, look for the '''question group''' button that can be accessed from the:
 +
 
 +
<!--T:44-->
 +
*[[Question groups - introduction#Preview question group - survey structure|survey structure menu]]
 +
*[[Question groups - introduction#Preview question group - question group panel|question group panel]]
 +
*[[Question groups - introduction#Preview question group - question panel|question panel]]
 +
 
 +
<!--T:61-->
 +
{{Note|When preview a group, the relevance of this group is forced to be true.}}
 +
 
 +
<!--T:62-->
 +
{{Hint|Text=You can add [[URL_fields#Prefilling_a_survey_using_GET_parameters|GET params in URL]] to set some previous question answer used in Expression.}}
 +
 
 +
==Preview question group - survey structure== <!--T:45-->
 +
 
 +
 
 +
<!--T:46-->
 +
Click on the survey structure, select the desired question group, and click on the '''preview question group''' button:
 +
 
 +
 
 +
<!--T:47-->
 +
<center>[[File:Preview q group - survey structure.png]]</center>
 +
 
 +
 
 +
==Preview question group - question group panel== <!--T:48-->
 +
 
  
=Question group randomization= <!--T:12-->
+
<!--T:49-->
 +
You can preview the question group once you have finished editing it:
 +
 
 +
 
 +
<!--T:50-->
 +
<center>[[File:Question group panel - preview.png]]</center>
 +
 
 +
 
 +
==Preview question group - question panel== <!--T:51-->
 +
 
 +
<!--T:52-->
 +
The question group to which question belongs to can be previewed from the question panel - see the top bar:
 +
 
 +
 
 +
<!--T:53-->
 +
<center>[[File:Preview question group - question panel.png]]</center>
 +
 
 +
=Reordering question groups= <!--T:39-->
 +
 
 +
 
 +
<!--T:40-->
 +
The question groups and questions can be reordered as many times as you like. For further details, check the following [[Survey structure#Reordering questions and question groups|survey structure wiki subsection]].
 +
 
 +
 
 +
=Example= <!--T:54-->
 +
 
 +
 
 +
<!--T:55-->
 +
The relevance equation offers us many possibilities to further customize our survey. A simple example is presented below to show how some question groups can be hidden according to the answer provided by the respondent to a prior question (part of another question group). For example, if you want to find out more information about parents that have one child in comparison to those with two or more, using the relevance equation to hide certain questions/question groups could be recommended.
 +
 
 +
 
 +
<!--T:56-->
 +
Link .lss file: [[Media:Question_groups_simple_example.zip|Question_groups_simple_example.zip]] -> to import it, read the following [[Surveys_-_introduction#Import_a_survey|wiki section]].
 +
 
 +
 
 +
<!--T:57-->
 +
<center>[[File:Logic file question groups example.png]]</center>
 +
 
 +
 
 +
<!--T:58-->
 +
The above file contains three question groups, each containing one question. Question group "1kid" is displayed only if the value introduced by the respondent to the question "numkids" is 1. Question group "2ormorekids" is displayed only if the answer to the question "numkids" is >1.
 +
 
 +
<!--T:59-->
 +
This is just a simple example to show you how expressions can be used to further customize your survey. For further details, please start reading further about the [[Expression Manager]].
 +
 
 +
<!--T:60-->
 +
<div class='simplebox'>[[File:help.png]] '''Notes:'''
 +
*There are many ways through which you can hide questions. One way is to use [[Setting conditions|conditions]]. However, for more complex surveys, the [[Expression Manager]] has to be used.
 +
*If you use expressions, don't forget to look for syntax errors with the help of the logic file.</div>
  
<!--T:13-->
 
Starting in version 2.0 you are now able to randomize the order of question groups. To do that just enter a string into the field 'Randomization group'. You will need to enter that same string in all the other groups who you want to randomize and which will then appear in a random order when taking the survey.
 
 
</translate>
 
</translate>

Latest revision as of 21:02, 19 July 2019

Other languages:
Deutsch • ‎English • ‎español • ‎français • ‎italiano • ‎日本語 • ‎Nederlands • ‎русский • ‎slovenščina


Help.png Please note that the below explanations and screenshots are based on LimeSurvey 3.


Create question group

To start adding question groups to your survey, access the survey structure page and locate in the left menu the add question group button.


Option 2 - create a question group.png


After you click on it, the add question group panel will be showed up:


Add question group panel.png


Please note that you can create as many groups as you like!

The following fields will be displayed:

  • Title: Type in this box the name you wish to give to the question group;
  • Description: This field allows you to publish an explanatory note for any set of questions. If you add a description, it will be presented along with the survey before commencing any of the questions in that group. If no text is added, then public participants will simply move straightaway to the survey questions. You can use the HTML editor to include images, formatted text, etc. to your liking;
  • Randomization group: To start randomizing a question group, enter a string into the field such as randgroup1. You will need to enter that same string in all question groups that you want to randomize and which will then appear in a random order when taking the survey. Only places inside the same group will be randomly switched!
  • Relevance equation: You can set a "relevance equation" in this field for the group with the help of the Expression Manager. This is helpful for "looping" or other cases where you are repeating similar content multiple times. For example, say you want to ask the same set of follow-up questions for each child in a household and you have asked how many children are there via a question named numKids. Then, for each group of follow-up questions you would have to use relevance equations (which would collect data about the third child) such as: numKids == 3;
Help.png Note: An explanation and example for hiding question groups are available in the Expression Manager examples wiki subsection.
Help.png Hint: Groups can be used to group questions in a survey. If you are going to have multiple groups, you should note that the survey questions will be displayed group by group by default (you can change that from your survey settings). To display the groups in a particular order using the group reordering feature. If you have only one group in your survey then the name of this group is irrelevant (except for the survey format).


Add question group toolbar

You may find on the top toolbar the following options:


Add question group - toolbar.png


  • Display/Export: This function is used to export your whole survey in different formats;
  • Survey participants: Clicking on this button will redirect the survey administrator to his/her survey participants table;
  • Responses: If the survey is active, the button becomes visible. It offers you access to the responses table;
  • Import a group: Besides the two ways mentioned above, new question groups can also be added via the import group function.


Import a question group

You can also import a question group (.lsg file format) that was previously exported from a LimeSurvey survey. First, access the add question group option and then locate on the top toolbar the import question group function:


Import question group 1.png


Browse your computer/server and upload the .lsg file that contains the question group you wish to import.

Question group actions

After the creation of a survey, you can access the newly created group from the survey structure menu. The following page will be displayed:


Question group - after its creation.png


The page is divided into three sections:

  • Question group toolbar: You may find on the toolbar the following options:
    • Preview survey/question group: Click on one of the two buttons to either preview your whole survey or only the current question group. If additional languages were added to your survey, the survey/question group can be previewed in each language of the survey. Just simply click on one of the two preview buttons and select the desired language;
    • Edit current question group: Click on this button if you wish to edit the title, description, relevance equation, or randomization group of the current question group;
    • Check survey logic for current question group: It helps you see the possible errors that might exist within a question group - it is especially useful when the expression manager is employed.
    • Delete current question group: If you wish to delete the current question group, click on this button.
    • Export this question group: If you wish to export this question group to later import it into another LimeSurvey survey, click on this button. The file will be exported in the .lsg format.
  • Group quick actions: It allows you to quickly perform question-groups-related actions - in our case, the add new question to group option is displayed. To find out more about questions, read our introductory wiki section on question.


Preview question group

Once you have started to add questions into your group, you may want from time to time to preview how the respective question group looks like. To do that, look for the question group button that can be accessed from the:

Help.pngWhen preview a group, the relevance of this group is forced to be true.
Notice.png
Hint: You can add GET params in URL to set some previous question answer used in Expression.


Preview question group - survey structure

Click on the survey structure, select the desired question group, and click on the preview question group button:


Preview q group - survey structure.png


Preview question group - question group panel

You can preview the question group once you have finished editing it:


Question group panel - preview.png


Preview question group - question panel

The question group to which question belongs to can be previewed from the question panel - see the top bar:


Preview question group - question panel.png

Reordering question groups

The question groups and questions can be reordered as many times as you like. For further details, check the following survey structure wiki subsection.


Example

The relevance equation offers us many possibilities to further customize our survey. A simple example is presented below to show how some question groups can be hidden according to the answer provided by the respondent to a prior question (part of another question group). For example, if you want to find out more information about parents that have one child in comparison to those with two or more, using the relevance equation to hide certain questions/question groups could be recommended.


Link .lss file: Question_groups_simple_example.zip -> to import it, read the following wiki section.


Logic file question groups example.png


The above file contains three question groups, each containing one question. Question group "1kid" is displayed only if the value introduced by the respondent to the question "numkids" is 1. Question group "2ormorekids" is displayed only if the answer to the question "numkids" is >1.

This is just a simple example to show you how expressions can be used to further customize your survey. For further details, please start reading further about the Expression Manager.

Help.png Notes:
  • There are many ways through which you can hide questions. One way is to use conditions. However, for more complex surveys, the Expression Manager has to be used.
  • If you use expressions, don't forget to look for syntax errors with the help of the logic file.