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{{Alert|title=Attention|text=Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design.}}
{{Box|Click on the following link to access the survey settings wiki section for the [[Survey settings version 2|version 2.xx]].}}
=Introduction=
The survey settings menu allows users to edit different survey-related settings. The following survey settings are available by default:
<center>[[File:Settings Menu screen.png]]</center>
*[[Survey settings#Overview|Overview]]
*[[Survey settings#General settings|General settings]]
*[[Survey settings#Survey texts|Text elements]]
*[[Survey settings#Data policy settings|Data policy settings]]
*[[Survey settings#Theme options|Theme options]]
*[[Survey settings#Presentation|Presentation]]
*[[Survey settings#Participant settings|Participant settings]]
*[[Survey settings#Notifications & data|Notifications & data]]
*[[Survey settings#Publication & access|Publication & access]]
In the screenshot above, two buttons are emphasized. They can be used by users to rearrange the survey settings menu dimensions. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking the '''three-dots'''. If you click the '''left arrowhead''', the menu collapses and is minimized until the only a side menu with icons is left. To go back to the default view of the survey settings menu, click the '''right arrowhead''' located above the survey settings menu. Hover the mouse over each option to see what each icon does.
<div class="simplebox">[[File:help.png]] '''Note''': The menu can be changed/edited from the [[Menu configuration]] and [[Menu entries configuration]] pages. They can be accessed from the LimeSurvey configuration dialog. '''We recommend that only advanced users edit menus.'''</div>
{{Note|The survey menu (located below the survey settings) is described [[Survey menu|here]].}}


=Overview=
=Overview=


Per la creazione di un nuovo gruppo, sarà necessario introdurre un titolo ed una descrizione dello stesso e di seguito comparirà la barra degli strumenti della creazione dei gruppi. Se si seleziona un gruppo già esistente comparirà direttamente la barra degli strumenti, che ora vediamo nella seguente immagine:


[[File:barra_grupos.png]]
The overview page offers an overview of your survey. It is divided in two parts:
*'''Overview toolbar:''' The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);


#'''Modificare proprietà del gruppo: ''' permette di modificare il titolo e la descrizione del gruppo.
*'''Survey summary:''' A short summary of your survey.
#'''Elimina gruppo:''' elimina il gruppo selezionato. '''ATENZIONE''': questa azione elimina tutte le domande che sono dentro al gruppo.
#'''Cambiare l&rsquo;ordine delle domande:''' permette di cambiare l&rsquo;ordine delle domande contenute dentro ad  uno stesso gruppo.
#'''Esporta gruppo:''' permette esportare tutte le domande del gruppo  corrente.
#'''Seleziona domanda:''' per scegliere una delle domande già creata, per poterle editare o modificare.
#'''Aggiungi nuova domanda:''' crea una nuova domanda.


Nello stesso modo in cui si creano/modificano i gruppi, l&rsquo;opzione di creazione presenterà una maschera per l&rsquo;inserimento dei dati delle domande, dopo di che comparirà una nuova barra degli strumenti, la stessa che compare con l&rsquo;opzione di selezione. La maschera di definizione delle domande è la seguente:


[[File:formulario_pregunta.png]]
For a complete description, check the [[Overview|Overview panel]] wiki page.


Brevemente descriviamo ognuno dei campi della maschera:
=General settings=
*'''Codice:''' sequenza di lettere e numeri che identificherà e individuerà ogni domanda dalle altre. Si può seguire una codifica con una certa logica, per esempio, se i gruppi chiamano: A,B,C&hellip; le domande del gruppo si potrebbero chiamare: a1, a2, a3&hellip;
*'''Domanda:'''  titolo o definizione della domanda, non ha una dimensione massima e si può  utilizzare del codice html per abbellirlo, includendo persino delle immagini.
*'''Nota di spiegazione:'''  testo  addizionale per l&rsquo;orientamento delle persone intervistate all&rsquo;ora di rispondere alla domanda.
*'''Tipologia:''' la piattaforma di indagine ha molti tipi di domande a disposizione dell&rsquo;utente, ed ogni tipo avrà un  requisito determinato. Più avanti descriveremo in dettaglio ognuno di questi requisiti.


Validazione: solo nei casi in cui le risposte sono dei testi liberi, oltre alla restrizione normale nel tipo di domanda di entrata numerica, sarà possibile restringere ciò che inserisce la persona intervistata seguendo delle regole definite con espressioni regolari con la sintassi del linguaggio PERL, anche se in certe circostanze complessa da descrivere, è molto potente..[tiki-index.php?page=Perl+Regex+expressions| Cliccare quí per ulteriori informazioni]
*'''obbligatorio:''' se la domanda è risposta obbligatoria da parte della persona intervistata dobbiamo mettere Sì. Questo implica che la persona non potrà andare avanti o finire il sondaggio finche non risponda con tutte le domande obbligatorie.
*'''Attributi:''' a seconda del tipo dei domanda, ci sono certa caratteristiche visive che si possono modificare, le quali saranno descritte più avanti per una migliore comprensione.


Ora vediamo nella seguente immagine la barra degli strumenti de creazione di domande, le quali compaiono una volta che abbiamo riempito la mascherina di prima o dopo la selezione di una domanda già esistente:
The general settings of a survey allow the user to edit basic survey information, such as the survey owner, administrator's email, and the template used in the survey.


[[File:barra_preguntas.png]]
For further details, please continue reading [[General settings|the following wiki]] page.


Ci sono dei tipi di domande dove è sufficiente selezionare il tipo per concludere con la definizione della domanda, però la maggior parte delle domande ha bisogno di specificare delle risposte o delle opzioni possibili che l&rsquo;intervistato può scegliere una o più di loro, a seconda del tipo di domanda. Nel caso in cui il tipo di domanda obblighi alla definizione di risposte possibili, comparirà un icona (numero 6). Andiamo ora a vedere nel dettaglio le opzioni di cui abbiamo evidenziato nell&rsquo;immagine precedente.
=Text elements=
#'''Modifica domanda:''' permette cambiare le caratteristiche principali della domanda (codice, titolo, ecc)
#'''Elimina domanda:''' elimina la domanda selezionata, incluso le risposte, attributi e condizioni già predefinite.
#'''Esporta domanda:''' crea un file (.csv ) con la definizione della domanda per poterla importare posteriormente.
#'''Copia domanda:''' crea una copia identica della domanda, questo è molto utile in quanto a volte potremmo avere delle domande con la stessa forma, dove di debba cambiare solo il codice, titolo e nota di spiegazione.
#'''Condizionamento:''' questa è una delle caratteristiche più potenti che presenta questo sistema, permette di mettere delle condizioni alla comparsa di questa domanda a seconda delle risposte che sono state date a delle domande precedenti.


Analizzeremo più in dettaglio questa opzione e le sue possibilità in un capitolo successivo.
#'''Anteprima:''' ci mostra in una finestra come sarà presentata la domanda.
#'''Modifica/aggiunge risposte:''' comparirà una maschera per la definizione delle risposte possibili alla domanda (questa opzione comparirà solo per alcuni tipologie di domande). Nell&rsquo;immagine seguente un esempio di tale maschera. [[File:formulario_respuestas.png]]


+ Come si può osservare nella maschera precedente per ogni risposta sono necessari i seguenti campi:
From the '''Survey text elements''' panel, you can edit the title of the survey and its description, welcome and end messages, end URL, and the format of the decimal mark and date.
###<u>Codice:</u> precedentemente abbiamo suggerito una codifica coerente con la quale fare riferimento al codice della domanda, identificando la risposta con lettera, le risposte con numeri, ecc. per esempio se la domanda 3 ha tre risposte, il codice delle risposte saranno: a3a, a3b, a3c&hellip; quindi il codice deve avere un valore numero intero in modo di realizzare delle regole di valutazione al volo sull&rsquo;indagine (questa utilità la descriveremo in un capitolo successivo)
###<u>Descrizione della risposta:</u> testo che sarà presentato come risposta.
###<u>Pulsanti di eliminazione:</u> eliminano la risposta in corrispondenza.
###<u>Pulsanti  "default":</u> stabilisce in corrispondenza della risposta se quella risposta per default, in modo che l&rsquo;intervistato ha già una risposta pre-impostata. Nel caso ci debba essere una sola risposta alla domanda, solo una potrà essere imposta come default, invece nelle risposte multipli potranno esserci più di una risposta segnata in default.
###<u>Pulsanti di riordinamento:</u> permettono di muovere in su e giù le risposte nell&rsquo;ordine desiderato.


Una volta modificate le risposte bisogna cliccare sul pulsante "salva tutto" per salvare tutte le modifiche realizzate.
For more details, access the [[Text elements|Survey text elements]] section.


'''Traduzione: David Cardozo - david.cardozo@centrolinux.it - www.centrolinux.it '''


=Settings=
=Data policy settings=


All survey settings and functions are organized in tabs. The following is a description of each tab and field.


==General==
The set of options displayed under this option are related to the security text/policy settings. These are the settings that survey participants need to be aware of before completing the survey.  
#'''Base language''': This sets the base language for the survey. Once saved, you cannot change it later. The language-set is the base language for possible translations of the survey. That way you can have multilingual surveys. During survey creation you cannot add additional languages. You will be able do that if you edit the survey properties again, later.
#'''Title''': This is the brief descriptive name of the survey (ie: "Enterprise Bargaining Survey 2003", or "Views on Ice Cream"). This title will be displayed on every page of the public survey.
#'''Description''': This allows you to enter a description of the survey. (ie: "A survey to collect your ideas on the next round of enterprise bargaining" or "A survey to find out the popularity of chocolate ice cream"). You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor. By default, description is used on invitation email.
#'''Welcome message''': This allows you to enter a message that will display when a participant first logs into your survey. (ie: "Thank you for taking the time to participate in this survey..") You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor.
#'''End message''': This allows you to enter a message that will display when a participant completes your survey. (ie: "Thank you for completing our survey. We will publish results soon."). You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor.
#'''End URL''': This URL will be presented as a link at the end of the survey, and allows you to direct your participants back to your home page (or, in fact, anywhere). The End URL has to be entered with "http://" at the beginning, eg. http://www.limesurvey.org. <br />You can use they placeholder {SAVEDID}, {TOKEN}, {SID} and {LANG} in this URL.<br />SAVEDID is the id assigned to this particular submission, TOKEN is the token used to participate in the survey, SID is the survey ID and LANG is the language code<br />eg. http://www.limesurvey.org/test.php?var1={SAVEDID}&var2;={TOKEN}&var3;={SID}&lang;={LANG} <br />From version 1.82+ you can use [[URL fields]] with this field to pass parameters from the start URL to then end URL. <br />You can also use {INSERTANS:SGQA} in this URL (since 1.82+). This allows adding the response to a specific question in the survey to the final url. This can be useful for sending a response to an external script (ie an email address collected during the survey). eg: "http://www.limesurvey.org/test.php?email={INSERTANS:1234X56X7}"
#'''URL description''': The description for the link using the End URL.
#'''Administrator''': This is the name of the contact person who administers the survey. It will be included in emails sent out inviting participants to respond.
#'''Admin email''': This is the email address of the administrator (as above) and is used as the 'reply to:' address on any emails sent. You can also enter several email addresses separated with a semicolon - that way survey administrator notifications are sent to more than one person. (Example: "firstaddress@test.com;secondaddress@test.com")
#'''Bounce email''': This is the email address where a delivery error notification email should be sent. By default, this is the same as the administrator's email address. If you want to use a custom script to parse delivery error emails, then use a special Bounce Email address here and automatically process emails reaching this address with your script. This script could then update the Email Status field of the token line corresponding to this email address (see tokens).
#'''Fax to''': This field is used to give a fax number on the "printable survey" - ie: when you want to send someone a hard copy because they cannot use the online survey.


<div class="simplebox">'''Caution''': the HTML WYSIWYG editor doesn't allow you to upload files during the survey creation process. Trying to do so will end up with an error message like: "''This file uploader is disabled''". If you need to upload pictures or any other ressources, please do so after survey creation, by editing the newly created survey.</div>
For more details, access our wiki section on [[Data policy settings|data policy settings]].


==Presentation & navigation==
=Theme options=
#'''Format''': Choose from "Question by question", "Group by group" or "All in one".
*'''Question by Question''': Public survey will display one question per page.
*'''Group by Group''': Public survey will display all questions in a group per page. Group at a time surveys still have a separate "welcome" page and "submit" page, like "Question by Question" surveys.
*'''All in one''': Public survey will display all questions in one single page. Activated All in one surveys do not have a "welcome" page or "submit" page - the welcome message and submit button all appear on the same page.
#'''Template''': Choose from the installed templates in your system. The default template is rather dull, but functional. More information on creating your own templates is available [[The template editor|here]].
#'''Show welcome screen''':  Yes/No. If Yes, then the welcome message defined in Text Elements section will be displayed.    Default is Yes.
#'''Navigation delay''':  Number of seconds before Previous and Next buttons are enabled.   Default 0 seconds
#'''Show <nowiki>[</nowiki><< Prev] button''': This option defaults to yes, however if you set it to "No" then users will not have the option of moving to a previous page while completing the survey.
#'''Show question index / allow jumping''':  Yes/No. Default No.  When Yes, an index will be displayed on the right side.    Users can jump to any section in the survey.
#'''Keyboard-less operation''': By activating this setting there will be a virtual keyboard available for certain question types.
#'''Show progress bar''': Yes/No.  Default Yes.   Allow the administrator to turn off the Progress bar
#'''Participants may print answers?''': This option defaults to no. When it is set to yes, a participant can print a summary of responses at submit time.
#'''Public statistics''': Yes/No.   Default No.   If set to "Yes" users who have submitted the survey will be presented a link to statistics of the current survey. The admin can set which questions should be included at these statistics by [[Advanced question settings|#public_statistics|applying the according question attribute]].
#'''Show graphs in public statistics''': (''since 1.80'') Determines if public statistics for this survey include graphs or only show a tabular overview. Creating graphs for huge surveys with lots of answers takes some time and server resources so this is the switch to turn them on/off (default setting: ''off'').
#'''Automatically load URL when survey complete''':  Yes/No.  Default No.   If yes, when the survey is submitted, it will automatically redirect to the End URL. The end URL can be defined in the Text Elements Section. Please note that this only works on an active survey.
#'''Show "There are X questions in this survey"''':  Yes/No.  Default Yes.   If Yes, the message will be displayed on the Welcome Screen.    This option will not affect the print version.
#'''Show group name and/or group description''':  Will control the display of Group Names and Descriptions.   This option will not affect the print version. Four Options:
*'''Show Both''' - Default
*'''Show Group Names Only'''
*'''Show group description Only'''
*'''Hide Both'''
#'''Show question number and/or code''':
*'''Show Both''' - Default
*'''Show Question Number Only'''
*'''Show Question Code Only'''
*'''Hide Both'''
#'''Show "No answer"''': Yes/No.  Default Yes.   When Yes, the No Answer will be displayed as the default option for non-mandatory single-select questions. Be aware that if you switch this off, the participant won't be able to unselect a chosen answer option in a non-mandatory question.


==Publication & access control==
#'''List survey publicly''': Yes/No.  Default No. When it is set to yes, your survey will be listed in the 'available surveys' portal
# '''Start date/time''': Set this to some date if you want your survey to start on a certain date. The survey will start on midnight of that day and only then will people be able to answer to it. To disable this just clear the date from the input field.
#'''Expiry date/time''': Set this to some date if you want your survey to expire on a special date. This is the last date on which the public survey script will let people participate. (Example: If you set it for the 31st of December, then people will no longer be able to use the survey script on the 1st of January). To disable this just clear the date from the input field.
#'''Set cookie to prevent repeated participation?''': If you set this to 'Yes', and your survey does not use a tokens table to control participant access, then a cookie will be saved to the client computer of each survey participant once they have submitted a survey. This cookie will stop the same user on that computer from accessing the survey more than once. There are inherent limitations in the 'security' strength of such a system, but, in general, it allows you to retain some control over multiple entries on public surveys.
#'''Use CAPTCHA for''': With this option you can decide when you want a CAPTCHA to be used. Default is to enable CAPTCHA only for the public Registration page, but you can also enable it before accessing the survey, and before Load/Saving partial answers.


==Notification & data management==
This panel is for users who would like to enhance their templates by using the inheritance function and the bootswatch themes.
#'''Send basic admin notification email to:''' and '''Send detailed admin notification email to:''' These fields allow you to send notifications or survey responses to additional email addresses once the survey is submitted. You can edit the templates for these emails under 'Email templates'. Multiple recipients can be set by seperating the entries with a semicolon (;) - eg "yourname@test.com; myname@test.com;hisname@test.com" OR when using placeholders "yourname@test.com;{INSERTANS:82733X12X73};{TOKEN:EMAIL}". Make sure that at least your administrator email is set properly in the survey settings - otherwise no email will be sent or there will be an 'Invalid address:' message when a participant finishes a survey. Please note that there are three different ways for entering an address:
##Enter a specific ''email address'' (ie: yourname@test.com)
##Enter a ''SGQA code'' and the response will be sent to an email address entered as an answer to that particular question (use the format {INSERTANS:9999X88X12}, in the same way you would [[Adding a question#Information from previous answers|Re-use information from previous answers]])
##Enter a ''Token code'' (only possible if your survey is ''not'' anonymous) and the response will be sent to an email address retrieved from a token field (use the format {TOKEN:EMAIL} or {TOKEN:ATTRIBUTE_1} in the same way you would [[Adding a question#Information from tokens table|Re-use Information from the Tokens Table]])
##''As of Version 1.92:'' Enter a valid expression conforming to [[Expression Manager|Expression Manager]] syntax.  This lets you use question code instead of SGQA syntax (for easier readability), plus conditional logic (e.g. route the notifications to different people depending upon the data entered into the survey).
#'''Date stamp?''': This field allows you to determine whether the survey will datestamp all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response indicating the time and date that the response was made. (See configuration settings for $timeadjust setting.)
#'''Save IP address?''': This field allows you to determine whether the survey will save an IP-address for all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response indicating the ip-address of the participant.
#'''Save referrer URL?''': This field allows you to determine whether the survey will save the referrer URL for all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response where this URL is saved. A referrer URL is the URL from which the user was led to your survey URL.
#'''Enable assessment mode?''': With this setting you can enable/disable [[Assessments|assessments]] for this survey.
#'''Save timings''': If activate then on survey activation a separate table will be created where timings for your questions will be saved, e.g. how long a user stays on one page during taking the survey.
#'''Participant may save and resume later?''': This setting allows a participant to save his responses and resume to answer the survey at a later time. Please note that this makes most sense with open surveys or surveys with anonymized answer. If you are using tokens and the survey is not anonymous in most cases it is better to activate 'Token-based response persistence' in the token tab.
#'''Google Analytics API Key for this survey''':  Allows for integration with Google Analytics. The API key can be inserted into templates using {GOOGLE_ANALYTICS_API_KEY}. The full JavaScript that Google Analytics expects (including the key) can be included in templates via {GOOGLE_ANALYTICS_JAVASCRIPT}
#'''Google Analytics Style for this Survey''':  Choices are:
##'''Do not use Google Analytics''' - so {GOOGLE_ANALYTICS_JAVASCRIPT} is an empty string
##'''Default Google Analytics''' - {GOOGLE_ANALYTICS_JAVASCRIPT} uses the standard Google Analytics code, inserting the proper Google Analytics Key
##'''SurveyName-<nowiki>[</nowiki>SID]/GroupName''' - {GOOGLE_ANALYTICS_JAVASCRIPT} contains customized Google Analytics code to log the URL as {SURVEYNAME}-<nowiki>[</nowiki>{SID}]/{GROUPNAME}.  This can be  helpful if you want to analyze navigation paths through your survey, time spent per page, and drop-off rates per page.


'''Google API howto''':
For more details, access our wiki section on [[Theme options|theme options]].
# Register/login on Google Analytics (GA): [http://www.google.com/analytics/ www.google.com/analytics/]
# Create a key (the site should not point to the survey, but to the part before 'index.php?') The key should be UA-xxxxx.
# Go to your survey's global settings in LimeSurvey.
# Put the key in appropriate field (Google Analytics API Key). It's probably the best to set GA Style to track all pages as you can have more info.
# You don't need to do anything in shipped templates, as the {GOOGLE_ANALYTICS_JAVASCRIPT} part is already there.
# Activate the survey.
# Do the survey.
# Go to GA panel mainsite. (select appropriate account in left-hand upper corner if you have more than one). You should see some graphs with the statistics. Beware of the dates in upper right corner.


==Tokens==
#'''Anonymized responses?''': This allows you to determine whether responses to your survey are matched up with information from your surveys tokens table, or kept 'anonymous'. The default is 'No'. If you choose 'Yes' then your survey is set to radically anonymize responses - there is really no way to connect answers and participants. Even the admin can't link response data and participant/token data. However you will always be able to specifically view each response entered by your participants in the survey. Thus individual, but anonymous, statistics is still possible to do. '''''Attention:''''': If this feature is activated the response submission date and the token completed date are always set to 1980-01-01 00:00, no matter of other settings. Why? Invalidating the submission date ensures no match with webserver logs where the token key might show up when a survey is started. Invalidating the token completed date makes sure that you can't align the order of submitted responses to the order of the token date/time.
#'''Allow editing of answers after completion?''': Default: No If you activate this setting the participants may return to his survey by clicking the invitation link, even if he already submitted the survey. This only works with non-anonymized surveys.
#'''Enable token-based response persistence''': If your survey uses tokens and your responses are not anonymized, then you may want to enable this feature. If you turn this on, then your participants can leave your survey and resume later at any time without using the 'Resume later' function - for example if he/she gets distracted or his browser crashes. Upon clicking the invitation link again he will find his survey answers so far still in place when returns to the survey and will even continue on the last page seen.
#'''Allow public registration''': If you use tokens to control access to your survey, the only people who can use the survey are those who have an entry and a unique token from the token table. If you would like to use tokens, but also allow public registration, set this to "Yes".  The "Yes" setting will allow a visitor to register his name and email address. The script will create a new entry in your tokens table for this person, then send them an invitation email. The script will ensure that only one person per email address can complete your survey.
#'''Use HTML format for token emails?''': When set to yes, all emails sent by the token management interface (invite, reminder, confirmation) will be formatted as HTML. You'll then be able to use rich formatting for this emails. Default is Yes at survey creation. Caution, when you switch on/off this feature, you'll have to double check that your email templates are still displayed as you want.
#'''Set token length to''': Usually you don't need to change this, the default setting of 15 digits (max. supported value: 99) is fine. If changing this setting please enter a number (X) which should be greater than 5 (if the number entered is <5 it will be converted to the default value of 15). When generating tokens all tokens will use a length of X digits.


==Import==
=Presentation=


Alternatively you can [[Importing a survey structure|import a survey structure]] from this tab on survey creation. You have the option to let LimeSurvey automatically convert relative URLs to local images/media files and INSERTANS tags (recommended).
In this panel you can edit presentation- and navigation-related settings. These changes impact how the survey is presented to survey participants. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.


==Copy==
For a complete description, access the following [[Presentation|link]].


Alternatively you can copy an existing survey from this tab on survey creation. You have the option to let LimeSurvey automatically convert relative URLs to local images/media files and INSERTANS tags (recommended). The other options are pretty self-explaining. Please note that when copying a survey the start date and the end date of a survey cleared.
=Participant settings=


==Panel integration (URL parameters)==


<div class="simplebox"> Please note that this tab is currently not visible on survey creation but only when you edit the survey settings after saving them for the first time.</div>
From this menu you can edit different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.


On this tab you can set which additional URL parameters will be accepted by your survey. If you like you can also save the value as a response of a "Short text question" or "Multiple short text question" type (you will be able to select any short text question to save it to). Even if you do NOT save the value of the URL parameter you will be able to use this parameter in the end URL. Please have a look at the documentation of the End-URL for further information.
For a complete description of the options, access our wiki section on [[Participant settings|survey participants handling]].


==Resources==
=Notifications & data=


This tab lets you manage files (pictures, media files) that were uploaded in the HTML Editor and it is only visible if you edit a survey - not during survey creation.


You can:
If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.
* Browse available files
* Export files as a ZIP archive
* Import a ZIP archive of files


Important hints:
For more explanations, read about [[Notifications & data|notifications and data management settings]].
* Authorized files extensions are defined in config-defaults.php.
* Files for the survey are in the upload/surveys/<sid> subdirectory.
* Uploaded files will only been seen while browsing resources on this survey (groups, questions, answers) not in other surveys or objects (labels).
* Do not expect this limited visibility to ensure confidentiality of the resources as they are reachable with a simple browser to anyone who know the URL to the file.
* You can't import a ZIP file containing subdirectories.


=2nd Step - Additional languages=


To add more language to a survey you have to create and save it - then edit it again. Now you can add and remove additional languages to the survey. If you remove a language from a survey the complete contents of that language in that survey is deleted permanently so be careful what you are doing.
=Publication & access=


By clicking on the button 'Save and continue' on the first page in the survey settings you will be taken to the language-specific page which lets you change all texts for each language like ''Survey name'', ''Welcome Text'', etc. You can also edit the date format which should be used for a certain language.


Previous [[Creating surveys - Introduction]]
This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.


Next [[Importing a survey structure]]
For more details on each option, read from our manual about [[Publication & access|Publication & access]].

Revision as of 17:14, 5 June 2021


  Attention : Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially in terms of design.


Click on the following link to access the survey settings wiki section for the version 2.xx.


Introduction

The survey settings menu allows users to edit different survey-related settings. The following survey settings are available by default:




In the screenshot above, two buttons are emphasized. They can be used by users to rearrange the survey settings menu dimensions. If you wish to rearrange the main survey settings menu, drag the right side of the menu to the left or to the right by clicking the three-dots. If you click the left arrowhead, the menu collapses and is minimized until the only a side menu with icons is left. To go back to the default view of the survey settings menu, click the right arrowhead located above the survey settings menu. Hover the mouse over each option to see what each icon does.

Note: The menu can be changed/edited from the Menu configuration and Menu entries configuration pages. They can be accessed from the LimeSurvey configuration dialog. We recommend that only advanced users edit menus.


The survey menu (located below the survey settings) is described here.

Overview

The overview page offers an overview of your survey. It is divided in two parts:

  • Overview toolbar: The functions from the toolbar allow you to start/stop the survey, check its logic, save & export it, add survey participants, and manually introduce survey participants' data (in the case in which you conduct an offline survey);
  • Survey summary: A short summary of your survey.


For a complete description, check the Overview panel wiki page.

General settings

The general settings of a survey allow the user to edit basic survey information, such as the survey owner, administrator's email, and the template used in the survey.

For further details, please continue reading the following wiki page.

Text elements

From the Survey text elements panel, you can edit the title of the survey and its description, welcome and end messages, end URL, and the format of the decimal mark and date.

For more details, access the Survey text elements section.


Data policy settings

The set of options displayed under this option are related to the security text/policy settings. These are the settings that survey participants need to be aware of before completing the survey.

For more details, access our wiki section on data policy settings.

Theme options

This panel is for users who would like to enhance their templates by using the inheritance function and the bootswatch themes.

For more details, access our wiki section on theme options.


Presentation

In this panel you can edit presentation- and navigation-related settings. These changes impact how the survey is presented to survey participants. You can choose to show the number of the questions at the beginning of the survey, a progress bar or the current statistics of the survey once it is completed, and so on.

For a complete description, access the following link.

Participant settings

From this menu you can edit different survey participants table settings. For example, you can choose to anonymize all the responses you get from a survey or allow public survey registration.

For a complete description of the options, access our wiki section on survey participants handling.

Notifications & data

If you would like to save response-related details into the responses tables, access this panel. You can save the referrer URL, IP address, timings, etc. that can help you produce more in-depth analyses. Moreover, LimeSurvey allows you to use the tracking ID from Google Analytics.

For more explanations, read about notifications and data management settings.


Publication & access

This setting allows the survey administrator to choose the way in which the survey can be accessed by the survey participants (e.g., CAPTCHA codes can be used to increase the security of your survey). Moreover, you can also set up from here a start/expiry date/time.

For more details on each option, read from our manual about Publication & access.