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Changes for page Create A Questionnaire

Last modified by David Stadnyk on 2026/04/21 15:55
From version 6.1
edited by Isaac Mejia
on 2025/12/15 16:20
Change comment: There is no comment for this version
To version 12.1
edited by David Stadnyk
on 2026/04/21 15:55
Change comment: There is no comment for this version

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1 1  {{include reference="KBArticleHeader.WebHome"/}}
2 2  
3 -= Create A Questionnaire =
3 += Create a Questionnaire =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-a-questionnaire_1484292346>>https://membersolutions-9221154.hs-sites.com/kb/create-a-questionnaire_1484292346]]{{/info}}
5 +Questionnaires allow you to create custom online forms for your members, such as waivers, health forms, PAR-Qs, and more.
6 6  
7 -* [[Setup>>Setup_1619099713.html]]
7 +----
8 8  
9 -* [[Personalize>>Personalize_1619591434.html]]
9 +== Navigating to Questionnaires ==
10 10  
11 - Create A Questionnaire
11 +1. Click **Setup** in the left-hand navigation sidebar.
12 +1. Hover over **Personalize** to expand its submenu.
13 +1. Click **Questionnaires**.
12 12  
13 - Created by
14 - Amith on Feb 05, 2021
15 +This opens the **Questionnaires** list, which displays all existing questionnaires with the following columns:
15 15  
16 -Create questionnaires and online forms within your site. You can create waivers, lifestyle and health forms, PAR-Q's... whatever you like!
17 +|=Column|=Description
18 +|**ID**|A unique identifier for the questionnaire.
19 +|**Name**|The name of the questionnaire.
20 +|**Mandatory**|Whether the questionnaire is mandatory for members to complete.
21 +|**Self Registration**|Whether the questionnaire is presented to members who self-register.
22 +|**Status**|Whether the questionnaire is currently Enabled or Disabled.
23 +|**Actions**|Links to Enable/Disable, Edit, or Delete the questionnaire.
17 17  
18 -Click **Setup**
25 +----
19 19  
20 -* Click **Personalize**
27 +== Creating a New Questionnaire ==
21 21  
22 -* Click **Questionnaires**
29 +Click **Add New** in the top right of the Questionnaires list to open the **Add Questionnaire** screen.
23 23  
24 -* Click **Add Questionnaire**
31 +=== Settings ===
25 25  
26 -image:kb-1484292346-1484358006-1.png
33 +Configure the following options before building the questionnaire:
27 27  
28 -* Enter a **Name** for your questionnaire
35 +|=Field|=Description
36 +|**Name** //(required)//|The name of the questionnaire.
37 +|**Mandatory**|If set to //Yes//, all members will be required to complete this questionnaire.
38 +|**Tagged to Self Registration**|If set to //Yes//, members who self-register will be prompted to complete this questionnaire.
39 +|**Digital Acceptance Required**|If set to //Yes//, members must digitally accept the questionnaire before submitting.
29 29  
30 -* Select whether or not it will be a **Mandatory **questionnaire
41 +=== Building the Questionnaire ===
31 31  
32 -* Select whether or not the questionnaire will be **Tagged to Self Registration**, which means that clients who self-register themselves will have to complete the questionnaire.
43 +Use the three buttons below the settings to add fields to the questionnaire:
33 33  
34 -* Select whether or not **Digital Acceptance **is required.
45 +* **Add Text Field Only** – Adds a block of text with no response field. Use this to introduce the questionnaire or provide instructions to the member. It is recommended to start every questionnaire with a Text Field.
46 +* **Question with Text Answer** – Adds a question with a free-text response field. A mandatory setting can be configured for each question individually.
47 +* **Question with YES | NO** – Adds a question with a Yes/No response. A mandatory setting can also be configured per question.
35 35  
36 -Now, it's time to build your questionnaire. You can choose to either Add Text Field, add a Question with Text Answer or a Question with Yes/No response.
49 +Add as many fields as needed. Each field appears as a row in the builder with a text entry area and the following controls on the right:
37 37  
38 -image:kb-1484292346-1484358012-1.png
51 +* **Mandatory** dropdown //(Questions only)// — Set to //Yes// or //No// to control whether the question is required. Text Fields do not have a mandatory setting.
52 +* **▼ / ▲ arrows** — Move the field down or up to reorder it within the questionnaire.
53 +* **Remove** – Deletes the field from the questionnaire.
39 39  
40 -* We recommend starting off with a **Text Field** to introduce the questionnaire to your clients and for any instructions you may have.
55 +Once complete, click **Save and Exit** to save the questionnaire, or **Back** to return to the Questionnaires list without saving.
41 41  
42 -image:kb-1484292346-1484358018-1.png
43 -
44 -* If you'd like to add a **Question with Yes/No**, select that option. You can also select whether or not each specific question is mandatory using the corresponding drop-down menu.
45 -
46 -image:kb-1484292346-1484358024-1.png
47 -
48 -* To add a **Question with Text Answer**, select that option. Again, you can select whether or not this question is mandatory.
49 -
50 -image:kb-1484292346-1484358030-1.png
51 -Add as many fields as you want. Once you're all done, click **Save and Exit**.
52 -
53 -**NOTE:**
54 -
55 -* You can use the arrows besides each field to shift it either up or down.
56 -
57 -* You can click
58 -
59 -**Remove** to delete a question
60 -
61 -image:kb-1484292346-1484358036-1.png
62 -
63 63  {{include reference="KBSupportCTA.WebHome"/}}
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