Wiki source code of Create A Questionnaire

Last modified by David Stadnyk on 2026/04/21 15:55

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12.1	3	= Create a Questionnaire =
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12.1	5	Questionnaires allow you to create custom online forms for your members, such as waivers, health forms, PAR-Qs, and more.
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12.1	9	== Navigating to Questionnaires ==
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12.1	11	1. Click Setup in the left-hand navigation sidebar.
	12	1. Hover over Personalize to expand its submenu.
	13	1. Click Questionnaires.
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12.1	15	This opens the Questionnaires list, which displays all existing questionnaires with the following columns:
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12.1	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.
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12.1	27	== Creating a New Questionnaire ==
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12.1	29	Click Add New in the top right of the Questionnaires list to open the Add Questionnaire screen.
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12.1	31	=== Settings ===
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12.1	33	Configure the following options before building the questionnaire:
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12.1	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.
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12.1	41	=== Building the Questionnaire ===
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12.1	43	Use the three buttons below the settings to add fields to the questionnaire:
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12.1	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.
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12.1	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:
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12.1	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.
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12.1	55	Once complete, click Save and Exit to save the questionnaire, or Back to return to the Questionnaires list without saving.
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	57	{{include reference="KBSupportCTA.WebHome"/}}