Create A Questionnaire - Member Solutions Knowledge Base

* **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.

48

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:

50

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.

54

55

Once complete, click **Save and Exit** to save the questionnaire, or **Back** to return to the Questionnaires list without saving.

56

57

author	version	line-number	content
		1	{{include reference="KBArticleHeader.WebHome"/}}
		2
		3	= Create a Questionnaire =
		4
		5	Questionnaires allow you to create custom online forms for your members, such as waivers, health forms, PAR-Qs, and more.
		6
		7	----
		8
		9	== Navigating to Questionnaires ==
		10
		11	1. Click Setup in the left-hand navigation sidebar.
		12	1. Hover over Personalize to expand its submenu.
		13	1. Click Questionnaires.
		14
		15	This opens the Questionnaires list, which displays all existing questionnaires with the following columns:
		16
		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.
		24
		25	----
		26
		27	== Creating a New Questionnaire ==
		28
		29	Click Add New in the top right of the Questionnaires list to open the Add Questionnaire screen.
		30
		31	=== Settings ===
		32
		33	Configure the following options before building the questionnaire:
		34
		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.
		40
		41	=== Building the Questionnaire ===
		42
		43	Use the three buttons below the settings to add fields to the questionnaire:
		44
		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.
		48
		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:
		50
		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.
		54
		55	Once complete, click Save and Exit to save the questionnaire, or Back to return to the Questionnaires list without saving.
		56
		57	{{include reference="KBSupportCTA.WebHome"/}}

Wiki source code of Create A Questionnaire