Quick Start Guide

Complete walkthrough to build your first intelligent survey.

1. Create a Survey

From the Dashboard, click "Create Survey" and configure:

Title: Display name for your survey

Description: Optional details about purpose

Restricted: Limit access to specific papers only

Click "Add Question" to configure each field:

Type: Choose from text, number, single choice, multiple choice, table, repeat group, calculate, note, group, or mapping

Question Name: Custom identifier for referencing in other questions

Label: What you're asking (use references like {name} for dynamic text)

Hints: Optional guidance that appears below the question

Required: Mark as mandatory if answer must be provided

Ensure data quality with validation rules:

Range validation: . >= 18

Pattern validation: regex(., '^[^@]+@[^@]+\.[^@]+$')

Custom error: Add "Constraint Message" to show when validation fails

Show or hide questions based on previous answers:

Show if condition met: Set "Depends on" field, choose condition, enter value

End survey early: Check "End survey immediately" to skip remaining questions

Multiple conditions: Combine conditions with AND/OR logic

Create Calculate-type questions for auto-computed values:

Arithmetic: {value1} * {value2}

Conditional: {value} >= 18 ? 'Adult' : 'Minor'

Aggregation: sum({group[*].amount})

Reference previous answers or external data:

Current survey: {question_name}

Cross-survey: {survey_name:question_name}

Repeat group: {group[*].field} or {group.count}

Make your survey available:

1. Click "Publish" to make the survey active

2. Assign to papers individually or use Survey Groups for bulk assignment

3. Respondents can now access the survey

Review submitted responses, request revisions, approve or reject. Add comments to specific questions then export data to CSV for analysis.