Form Design

Page Menu

New Page

There are several simple ways to create a New page.

• One way is to select New page from the Page menu.
• You can also make a new page by selecting the blank page icon in the left tool bar.
• Perhaps the fastest way is to select !New from the List of pages window.

Save page

To save a page:

• Select Save page from the Page menu, or
• Click !Save in the List of pages window.

Rename the Current Page

To rename the current page, select Rename the current page from the Pages menu. Entering a new name will change the Alias of the page.

Delete the Current Page

To delete the current page, select Delete the current page from the Pages menu.

The page will now not appear in your form. However, If you want to recall that deleted page, or to delete it permanently, go to the introductory page of SURVEYWin 4.0. From here, select your project, select Form design, but instead of selecting Electronic form, select Rearrange objects. Click on the object option of the menu bar and select page. Here you can edit the order of pages or decide which pages will remain in your form.

Previous Page

There are several ways to reach the previous page:

• One way is to select Previous page from the Page menu.
• Another way is to click !Prev in the List of pages window.
• Click the Page up button.
• The back arrow in the left toolbar will also take you to the previous page.

Next Page

There are several ways to reach the next page:

• One way is to select Next page from the Page menu.
• Another way is to click !Next in the List of pages window.
• Click the Page Down button.
• The back arrow in the left toolbar will also take you to the next page.

ToolFrame Buttons

The ToolFrame gives you a choice of preset command buttons for you to place on your electronic pages. These buttons are the navigational aids that move users through your forms.

Select the Next button and click on OK. The Next button appears on the top left of your page. Position it, and use Font to select the style you want. You may resize it just as you resize questions and responses. Be sure to move the button from its original position before selecting another button, because default will place the new button on the top left. The second button will overlay the first unless you move the original button.

Note: Be sure to select a Save button for the last page of your form.

You can modify some or all of the buttons at one time if you want. Select each button in turn (the first button will be your master) by pressing and holding down SHIFT while clicking on the buttons you want to change. You may click with the right mouse button instead to select them. Then choose Align and click on whatever options you want. Note that Same font is one option. It will let you change all the button fonts on the page to a uniform font. Select OK when finished. You will see the results immediately.

Note: ToolFrame buttons default to the buttons of the last page you worked on.

Note that ToolFrame has other options at the beginning of the list. Select Skip to skip or branch to another page from any part of the current form. Select the page to skip to and give a name for Button label that is clear to your users. For example, you might name the button Review address and a person editing the record could click on Review address on this page to go to the page with the address. Select OK and position the button on the page. For owners of the DOS version of Raosoft SURVEY, this skip is the same as the marker Skip.

You can provide on-line help when you select the Help option in ToolFrame. Type the name for the outside help (described in Writing Help) in the box and provide a name for the button. Select OK and position it.

Lookup page lets you bring a page from elsewhere in the form to appear as a window on your current page. Select the page and give a name for the button label. Select OK and position it. You may fill out questions on the page being brought in. This option has many uses, say for updating addresses, or providing a text block when someone chooses the response other.

Phone dial lets you automatically dial a phone number. Select the question that contains the phone number and give a name for the button such as Dial phone. Select OK and position your button. When someone clicks on the button the phone number automatically dials. You may have multiple phone numbers, that you might name, for example, Office Phone, Home Phone, etc...

1. Select the page with the buttons from the list.
2. Click on new in the List of pages menu to make a new page. The heading from the active page will be copied on to the new page.

Design a bitmap version of the button that you want to create and save it in the directory where SURVEYWin is located. Before you can actually create the button version of your bitmap, you must add it to your bitmap library.

Navigational tools control the flow of questions in a script. Each item in the listbox creates a corresponding button on the screen. These buttons may be sized and placed anywhere on the screen.

The ToolFrame choices are:

List of Pages

If you are in Electronic form design and you choose Page|List of pages you will see the following dialog:

From the Page menu, the List of pages | Show all pages command in the form design window drops down a list of all the pages of your current form, beginning with your first page. When you first enter a form, the last page will be shown by default, so you can edit from where you left off. Click on the button to open the list, then select the page you wish to use from that list. You can also use the Next, New, and Prev buttons to walk through the pages in your form. Also, you may select List of pages | Show display pages to show just the pages in your current page order Script. If the List of pages somehow gets destroyed or hidden, you can bring it back with List of pages | Show list.

To borrow ToolFrame buttons from a page

1. Select the page with the buttons from the list.
2. Click on New in the List of Pages menu to make a new page. The headings from the active page will be copied on to the new page.

Rearrange Pages

IntelligentShells Page order scripts control the order in which pages are displayed. Use the Script layout dialog box to set the page order. You use this page order when you preview the form or enter data.

To change the current page ordering, select Page | Rearrange pages or the Script button on the toolbar.

1. On the right side, highlight the question you want to reorder and remove it from the list by clicking the left arrow.
2. On the left side, highlight the same question.
3. On the right side, highlight the question that is to come after the re-ordered question.
4. Click the Insert button to insert the question highlighted on the left before the question highlighted on the right.
5. Repeat for as many questions as you want to reorder, then click OK when finished.

Example: Suppose you have the following pages in your form:

• Page 1
• Page 2
• Page 3
• Page Begin
• Page End

Suppose you don't want them in this order, but you want Page Begin to come first.

Do the following:

1. Click on Page Begin in the right side to highlight it, then click the button to remove it.
2. Click on Page Begin on the left side to highlight it, and click on Page 1 on the right side to highlight it.
3. Click on the Insert button to insert Page Begin before Page 1.

Note: Sometimes you may want to remove a page from the right-hand side in order to store questions whose values are relevant but that you don't want the user to be able to access. This is a nice way to store form variables like ScoreRight, ScoreWrong, ScoreBlank, current time and date fields, case numbers, and so on.

Page Properties

Not Currently Enabled.

Clone Pages

Clone page is a very quick way to duplicate your questions within a form without having to worry about duplicate fieldnames. Clone page starts from a new page, and it copies over the contents of an existing page, creating clones of each individual question automatically. This is extremely useful for creating forms with large numbers of nearly identical questions (for instance, a 300 question form with nothing but 1-5 weighted rank questions.)

To clone pages:

1. Create a new page. You can do this by selecting New from the List of pages window.
2. Select Page | Clone page.
3. Select the page you wish to clone, then click OK.
4. Save your page to a new name, then repeat again for as many pages as you need!

Each new page contains unique fieldnames for questions, so you do not need to worry about duplicate fieldnames. If you want to quickly rename these fieldnames to something more meaningful than the standard Q1, Q2, Q3... etc. then try using the Question | History option.

If Then: Pre Display

If-Then logic is a powerful utility that allows you to perform any type of If-Then conditions on your database to provide displays to your user based on their answers to previous questions.

You may construct an If-Then query in form design by selecting Page|If-Then: Pre Display. This conducts your query when a form page is loaded. Later, a Post Display option will be added for those who wish to use logic statements when a form page is exited. The functionality between these two option is the same. You will construct the query using the same interface as the Analysis|Query option. There are four types of If-Then queries:

Goto Page

If you are in Electronic Form Design and you choose Page|If-Then Pre Display|Goto Page you will see the following dialog:

This option behaves like a Skip on Response. You can evaluate specific fields in the database and skip to a predetermined page for certain data values.

The options for this dialog box are:

• Edit: Edit an existing query
• Save: Save a query you just created
• New: Create a new query
• Delete: Delete a query in the Query List window

You can reverse the effect of your query depending on whether you select True or False in the If the condition is.. section of the window. You can select which page in your form that you want to send your user to. You can also view the next page is current script if you click on Show next page.

Yes/No

This option will allow a user to manually bypass a programmed skip button. For example if a respondent is taking a survey which skips from an income section to a demographics section, you could provide the user with a window asking "Do you want to answer the demographic questions?" If the user responds with No then they are sent to the next page in the script after demographics. If they answer Yes then they follow the programmed skip to demographics.

Error

An Error in an If-Then statement will notify a user if there is nonsensical data in their form. For example, if in an income survey the user enters more money spent than the user had income, an error message would display informing them that the answer for either expenditures or income is incorrect.

Set Values

Based on a user's input in prior questions the default settings for future questions can be set with this option. For example, if in a retirement survey a user answered that they were above the age of 65, you could set the default answer to "Do you receive social security benefits" to Yes.

If Then: Post Display

Not Currently Enabled.