[IMP] surveys: rewrite of create surveys doc for 17
closes odoo/documentation#8215 Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
@ -1,224 +1,331 @@
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=================
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Survey essentials
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=================
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==============
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Create surveys
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==============
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Companies often use surveys to collect valuable information from their customers and employees,
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which in turn, allows them to make more informed business decisions.
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In Odoo, surveys are used to collect customer feedback, evaluate the success of a recent event,
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measure the satisfaction of customers (or employees), and gain more insight into shifting market
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sentiments.
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Getting started
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===============
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To begin, open the :guilabel:`Surveys` application and click :guilabel:`Create`. Odoo then
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redirects the page to a blank survey template form.
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On the survey form, add a :guilabel:`Survey Title` and then add a cover image to the survey by
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hovering over the photo icon and clicking on the :guilabel:`Edit (pencil)` icon. When the file
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explorer window opens, choose an image from the local files.
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Below the :guilabel:`Survey Title` are various tabs in which the survey questions and format can be
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created and customized. These tabs are labeled as follows:
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- :guilabel:`Questions`: the list of questions to be asked in the survey
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- :guilabel:`Description`: contextual information to aid in understanding the survey
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- :guilabel:`Options`: choices for survey respondents to answer the questions
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.. image:: create/questions-description-options.png
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:align: center
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:alt: Various tabs that can be found on the survey template page.
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Questions tab
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=============
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Add questions and sections to the survey in the :guilabel:`Questions` tab. A section divides the
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survey into parts in order to visually group similar questions together. To make a section, click
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:guilabel:`Add a section` and type in a section name. Then, add questions or drag and drop
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questions into the divided sections.
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Clicking :guilabel:`Add a question` opens the :guilabel:`Create Sections and Questions` pop-up to
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create and customize the survey question.
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.. image:: create/survey-question-pop-up.png
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:align: center
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:alt: The survey question pop-up window.
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Create questions
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----------------
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In the :guilabel:`Create Sections and Questions` pop-up, type the question in the
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:guilabel:`Question` field. Then, choose the :guilabel:`Question Type`. A preview of how the
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question type looks is shown in the preview window.
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Choose from the following :guilabel:`Question Types`:
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- :guilabel:`Multiple Lines Text Box`
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- :guilabel:`Single Line Text Box`
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- :guilabel:`Numerical Value`
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- :guilabel:`Date`
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- :guilabel:`Datetime`
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- :guilabel:`Multiple choice: only one answer`
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- :guilabel:`Multiple choice: multiple answers allowed`
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- :guilabel:`Matrix`
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To create a survey in the Odoo *Surveys* application, navigate to :menuselection:`Surveys app -->
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New` to reveal a blank survey form.
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.. note::
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Different features appear in the :guilabel:`Answers` and :guilabel:`Options` tabs, depending on
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the :guilabel:`Question Type` chosen. However, the :guilabel:`Description` tab always remains
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the same, regardless of what question is chosen.
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The :guilabel:`New` button is **not** present on the *Surveys* dashboard if in the *Activities*
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view.
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Create sections and questions
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Once a :guilabel:`Question Type` has been selected, there are three possible tabs where information
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can be customized for the question. These include the :guilabel:`Answers` (if applicable),
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:guilabel:`Description`, and :guilabel:`Options` tabs.
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Each tab offers a variety of different features depending on what :guilabel:`Question Type` was
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chosen.
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For example, in the :guilabel:`Options` tab, the following options may appear:
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- :guilabel:`Mandatory Answer`: the question must be answered.
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- :guilabel:`Matrix Type`: for matrix-type questions, select if one choice or multiple choices can
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be selected per row.
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- :guilabel:`Number of columns`: select how many columns are displayed.
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- :guilabel:`Images on answers`: allow images on the answer options.
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- :guilabel:`Conditional Display`: determine if the question is displayed based on the
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participant's answer to a previous question.
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- :guilabel:`Show Comments Field`: allow the participant to type a comment in a text box.
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- :guilabel:`Question Time Limit`: for live session surveys, set a time limit for the question.
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Conditional Display
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*******************
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:guilabel:`Conditional Display` means the question is only displayed if the specified conditional
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answer has been selected in a previous question.
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When the box next to :guilabel:`Conditional Display` is selected, the :guilabel:`Triggering
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Question` field appears. Select a question from the survey.
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Then, a :guilabel:`Triggering Answer` field appears. Here, select which answer will trigger this
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:guilabel:`Conditional Display` question.
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Options tab
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Survey form
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===========
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Back on the main survey template form, under the :guilabel:`Options` tab, there are different
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sections of settings that can be modified.
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.. image:: create/blank-survey-form.png
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:align: center
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:alt: How a blank survey form looks in the Odoo Surveys application.
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The sections include:
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At the top of the survey form are four radio buttons, each representing a survey style. The radio
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button options are:
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- :guilabel:`Questions`: focuses on the overall presentation of the survey
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- :guilabel:`Scoring`: decides how the survey is scored
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- :guilabel:`Candidates`: manages access to the survey
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- :guilabel:`Live Session`: enables the survey into a real-time group activity.
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- :guilabel:`Survey`
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- :guilabel:`Live Session`
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- :guilabel:`Assessment`
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- :guilabel:`Custom` (selected by default)
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Questions
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---------
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These options are here to streamline the survey-making process, by providing users with automated
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settings and options that are ideally specific to those types of surveys. Each of those survey type
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options comes equipped with its own specific selection of options.
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First, select the :guilabel:`Layout` of the survey. The following options can be chosen:
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The :guilabel:`Custom` option, selected by default, offers all the options from every potential
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survey type (located in the :guilabel:`Options` tab).
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- :guilabel:`One page with all the questions`
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- :guilabel:`One page per section`
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- :guilabel:`One page per question`
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Beneath those radio survey type options is a blank field in which a name for the survey **must** be
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entered.
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If either the :guilabel:`One page per section` or :guilabel:`One page per question` options are
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chosen, then the :guilabel:`Back Button` option appears. If selected, the :guilabel:`Back Button`
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option allows the participant to go back to a question during the survey.
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Below the survey name field, is the :guilabel:`Responsible` field. Choose a user from the drop-down
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menu to be in charge of the survey. By default, the user who initially created the survey is
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selected as the default :guilabel:`Responsible`.
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Under the :guilabel:`Layout` options is the :guilabel:`Progression Mode` setting, which indicates
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how the participant's progress during the survey is displayed. It is shown as either a
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:guilabel:`Percentage` or a :guilabel:`Number`.
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To the right of those fields, and above the tabs, is the option to add a background image,
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represented by a :guilabel:`📷 (camera)` icon. When clicked, the option to upload an image becomes
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available. This image would be used as the background image for the entire survey. This is **not** a
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required option.
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Next, there is an option available to add a :guilabel:`Survey Time Limit`. To implement this
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option, simply check the box, and enter the amount of time (in minutes) participants have to
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complete the survey.
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Below those fields and options are four tabs: :guilabel:`Questions`, :guilabel:`Options`,
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:guilabel:`Description`, and :guilabel:`End Message`.
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After the :guilabel:`Survey Time Limit` option is a section labeled :guilabel:`Selection`. Here,
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questions can be :guilabel:`Randomized per section`, in other words, the number of random questions
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can be configured by section. This mode is ignored in a live session.
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Questions tab
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-------------
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.. seealso::
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:doc:`time_random`
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View, access, add, and/or delete questions and sections to the survey in the :guilabel:`Questions`
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tab.
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Scoring
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-------
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By default, two columns are present in the :guilabel:`Questions` tab: :guilabel:`Title` (i.e. the
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question) and :guilabel:`Question Type`.
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The following options are available when deciding how a :guilabel:`Scoring` method:
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If the :guilabel:`Randomized per Section` option is enabled in the :guilabel:`Options` tab of the
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survey form, a column titled, :guilabel:`# Questions Randomly Picked` appears in the
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:guilabel:`Questions` tab.
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- :guilabel:`No scoring`
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- :guilabel:`Scoring with answers at the end`
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- :guilabel:`Scoring without answers at the end`
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Indicate whether questions require a mandatory answer by clicking the :guilabel:`(optional columns)`
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icon to the far-right of the column titles. Then, select :guilabel:`Mandatory Answer` from the
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drop-down menu to reveal the :guilabel:`Mandatory Answer` column in the :guilabel:`Questions` tab.
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If either the :guilabel:`Scoring with answers at the end` or :guilabel:`Scoring without answers at
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the end` options are selected, a :guilabel:`Success %` field appears. Set the percentage of correct
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answers needed to pass the survey.
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.. image:: create/mandatory-answer-dropdown.png
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:align: center
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:alt: The slider drop-down menu with the Mandatory Answer option selected in Odoo Surveys.
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Next, there is the option to make the survey a certification. To do so, check the box next to the
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option labeled :guilabel:`Is a Certification`, and two additional fields appear. Select a color
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theme in the :guilabel:`Certification Template` field and then choose an :guilabel:`Email
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Template`. When a participant passes the certification with the required score, an email from Odoo
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will automatically be sent to that person using the selected email template.
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Add a question
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~~~~~~~~~~~~~~
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If the :guilabel:`Give Badge` feature is enabled and the :guilabel:`Certification Badge` is set,
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the survey participant also receives a badge upon passing the certification.
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To add a question to a survey, click :guilabel:`Add a question` in the :guilabel:`Questions` tab,
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and proceed to fill out the :guilabel:`Create Sections and Questions` pop-up window that appears.
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.. seealso::
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:doc:`scoring`
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To learn how to create and customize questions, refer to the :doc:`create questions <time_random>`
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documentation.
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Candidates
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----------
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.. important::
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There **must** be a survey title entered in order for the :guilabel:`Create Sections and
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Questions` pop-up window to appear. If no title is entered for the survey, an error pop-up
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message appears in the upper-right corner, instructing the user to enter a survey title.
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To determine access to the survey, the :guilabel:`Access Mode` has two options to choose between:
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:guilabel:`Anyone with the link` and :guilabel:`Invited people only`.
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Add a section
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~~~~~~~~~~~~~
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Below the :guilabel:`Appraisal Managers Only` checkbox is the :guilabel:`Login Required` option to
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require a login to participate in the survey. If this option is activated, an :guilabel:`Attempts
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Limit` field also populates, in which the number of survey attempts is defined for the participant.
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A *section* divides the survey into organized parts, in order to visually group similar questions
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together. To make a section, click :guilabel:`Add a section` at the bottom of the
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:guilabel:`Questions` tab, proceed to type in a desired name for the section, then either press
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:kbd:`Enter` or click away.
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Live Session
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------------
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The section line appears in dark gray in the :guilabel:`Questions` tab.
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The :guilabel:`Live Session` section is dedicated to users who are conducting surveys in real-time,
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wherein they directly engage with and collect answers from a live audience.
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Then, drag-and-drop desired questions beneath a section, or drag-and-drop a section title on top of
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(i.e. *before*) the desired question(s) in the survey. Doing so populates the section with questions
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that align with its theme.
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Customize the :guilabel:`Session Code` here; this code is needed for participants to access the
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live session survey. Reward participants for quick answers by selecting the checkbox labeled
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:guilabel:`Reward quick answers`. By checking it, attendees will get more points if they answer
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quickly.
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If the :guilabel:`Randomized per Section` option is enabled in the :guilabel:`Options` tab of the
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survey form, the number `1` appears, by default, on the section line, beneath the :guilabel:`#
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Questions Randomly Picked` column.
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This indicates that `1` question from that section will be picked at random for each participant
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taking the survey, bypassing every other, non-chosen question from that section. To change that
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number, select that figure, and type in the desired number in its place. Then, either press
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:kbd:`Enter`, or click away.
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Options tab
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-----------
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In the :guilabel:`Options` tab of the survey form, there are many options to choose from, separated
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in four different sections: :guilabel:`Questions`, :guilabel:`Time & Scoring`,
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:guilabel:`Participants`, and :guilabel:`Live Session`.
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The options available in this tab vary on the survey type chosen, via the radio buttons at the top
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of the survey form: :guilabel:`Survey`, :guilabel:`Live Session`, :guilabel:`Assessment`, or
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:guilabel:`Custom`.
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The :guilabel:`Custom` survey type showcases all the possible options in the :guilabel:`Options`
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tab. So, if any of the following options do **not** appear in the :guilabel:`Options` tab, it is
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likely because the selected survey type does not offer it.
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Questions section
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~~~~~~~~~~~~~~~~~
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.. image:: create/questions-section-options-tab.png
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:align: center
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:alt: The Questions section of the Options tab on a survey form in Odoo Surveys.
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The first field in the :guilabel:`Questions` section revolves around the :guilabel:`Pagination`,
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or overall layout, of the survey.
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Choose between :guilabel:`One page per question`, :guilabel:`One page per section`, or
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:guilabel:`One page with all the questions` in the :guilabel:`Pagination` field.
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.. note::
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If :guilabel:`One page with all the questions` is selected, all the remaining options in the
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:guilabel:`Questions` field, apart from :guilabel:`Question Selection` is removed, as they are no
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longer needed.
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Next, select one of the following options in the :guilabel:`Display Progress as` field:
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- :guilabel:`Percentage left`: displays the percentage of the survey remaining to participants.
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- :guilabel:`Number`: display the number of questions answered along with the total number of
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questions to answer.
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In the :guilabel:`Question Selection` field choose to have the survey show :guilabel:`All questions`
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or :guilabel:`Randomized per Section`. If :guilabel:`Randomized per Section` a new column appears in
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the :guilabel:`Questions` tab, titled: :guilabel:`# Questions Randomly Picked`.
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In the :guilabel:`# Questions Randomly Picked` column, designate how many questions, in that
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particular section, should be chosen at random to the participant.
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Lastly, there is the :guilabel:`Allow Roaming` option. When enabled, participants are able to
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navigate back to previous pages in the survey.
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Time & Scoring section
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~~~~~~~~~~~~~~~~~~~~~~
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.. image:: create/time-scoring-section-options-tab.png
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:align: center
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:alt: The Time and Scoring section of the Options tab on a survey form in Odoo Surveys.
|
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The first option in the :guilabel:`Time & Scoring` section is the :guilabel:`Survey Time Limit`
|
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option. If enabled, proceed to enter in an amount of time (in :guilabel:`minutes`) to be set as the
|
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time limit for the survey.
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Next, in the :guilabel:`Scoring` section, determine whether there should be: :guilabel:`No scoring`,
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:guilabel:`Scoring with answers after each page`, :guilabel:`Scoring with answers at the end`, or
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:guilabel:`Scoring without answers`.
|
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|
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If the :guilabel:`No scoring` option is selected, no other options are available in this section.
|
||||
However, if any *other* :guilabel:`Scoring` option is selected, two additional fields appear:
|
||||
:guilabel:`Required Score (%)` and :guilabel:`Is a Certification`.
|
||||
|
||||
In the :guilabel:`Required Score (%)` field, enter the minimum percentage participants **must** earn
|
||||
in order to pass the survey. Scores below this threshold are considered fails. This figure is also
|
||||
used to determine if a participant is 'certified' or not, if the :guilabel:`Is a Certification`
|
||||
option is enabled.
|
||||
|
||||
If the :guilabel:`Is a Certification` option is enabled, that makes the survey a *Certification*,
|
||||
which is represented on the main *Surveys* app dashboard via a half-tropy image behind the survey
|
||||
title, while in the default Kanban view. Or, via a full-trophy icon, while in list view.
|
||||
|
||||
When the :guilabel:`Is a Certification` option is enabled, three additional fields appear -- one
|
||||
beside the option, and two below.
|
||||
|
||||
In the field that appears beside the option, users can select (and :guilabel:`Preview`) a
|
||||
certification template.
|
||||
|
||||
Beneath that, in the :guilabel:`Certified Email Template` field, users can select a preconfigured
|
||||
email template, or create one on-the-fly, to be sent to certified participants of the survey upon
|
||||
completion.
|
||||
|
||||
Lastly, if the :guilabel:`Give Badge` field is enabled, a preconfigured badge is then displayed on
|
||||
the contact page for that certified survey participant.
|
||||
|
||||
Participants section
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. image:: create/participants-section-options-tab.png
|
||||
:align: center
|
||||
:alt: The Participants section of the Options tab on a survey form in Odoo Surveys.
|
||||
|
||||
The first available option in the :guilabel:`Participants` section is the :guilabel:`Access Mode`
|
||||
field. This is where users can determine who has access to the survey. Users can select either:
|
||||
:guilabel:`Anyone with the link` or :guilabel:`Invited people only`.
|
||||
|
||||
Next, there is the option to :guilabel:`Require Login`. Enabling this feature means users **must**
|
||||
login before being able to take the survey, even if they have a valid token.
|
||||
|
||||
Lastly, in there is the :guilabel:`Limit Attempts` field. If enabled, an additional field appears
|
||||
beside it, in which users can determine how many times users can attempt this survey.
|
||||
|
||||
Live Session section
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
.. image:: create/live-session-section-options-tab.png
|
||||
:align: center
|
||||
:alt: The Live Session section of the Options tab on a survey form in Odoo Surveys.
|
||||
|
||||
.. note::
|
||||
The :guilabel:`Live Session` section in the :guilabel:`Options` tab of the survey form **only**
|
||||
pertains to *Live Session* surveys.
|
||||
|
||||
The first option in the :guilabel:`Live Session` section is the :guilabel:`Session Code` field. In
|
||||
this field, enter a custom code, consisting of letters, numbers, and/or symbols, to be used by
|
||||
participants in order to access the live session survey.
|
||||
|
||||
Next, is the :guilabel:`Session Link` field, which **cannot** be customized, but it *can* be sent
|
||||
out to potential participants.
|
||||
|
||||
.. note::
|
||||
If a :guilabel:`Session Code` has been entered, the URL in the :guilabel:`Session Link` field
|
||||
ends with that specific :guilabel:`Session Code`.
|
||||
|
||||
If that complete :guilabel:`Session Link` (ending in the custom :guilabel:`Session Code`) is used
|
||||
by participants to access the live session survey, that link would *already* be entered for them.
|
||||
At that point, they'd simply have to wait until the host of the live session begins the survey,
|
||||
and then they'd be able to enter.
|
||||
|
||||
If the :guilabel:`Session Link` (ending in the custom :guilabel:`Session Code`) is sent
|
||||
**without** including the :guilabel:`Session Code` ending, participants trying to access the live
|
||||
session, via that link, will need to enter the custom :guilabel:`Session Code` to gain access.
|
||||
|
||||
If the :guilabel:`Session Code` field is empty, a slightly longer, more complicated URL populates
|
||||
the :guilabel:`Session Link` field. When participants attempt to access the live session via that
|
||||
link (without a configured :guilabel:`Session Code`), all they have to do is wait for the host of
|
||||
the live session to begin the survey, and they'd be able to participate.
|
||||
|
||||
Lastly, in the :guilabel:`Live Session` section, there is the option to :guilabel:`Reward quick
|
||||
answers`. If that option is enabled, participants who submit their answer quickly receive more
|
||||
points.
|
||||
|
||||
Description tab
|
||||
===============
|
||||
---------------
|
||||
|
||||
Back on the main survey template page is the :guilabel:`Description` tab, where a custom
|
||||
description of the survey can be added. This is displayed beneath the title on the survey's
|
||||
homepage, which is on the front end of the website made through the Odoo :guilabel:`Website` app.
|
||||
In this non-required tab, users can enter a custom description about the survey, along with any
|
||||
explanations or guidance that a survey participant may need in order to properly participate (and
|
||||
complete) the survey.
|
||||
|
||||
Test and share the survey
|
||||
=========================
|
||||
End Message tab
|
||||
---------------
|
||||
|
||||
Once the survey is created and saved, run a test to check for possible errors before finally
|
||||
sending it out to the participants by clicking :guilabel:`Test` in the upper left corner of the
|
||||
survey template page.
|
||||
In this non-required tab, users can enter a custom message that participants see upon completing the
|
||||
survey.
|
||||
|
||||
When activated, Odoo redirects the page to a test version of the survey on the front end of the
|
||||
website. This page displays how the survey will look to participants. Proceed to run through the
|
||||
survey, like a normal participant, to check for errors.
|
||||
Survey form buttons
|
||||
===================
|
||||
|
||||
To return to the survey template form in the backend, simply click the :guilabel:`This is a test
|
||||
survey. Edit Survey` link in the blue banner along the top of the page. Once Odoo redirects the
|
||||
page to the survey template in the backend, make any further changes, as needed, before officially
|
||||
sending the survey out to participants.
|
||||
Once the survey has been configured properly, and questions have been added, the user can utilize
|
||||
any of the available buttons in the upper-left corner of the survey form.
|
||||
|
||||
When the survey is ready to be shared with the audience, click the :guilabel:`Start Survey` button
|
||||
in the upper-left corner of the survey template form. Then, click :guilabel:`Share`.
|
||||
.. image:: create/survey-form-buttons.png
|
||||
:align: center
|
||||
:alt: The various buttons on a survey form in Odoo Surveys.
|
||||
|
||||
In the pop-up window, add the survey recipients in the :guilabel:`Recipients` field (for existing
|
||||
contacts in the Odoo database) or the :guilabel:`Additional emails` field (for contacts that do not
|
||||
want to be listed in the Odoo database). Finally, click :guilabel:`Send`.
|
||||
Those buttons are the following:
|
||||
|
||||
As answers are received, check them by clicking the :guilabel:`Answers` smart button on the survey
|
||||
template form, or the :guilabel:`See Results` button in the upper left corner. To end the survey,
|
||||
click the :guilabel:`Close` button on the survey template form.
|
||||
- :guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form that can be used to
|
||||
invite potential participants to the survey — complete with a :guilabel:`Survey Link` that can be
|
||||
copied and sent to potential participants, and a :guilabel:`Send by Email` toggle switch.
|
||||
|
||||
.. image:: create/share-survey-popup.png
|
||||
:align: center
|
||||
:alt: The 'Share a Survey' pop-up window that appears in the Odoo Surveys application.
|
||||
|
||||
When the :guilabel:`Send by Email` toggle is in the 'on' position, indicated by a green switch,
|
||||
additional fields appear, in which :guilabel:`Recipients` and a :guilabel:`Subject` can be added
|
||||
to the email. Below that, a dynamic email template, complete with a :guilabel:`Start
|
||||
Certification` button appears, which can also be modified.
|
||||
|
||||
.. image:: create/share-survey-popup-email-toggle.png
|
||||
:align: center
|
||||
:alt: The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email toggled on.
|
||||
|
||||
Once modifications are complete, click :guilabel:`Send` to send that email invite to all the email
|
||||
addresses/contacts listed in the :guilabel:`Recipients` field.
|
||||
- :guilabel:`See results`: this button **only** appears if there has been at least one participant
|
||||
who has completed the survey. Clicking :guilabel:`See results` reveals a separate tab containing
|
||||
a visual analysis of the survey questions and responses. For more information, check out the
|
||||
:doc:`scoring surveys <scoring>` documentation.
|
||||
- :guilabel:`Create Live Session`: clicking this button opens the *Session Manager* in a separate
|
||||
tab. It also allows participants to access the live session, but the actual survey does **not**
|
||||
begin until the user hosting the live session survey clicks the :guilabel:`Start` button on the
|
||||
*Session Manager* window.
|
||||
|
||||
Additionally, when :guilabel:`Create Live Session` has been clicked, and the *Session Manager* tab
|
||||
has been opened, the :guilabel:`Create Live Session` button on the survey form is replaced with
|
||||
two new buttons: :guilabel:`Open Session Manager` and :guilabel:`Close Live Session`.
|
||||
|
||||
Clicking :guilabel:`Open Session Manager` opens another separate tab to the *Session Manager*, and
|
||||
clicking :guilabel:`Close Live Session` closes, and subsequently ends, the live session.
|
||||
- :guilabel:`Test`: clicking this button opens a new tab to a test version of the survey, in order
|
||||
for the user to check for errors or inconsistencies, from the point-of-view of a participant.
|
||||
Users can tell if they are in a test version of the survey if there is a blue banner at the top of
|
||||
the screen, reading: `This is a Test Survey --> Edit Survey`.
|
||||
|
||||
If the link in the blue banner is clicked, Odoo returns the user to the survey form.
|
||||
- :guilabel:`Print`: clicking this button opens a new tab to a printable version of the survey that
|
||||
the user can proceed to print for their records.
|
||||
- :guilabel:`Close`: clicking this button closes the survey (i.e. archives it), which is represented
|
||||
by a red :guilabel:`Archived` banner across the top-right corner of the survey form.
|
||||
|
||||
When this button is clicked, and the survey is closed, a single button appears in the upper-right
|
||||
corner of the survey form, titled: :guilabel:`Reopen`. When :guilabel:`Reopen` is clicked the
|
||||
survey is reopened (i.e. unarchived), and the :guilabel:`Archived` banner is removed from the
|
||||
survey form.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`time_random`
|
||||
- :doc:`scoring`
|
||||
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