342 lines
15 KiB
Markdown
342 lines
15 KiB
Markdown
# Create questions
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In Odoo *Surveys*, crafting and tailoring survey questions is crucial for {doc}`creating and
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customizing surveys <../surveys/create>`.
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Fortunately, Odoo provides numerous ways to configure tailored questions for any kind of survey.
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To access a list of *all* the questions that have been created in the database, navigate to
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{menuselection}`Surveys app --> Questions & Answers --> Questions`. There, users can view and modify
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any question from any survey.
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However, there is only one place in the Odoo *Surveys* application where survey questions can be
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created. To do that, navigate to a survey form, by going to {menuselection}`Surveys app --> New`, or
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by selecting any pre-existing survey from the {guilabel}`Surveys` page ({menuselection}`Surveys app
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--> Surveys`).
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## Questions tab
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On a survey form, users can view, access, add, and/or delete questions (and sections) in the
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{guilabel}`Questions` tab.
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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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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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To reveal the {guilabel}`Mandatory Answer` column on the {guilabel}`Questions` tab, which indicates
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if questions require a mandatory answer or not, click the {guilabel}`(optional columns)` icon
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located to the far-right of the column titles.
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```{image} questions/slider-dropdown-mandatory-answer.png
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:align: center
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:alt: The slider drop-down menu showing the Mandatory Answer option in Odoo Surveys.
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```
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### Create sections
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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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The section line appears in dark gray in the {guilabel}`Questions` tab.
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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, in order to populate the section with
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specific questions that fit the theme of the section.
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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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## Create questions
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To create questions for the survey, click {guilabel}`Add a question` in the {guilabel}`Questions`
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tab.
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Clicking {guilabel}`Add a question` opens the {guilabel}`Create Sections and Questions` pop-up
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window, in which a survey question can be created.
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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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:::
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When all desired configurations are complete click either {guilabel}`Save & Close` to save the
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question and return to the survey form, or {guilabel}`Save & New` to save the question and create a
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new one right away in a fresh {guilabel}`Create Sections and Questions` pop-up window.
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Click {guilabel}`Discard` to discard the question entirely.
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### Create Sections and Questions pop-up window
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```{image} questions/create-sections-questions-popup.png
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:align: center
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:alt: The Create Sections and Questions pop-up form in Odoo Surveys.
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```
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In the {guilabel}`Create Sections and Questions` pop-up window, start by typing the question into
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the {guilabel}`Question` field, located at the top of the pop-up window.
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Then, choose the desired {guilabel}`Question Type`. A preview of each {guilabel}`Question Type` is
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to the right of the {guilabel}`Question Type` field, when a {guilabel}`Question Type` is selected.
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Choose from the following {guilabel}`Question Types`:
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- {guilabel}`Multiple choice: only one answer`: a multiple choice question, where only one answer is
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permitted.
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- {guilabel}`Multiple choice: multiple answers allowed`: a multiple choice question, where more than
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answer is permitted.
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- {guilabel}`Multiple Lines Text Box`: an open-ended question, where participants can type in a
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multiple line response.
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- {guilabel}`Single Line Text Box`: an open-ended question, where participants can type in a single
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line response.
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- {guilabel}`Numerical Value`: a number-based question, where participants must enter a number as a
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response.
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- {guilabel}`Date`: a date-based question, where participants must enter a date (year-month-day) as
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a response.
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- {guilabel}`Datetime`: a date-based question, where participants must enter a date *and* time
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(year-month-day, hour-minute-second) as a response.
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- {guilabel}`Matrix`: a multiple-choice, multiple question, in a table/chart layout, where
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participants are presented with different questions on each row, and different answer options on
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each column.
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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 chosen {guilabel}`Question Type`.
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However, the {guilabel}`Description` tab **always** remains the same, regardless of the question
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type chosen.
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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` tab (if applicable for the
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chosen {guilabel}`Question Type`), the {guilabel}`Description` tab, and the {guilabel}`Options` tab.
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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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#### Answers tab
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The {guilabel}`Answers` tab **only** appears if the selected {guilabel}`Question Type` provides
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answer options to the participant.
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However, if a custom response is required to answer the selected {guilabel}`Question Type`, like a
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{guilabel}`Multiple Lines Text Box`, for example. Or, if the answer to the {guilabel}`Question Type`
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is a number, date, or datetime, the {guilabel}`Answers` tab disappears completely.
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If the {guilabel}`Single Line Text Box` is selected as the {guilabel}`Question Type`, the
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{guilabel}`Answers` tab remains, although it only provides two checkbox options: {guilabel}`Input
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must be an email` and {guilabel}`Save as user nickname`.
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```{image} questions/single-line-answer-tab.png
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:align: center
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:alt: The Single Line Text box question type answers tab in Odoo Surveys.
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```
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If the {guilabel}`Input must be an email` option is enabled, a new field, {guilabel}`Save as user
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email` appears. If that box is ticked, Odoo saves the participant's answer to that specific question
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as their email address.
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If the {guilabel}`Save as user nickname` option is enabled, Odoo saves the participant's answer as
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its nickname.
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For all other applicable {guilabel}`Question Type` options that provide answer options to the
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participant, the {guilabel}`Answers` tab appears the same.
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```{image} questions/multiple-choice-answer-options.png
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:align: center
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:alt: The answer tab with a multiple choice answer option selected in Odoo Surveys.
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```
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From here, users can add answer options by clicking {guilabel}`Add a line`, and typing in the
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various answer options for that question. Then, either press {kbd}`Enter` to lock in that answer
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option and immediately add another one. Or, click away to simply lock in that answer option.
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The entered answer options appear in the {guilabel}`Choices` column of the {guilabel}`Answers` tab.
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If any *Scoring* option is enabled in the {guilabel}`Options` tab of the survey form, the
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{guilabel}`Correct` and {guilabel}`Score` columns appear to the right of the {guilabel}`Choices`
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column.
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To mark an answer option as correct, tick the box beneath the {guilabel}`Correct` column for the
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respective question. If {guilabel}`Multiple choice: multiple answers allowed` is set as the
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{guilabel}`Question Type`, multiple answers in the {guilabel}`Choices` column can be marked as
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{guilabel}`Correct`.
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In the {guilabel}`Score` column, designate how many points (if any) should be rewarded to the
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participant for entering that specific answer. It is possible to enter a negative amount as the
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{guilabel}`Score` to take points away for an incorrect response.
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The option to upload a corresponding image to accompany the answer options is available on the
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question line, beneath the {guilabel}`Image` column, by clicking {guilabel}`Upload your file`, and
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uploading the desired image.
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To delete any answer option, click the {guilabel}`🗑️ (trash can)` icon to the far-right of the
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question line.
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An exception to that is if the {guilabel}`Matrix` option is selected as the {guilabel}`Question
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Type`. If that's chosen, the {guilabel}`Answers` tab remains, but below the typical
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{guilabel}`Choices` section, there is a {guilabel}`Rows` section. That's because the
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{guilabel}`Matrix` option provides an answer table for participants to fill out.
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```{image} questions/matrix-answer-tab.png
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:align: center
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:alt: The answer tab with a matrix question type selected in Odoo Surveys.
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```
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#### Description tab
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In the {guilabel}`Description` tab of the {guilabel}`Create Sections and Questions` pop-up window is
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used to provide any kind of guidelines, instructions, or any other type of supplemental material
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deemed necessary to help participants answer/understand the question.
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Entering a description is **not** required.
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#### Options tab
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In the {guilabel}`Options` tab of the {guilabel}`Create Sections and Questions` pop-up window, there
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are four available sections: {guilabel}`Answers`, {guilabel}`Constraints`, {guilabel}`Conditional
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Display`, and {guilabel}`Live Sessions`.
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##### Answers section
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:::{note}
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Fields in the {guilabel}`Answers` section in the {guilabel}`Options` tab of the {guilabel}`Create
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Sections and Questions` pop-up window vary, depending on the selected {guilabel}`Question Type`
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and overall {guilabel}`Options` configured on the survey form.
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:::
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###### Multiple Choice question types
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If the selected {guilabel}`Question Type` is either {guilabel}`Multiple choice: only one answer` or
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{guilabel}`Multiple choice: multiple answers allowed`, there is a {guilabel}`Show Comments Field`
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present in the {guilabel}`Answers` section.
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When enabled, two additional fields appear: {guilabel}`Comment Message` and {guilabel}`Comment is an
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answer`.
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```{image} questions/multiple-choice-options-tab.png
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:align: center
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:alt: The answers section of the options tab when a multiple choice question type is
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: selected.
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```
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In the {guilabel}`Comment Message` field, type in a guiding message to help participants know what
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is expected of them (e.g. `If other, please specify`).
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If the {guilabel}`Comment is an answer` option is enabled, Odoo takes the participant's commented
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response as an answer, and not just commentary on the question. This is best utilized in surveys
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where there is no scoring option enabled.
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###### Multiple Lines Text Box question type
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If the selected {guilabel}`Question Type` is {guilabel}`Multiple Lines Text Box`, a
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{guilabel}`Placeholder` field appears in the {guilabel}`Answers` section of the {guilabel}`Options`
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tab.
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```{image} questions/multiple-lines-placeholder.png
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:align: center
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:alt: The placeholder field when a multiple lines text box option is chosen in Odoo
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: Surveys.
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```
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In the {guilabel}`Placeholder` field, enter a guiding direction to help participants know what they
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should write in the {guilabel}`Multiple Lines Text Box` presented to them.
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###### Single Line Text Box, Numerical Value, Date, Datetime question types
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If the selected {guilabel}`Question Type` is {guilabel}`Single Line Text Box`, {guilabel}`Numerical
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Value`, {guilabel}`Date`, or {guilabel}`Datetime`, two options appear in the {guilabel}`Answers`
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section of the {guilabel}`Options` tab: {guilabel}`Validate Entry` and {guilabel}`Placeholder`.
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If the {guilabel}`Validate Entry` option is enabled, two additional fields appear beneath:
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{guilabel}`Min/Max Limits` and {guilabel}`Validation Error`.
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```{image} questions/single-line-validate-entry.png
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:align: center
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:alt: The answers section of the option tab when a single line text box question type
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: is chosen.
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```
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In the {guilabel}`Min/Max Limits` field, designate the minimum and maximum allowed quantities for
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that specific question.
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In the {guilabel}`Validation Error` field, enter a custom message that Odoo displays when an answer
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is not valid.
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In the {guilabel}`Placeholder` field, enter a guiding direction to help participants know what they
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should write in the {guilabel}`Multiple Lines Text Box` presented to them.
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##### Constraints section
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The {guilabel}`Constraints` section in the {guilabel}`Options` tab is the same, regardless of the
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selected {guilabel}`Question Type`.
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```{image} questions/constraints-section.png
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:align: center
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:alt: The Constraints section in the options tab in Odoo Surveys.
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```
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In the {guilabel}`Constraints` section, there is one option available: {guilabel}`Mandatory Answer`.
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When {guilabel}`Mandatory Answer` is enabled, that means that specific question requires an answer
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from the participant before they can move on. Also, when {guilabel}`Mandatory Answer` is enabled,
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that reveals an additional field: {guilabel}`Error Message`.
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In the {guilabel}`Error Message` field, enter a custom error message prompting the participant to
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provide an answer for this question.
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##### Conditional Display section
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{guilabel}`Conditional Display` means the question is **only** displayed if a specified conditional
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answer(s) (i.e. {guilabel}`Triggering Answers`) has been selected in a previous question(s).
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:::{note}
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The {guilabel}`Conditional Display` section of the {guilabel}`Options` tab is **not** available
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when questions are randomly picked.
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:::
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There is only one field in the {guilabel}`Conditional Display` section: {guilabel}`Triggering
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Answers`.
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```{image} questions/conditional-display-section.png
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:align: center
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:alt: The Conditional Display section of the options tab in the Odoo Surveys application.
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```
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In the {guilabel}`Triggering Answers` field, select specific responses from previous questions that
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would trigger this question. More than one answer can be selected. Leave the field empty if the
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question should always be displayed.
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##### Live Sessions section
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The option in the {guilabel}`Live Sessions` section of the {guilabel}`Options` tab are **only**
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supported by *Live Session* surveys.
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There is only one option available in the {guilabel}`Live Sessions` section: {guilabel}`Question
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Time Limit`.
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```{image} questions/live-sessions-section.png
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:align: center
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:alt: The Live Sessions section of the Option tab in the Odoo Surveys application.
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```
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When the {guilabel}`Question Time Limit` option is enabled, designate how much time (in
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{guilabel}`seconds`) participants have to answer the question during a *Live Session* survey.
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:::{note}
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Survey text colors are directly linked to the colors used for the {doc}`website theme
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<../../websites/website/web_design/themes>`.
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:::
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