In BlueDolphin, it is possible to add questionnaires to an object type in the Admin module.
A questionnaire is a group of fields that add more details to objects of a certain object type (or types).
You have the option to assign a descriptive name to a set of fields and link the questionnaire to one or more object types.
Questionnaires are included to gather information for a particular reporting requirement.
You can generate reports for each individual field within a questionnaire.
Go to the Admin menu and click on Object questionnaires to get the screen below.
Here you will find a list of existing questionnaires. Click on a questionnaire in the list to view and edit its fields. Additionally, you have the option to add a new questionnaire by clicking the Add questionnaire button .
Create a new questionnaire
Click the Add questionnaire button to create a new questionnaire. The following screen appears:
To create a questionnaire, enter a name for the questionnaire and click OK to confirm the action.
Once the questionnaire has been created, it opens up directly so you can add questions to it.
Add a field to a questionnaire
Once you have created a new questionnaire or selected an existing questionnaire, you can add and/or remove fields. Choose Add field to add a new field to the questionnaire. You will get the following screen:
When adding a field, you need to fill in the generic field options in the above screen Add field. The table below explains the various options in the questionnaire field screen.
Option | Description |
Field name | Here you enter the name of the field. This is shown in BlueDolphin on the left side of the questionnaire view. |
Description | Here you can enter a description, which gives other users of BlueDolphin additional information about the field. |
Type | The type determines what kind of answers (values) are allowed in the field.
|
Standard value | Enter the initial (or default) value that will be used for the field. You can also use a value from a linked source. |
Mandatory | You can specify whether the field should be mandatory. NOTE: The field is only mandatory if the standard value(initial value) is not set. |
Use in completeness calculation | You can specify whether the field is included in the calculation of the object completion percentages. |
Sensitive information (information is displayed unreadable to users with read-only rights) | The field value is only visible to users who have a role that has write permissions. The field value is not visible on the questionnaire when the user has read-only permissions. |
Read only | Here you can enable or disable editing of the field. |
Show in the official process | Values for this field will be shown in the official process. |
Specific field options for each field type
Once you select a certain type of field in the general options, several additional options may be shown, depending on the type of field.
Below you can find an overview of specific options per field type.
Field type | Field option | Description |
Checkbox | None |
|
Date | None | The date format depends on your browser's language settings. For example, if the browser language is set to Dutch, the date is displayed in dd-mm-yyyy format. If the language is set to English (United States), the date is displayed in mm/dd/yyyy format. |
Dropdown or radio | Content | Here you can choose between two methods for filling out the field:
|
| Possible values | Here you can specify possible options that the user can choose from. |
| Source | You can select one of the available data sources within your BlueDolphin environment. |
| Shown field | You can configure how the field value is derived from the source. You place the source fields in brackets. Text without brackets is literal. Examples: • {First Name} {Last Name} • Division Section {name} |
Dropdown or Multiple Select | Content | You can choose one or multiple values at the same time.
|
Hyperlink | Open in new window | You can specify if a hyperlink should open in a new window. |
Multiple text lines | None |
|
Number | Number of decimals | Here you can change the decimal places displayed for numbers. |
Relationship | Object definition | Here you can specify the object definition that will be displayed in the relationship field objects browser. |
| Relationship definition | Specify the relationship type that needs to be created. |
| Relationship description | Here you can add a description for the relationship. |
Text | Maximum length | Maximum number of characters allowed in the response (including spaces) |
Formatted text | Amount of lines | Specify the number of lines to set the default size of the response field that is displayed to users. |
Currency | Currency | Here, you can choose a currency from the full list of global options, such as the Dollar, Euro, or Pound. Search for the currency name (or code) for quick results. |
| Number of decimals | Here you can specify the number of decimal places displayed for numbers. |
If you want to display questions in a different order to your users, you can select the field in question with the mouse and drag it to the preferred position.