Designing Questionnaires

The designer is where you build the content of a questionnaire: its sections, questions, texts, translations and the settings of each question. Logic and scoring have their own page: Logic, Variables & Scoring.

Creating a questionnaire

From a folder, choose Create New Questionnaire and fill in the wizard:

Section	Fields
Basic Information	Questionnaire Name (internal, unique) and an optional description.
Questionnaire Type	The identity policy: Identified, Pseudo-Anonymised or Anonymous (see below).
Language Settings	Questionnaire Default Language, Use Multiple Languages and the list of Questionnaire Languages. Options follow the folder configuration.
Questionnaire Engine	Which engine renders the questionnaire and its engine-specific configuration. Only engines allowed in the folder are offered.
Destination Folder	Where the questionnaire is stored.

Other ways to start:

• Import Questionnaire from a file previously exported with Export as File or Export JSON.
• Duplicate an existing questionnaire from its menu to copy its content into a new draft.
• Ask the AI Assistant to draft a questionnaire from a description.

Identity policy

Policy	Who can answer	How answers are linked
Identified	Enrolled patients or users who sign in	Answers are attached to the responder's record.
Pseudo-Anonymised	Enrolled responders who sign in	The responder's identity is permanently detached from the answers.
Anonymous	Anyone with a public link	No personal data is collected; see Anonymous Questionnaires.

The questionnaire workspace

Opening a questionnaire shows its name, status badge (Draft or Published) and a navigation with: Designer, Scheduling, Publishing & Enrollments, Results, Versions & Relations, Simulation, Functions, Variables and Configuration.

While the questionnaire is a draft you can edit freely. Once published it is locked; choose Enable Editing to continue in a new version (see Versions & Publishing).

Structure: sections and questions

A questionnaire is a list of sections, each holding an ordered list of questions. Sections matter beyond layout: schedules can include only selected sections, so a long questionnaire can be split into parts that patients answer at different times (see Scheduling & Enrollments).

Section actions: Create New Section, Edit Section Title, Move Section Up/Down, Collapse/Expand, Lock/Unlock Section (prevents accidental edits) and Delete Section.

Question actions: Add Component… (opens the question type picker), Copy Question, Paste Question from Clipboard, Move Question Up/Down and Delete Question. Questions can also be dragged to reorder.

The left hierarchy panel offers three views: Tree (structure), Description (a readable outline) and Flow Map (a diagram of navigation logic). The toolbar can filter questions by type and switch between the editing canvas, a list view and an HTML preview.

Question types

The set of question types depends on the engine selected for the questionnaire. The default engine provides:

Type	Typical use
Text	Free text, short or long.
Numeric	Numbers with optional minimum, maximum and units.
Single Choice	Pick one option from a list.
Multiple Choice	Pick several options.
Slider	A value on a scale with labelled ends.
Date	A calendar date.

Custom engines can add further types; see Custom Question Components.

Question settings

Select a question to open the side panel with three tabs:

• Details: Reference Name (the identifier used in logic and datasets; must be unique), Question ID, Component Type, internal Description (never shown to respondents) and Is optional to answer. Below it, Component Specific Configuration exposes the settings of the chosen type: option lists, ranges, placeholder text, validation messages, formatting.
• Actions: the logic that runs when a question is entered or answered.
• Preview: how this single question renders.

Question text and option labels are rich text and can include emphasis, lists and links.

Working with languages

With multi-language mode on, the toolbar language selector switches the language you are editing. Content typed in the default language is the reference; other languages are translations of it.

• Translated View is a language-specific editing layer: it lets you adapt wording per language without changing the structure.
• Per-Language Override in the question configuration lets you change component settings (for example option labels or validation messages) for one language only. Add missing configuration from default language copies what is not yet translated.
• Split View shows the default language and the current translation side by side.
• Removing a language from Configuration → Languages permanently deletes its translations.

Respondents can switch between the questionnaire's languages while answering; their preferred language is used first.

Preview

The Preview panel renders the questionnaire with the real engine. Options:

Option	Effect
Device / Phone Frame	Simulate phone sizes and show a device frame.
Show Current Section Only	Render just the section you are working on.
Show Current Question Only	Render just the selected question.
Auto Refresh / Refresh	Re-render on every change, or on demand.

Preview is visual only; to test logic with answers use Simulation.

Saving, undo and shortcuts

Changes are held in the browser until you select Save Questionnaire; a banner reminds you of unsaved changes. Undo and redo cover structural and text edits.

Action	Shortcut (macOS / Windows)
Undo	Cmd+Z / Ctrl+Z
Redo	Cmd+Shift+Z / Ctrl+Shift+Z
Delete selected question or section	Cmd+Backspace / Ctrl+Backspace

Validation runs continuously. Duplicate reference names, missing texts in a language or invalid component configuration appear in the validation panel and must be fixed before publishing.

Questionnaire configuration

Configuration groups settings that are not part of the content:

Tab	Contents
General	Name, description, parent folder, questionnaire type, and lifecycle actions (Export as File, Archive, Restore, Delete Permanently).
Languages	Default language and translation languages for this questionnaire.
Questionnaire Engine	The engine in use, its capabilities and supported question types, and Change Questionnaire Engine.
Legal	Terms and Conditions, Privacy Policy and Informed Consent texts per language, each optional or mandatory (see Consent Documents).
Manage Access	Collaborators and their access level for this questionnaire.

Troubleshooting

Symptom	Likely cause	What to do
Cannot add a question type you expected	The selected engine does not provide it	Check Configuration → Questionnaire Engine → Supported Question Types; change engine or ask for a custom engine.
Editing is disabled	The questionnaire is published or archived, or you have viewer access	Use Enable Editing for a new version; restore an archived questionnaire; ask for editor access.
"No question text for the current language"	The text was only entered in the default language	Switch to that language and add the translation, or use Add missing configuration.
Validation blocks saving or publishing	Duplicate reference names or incomplete configuration	Open the validation panel and resolve each entry.
Preview looks different from the mobile app	Preview uses a desktop browser	Enable Phone Frame and a device size; test on a paired device before publishing.