Corfix Form Builder: Using the Survey Component.

1. Display Tab

The Display tab controls the general appearance of the Survey Component.

• Label:

  • This is the visible title for your survey section that users will see. It is a required field.

  • Example: "Customer Satisfaction", "Safety Check", "Performance Rating".

• Label Position:

  • Determines where the label is displayed relative to the survey table (e.g., Top, Left, Right, Bottom).

  • Default: Top.

• Description:

  • Provides additional explanatory text for the component, typically displayed below the label.

  • Example: "Please rate your experience on a scale of 1 to 5."

• Tooltip:

  • Text that appears when the user hovers their mouse over the component. Useful for providing quick help or context.

• Custom CSS Class:

  • Allows advanced users to apply custom styling to the component using CSS classes.

• Hide Label:

  • If checked, the label for the component will not be displayed.

• Modal Edit:

  • (Details not fully visible in screenshot, but typically relates to editing options within a pop-up modal).

• Reportable:

  • If checked, the data collected from this survey will be included in reports.

2. Data Tab

The Data tab is crucial for defining the questions and the possible responses for your survey.

• Questions:

  • This is where you define each question in your survey.

    • Label: The text of the question as shown to the user (e.g., "Was the service friendly?").

    • Value: The internal, machine-readable value for the question.

    • Add Another: Click to add more questions to your survey.

• Values:

  • This is where you define the response options for all questions in the survey (e.g., the scale or choices).

    • Label: The visible text for each response option (e.g., "Poor", "Fair", "Good", "Excellent").

    • Value: The internal, machine-readable value for each response (e.g., "1", "2", "3", "4", "5").

    • Flag: (Functionality not immediately clear from screenshot, likely for internal use or advanced features like icons).

    • Add Another: Click to add more response options.

• Default Value:

  • Allows you to pre-select a default response for all questions in the survey. This should be used carefully as it can bias results.

3. Validation Tab

The Validation tab defines rules for the survey component.

• Required:

  • If checked, the user must answer all questions in the survey before submitting the form.

4. Conditional Tab

The Conditional tab allows you to set up rules for when this entire Survey Component should be displayed or hidden based on the values of other components in the form.

• Simple:

  • This is typically a toggle or a dropdown to select between simple and advanced conditional logic.

• This component should Display:

  • Choose whether the component should "Show" or "Hide" (implied options) based on the condition.

• When the form component:

  • Select another component in your form whose value will trigger the condition.

• Has the value:

  • Specify the exact value that the selected form component must have for the condition to be met.

  Example: You could set up a rule so that a "Customer Feedback Survey" only displays after a "Service Completed" checkbox is checked.

Preview Panel

The Preview Panel on the right side of the dialog box shows you how the "Survey" table will visually appear on your form. It displays the structure with columns for questions and the selectable options (represented by circles/radio buttons), giving you a real-time sense of the survey layout.

Actions at the bottom of the dialog:

• Save: Saves all changes made to the Survey Component's settings.

• Cancel: Discards any unsaved changes and closes the dialog.

• Remove: Deletes the Survey Component from the form.

Best Practices for Survey Component:

• Clear Label & Questions: Use a descriptive main label and ensure each "Question" is clear and unambiguous.

• Consistent Response Options: Define "Values" (e.g., a rating scale) that are appropriate and consistently applied to all questions in the survey.

• Make it Required (If Essential): If getting responses to the survey is critical for the form's purpose, check the "Required" box.

• Avoid Default Values: For unbiased results, generally avoid setting a "Default Value" for survey responses unless a neutral option is clearly understood.

• Conditional Display: Use conditional logic to only show the survey when it's appropriate in the user's workflow (e.g., after a service or event completion).