Survey Editor Interface Overview

Survey Editor Dashboard

This dashboard shows you the key content and structure of your survey.

🧭 Top Navigation Bar

• Survey Editor: displays the currently open editor.
• File: Click here to generate a new survey, open an existing survey, save survey to disk or exit survey editor.
• View: Click here to go to Survey Properties section or Survey Simulator.
• Survey Name: Top left shows the unique key name of the current survey. Click on it to change its root key name.
• Survey label: Top center displays the survey label. You can rename the survey label by clicking on it.
• Color Selector: Click here to change the theme color of the survey.
• Three-Dot Menu (Top Right): Provides besides normal mode additional actions for the survey:
  • Source code – View or edit the raw JSON structure of the survey.
  • Copy – Duplicate the survey. You can paste the survey in another survey by adding it as an item to the other survey.
  • Move to other group – Move item to another group of questions.
  • Delete item – Permanently remove the survey.

📝 Survey Item List

• Items: This section lists all the items of the survey. Each item has:
  • an icon symbolizing the type of question (e.g. checkmark in circle for single choice question)
  • an unique Item Key (e.g., SCG1).
  • an optional Label text (e.g., Single Choice Question).
• Open an item by clicking on it or its icon shown in the left bar.
• New items can be added by
  • Click on + Add new item at the bottom of the item list
  • Click on + in the left sidebar.
• Items can be ordered by
  • drag and drop them in the item list or left sidebar or
  • toggle the switch Use random ordering in the Item ordering section to random order items when the survey runs.
• Condition tab: Switch to this tab to define conditional logic that controls when items should be shown based on participant responses.

Survey Properties Workspace

The Survey Properties workspace allows you to define and manage overall configuration and behavior of your survey. Click on View dropdown menu and select Survey Properties to open this section (shortcut ⌘ Cmd + 1).

Overview of Functions

• Basic Information

  • Title Enter a title of the survey that will be displayed in the participant app.

  • Description Provide a brief summary of the survey’s purpose. This helps users understand the context or objective before starting.

  • Duration Notice Add an estimated time required to complete the survey.

  • Language Selection (Top Right) Use the language toggle to view and edit content in different languages. This helps manage multilingual surveys efficiently.

• Access Conditions Configure who is allowed to access and complete the survey.
  • Available for Select a group of users who should be able to see and access the survey. Common options include:
    • Everyone
    • Active participants
    • Temporary participants
    • Assigned participants
  • Submission requires Login Enable this toggle if participants must be logged in to submit their responses. IF disabled, anyone with access to the survey can submit a response.

• Max Items per Page Set the maximum number of question or content items that should appear on a single survey page for small and large screens. This is useful for optimizing readability and user experience across different devices. Instead you can use page breaks to control the number of items per page if the number of items per page is variable.

Survey Item Interface

🧭 Top Navigation Bar

• Survey Name: Top left shows the name of the current survey.
• Item Type: Move your mouse over the item icon to see the type of the currently selected item.
• Item Key: You can change the item key by clicking on it and entering a new key.
• Add Item Label: Enter an item label for easier identification.
• Three-Dot Menu (Top Right): Provides besides normal mode additional actions for the current item:
  • Source code – View or edit the raw JSON structure of the item.
  • Copy – Duplicate the item.
  • Move to other group – Move item to another group of questions.
  • Delete item – Permanently remove the item from the survey.
• Tabs:
  • Content – active tab where item text, options and structure is edited.
  • Condition – define logic for when the item should be shown.
  • Validation – add rules to validate user responses.
  • Advanced – set advanced options such as confidential mode or prefill rules.

📝 Content Section (Left Side)

All item components are listed here (read more about item components). Select any component by clicking on it to view and edit its settings.

🔍 Preview Section (Right Side)

• Shows a live preview of the item layout.
• Language Switch: Toggle between available languages (e.g., nl for Dutch and en for English).