First steps #

You can find the Surveys by opening Releva, navigate on the main menu to Data Platform and choose Surveys:

Once on the page, click on the button ‘New Survey’ located at the top right corner as seen on the screenshot below:

Now, let’s get familiar with the options you have at your disposal.

Designer Tab #

The Designer tab allows you to configure your survey. You can drag and drop questions and panels from the Toolbox onto the design surface and then use the Property Grid to change the question, panel, and survey settings.

Question and Panel Types #

The Toolbox contains the question and panel types described below.

Radio Button Group #

Respondents use radio buttons to select a single answer. Use the Radio Button Group type for questions that can have multiple options but accept only one answer.

Rating Scale #

Respondents select one number within a range. Use the Rating Scale type when you want respondents to enter a rating.

• How to: Use graphic symbols (stars, emojis) for rate values in the Rate Values category and select a required Rate type: Alternatively, you can change the rate type using an adorner directly on the design surface:

Checkboxes #

Respondents click one or several checkboxes to select answers. Use the Checkboxes type for questions that accept multiple answers.

Dropdown #

Respondents select a single answer from a drop-down list. Like Radio Button Group, the Dropdown type can be used for questions that have multiple options but accept only one answer. However, the Dropdown UI can display more options while occupying less screen space.

Multi-Select Dropdown #

Respondents can select one or multiple answers from a drop-down list. Unlike a simple Dropdown question type, Multi-Select Dropdown allows respondents to select more than one answer.

Yes/No (Boolean) #

Respondents switch a Boolean editor to Yes or No. The response is saved in the survey results as true for Yes or false for No.

File Upload #

Use the File Upload type to allow respondents to upload files. Respondents drag and drop one or several files onto the allocated area or select files in the browser’s Upload File dialog window. The uploaded files are saved in the survey results as base64-encoded strings.

• How to: Restrict uploaded file typesThe File Upload type is built upon the standard <input type=”file”> HTML element. To restrict file types, the standard element uses the accept attribute. Enter its value into the Accepted file types field in the General category:Always restrict the allowed file types to prevent possible security vulnerabilities.
• How to: Enable multiple file selection Expand the General category and select Allow multiple files:

Image Picker #

Respondents select one or several images or videos from a series. A value associated with this image or video is saved to the survey results.

How to: Associate values with images or videos Expand the Choices category and enter the values in the Choices table:

How to: Enable multiple image or video selectionExpand the General category and select Allow multiple selection:

Ranking #

Respondents drag and drop items from a list to rearrange them according to rank or preference. Use the Ranking type for questions in which respondents must set the order of items.

Single-Line Input #

Respondents enter their textual, numeric, or date and time answers into a single-line editor. Use the Single-Line Input type for questions that require short answers.

Long Text #

Respondents enter their lengthy answer into a resizable multi-line text area. Use the Long Text type for open-ended questions that accept multi-line answers.

Multiple Textboxes #

Respondents enter their answers into multiple single-line text editors. Use the Multiple Textboxes type for open-ended questions that require more than one short answer.

Panel #

The Panel type is a container for other questions and panels. Use this type to group several questions or panels and control them all together.

Dynamic Panel #

The Dynamic Panel type is a template panel that can contain multiple questions. Respondents can add and remove panels based on the template.

Single-Select Matrix #

The Single-Select Matrix type displays radio buttons in rows and columns. Respondents can select only one radio button in each row.

How to: Add new rowsExpand the Rows category and click Add New:

How to: Randomize rowsExpand the Rows category, find the Row order editor, and switch it to Random:

Multi-Select Matrix #

The Multi-Select Matrix-type displays rows and columns. At their intersections, the matrix can display the following editors:

• Dropdown
• Checkboxes
• Radio Button Group
• Single-Line Input
• Long Text
• Yes/No (Boolean)
• Expression
• Rating Scale

Respondents use these editors to select a desired value in each cell. The following image illustrates the Multi-Select Matrix type with the default Dropdown editors:

• How to: Change the editor typeExpand the General category and select the desired editor type from the Cell type drop-down menu:

Dynamic Matrix #

The Dynamic Matrix type is similar to a Multi-Select Matrix, but respondents can add and remove matrix rows.

HTML #

Use HTML to format text as needed, include links, and insert media or other custom elements into the survey. This type is used for presentation only and does not produce a value to be saved in the survey results. Be aware that HTML content can be vulnerable to security breaches. Ensure that the links you insert lead to trusted resources.

Expression #

Use the Expression type to calculate values and present them to respondents. For example, you can sum up the scores of previous responses, display the current date and time, or find an average value. The calculated value is saved in the survey results. In the following image, the Expression type concatenates the first and last names to display a full name:

To specify an expression, enter it into the Expression field in the General category. Your expression can reference other survey questions (for example, {question1} + {question2}) or use built-in calculation functions. Refer to the following help topic for more information: Expressions.

Image #

Use the Image type to add an image or video to the survey. This type is used for presentation only and does not produce a value to be saved in the survey results.

Signature #

Respondents use mouse or touch gestures to draw their signature within the allocated input area. Use this type to obtain the respondent’s signature or any other hand-drawn input.

How to: Resize the allocated area Expand the General category and change the Width and Height values:

How to Change the Image Format The respondent’s input is saved as a base64-encoded image in one of the following formats: PNG, JPEG, SVG. To select the desired format, use the Image format drop-down menu in the General category:

How to: Change the pen color Expand the General category and select the desired color from the Pen color drop-down menu:

Adorners #

Adorners are design-surface controls for survey element manipulation. Use adorners to edit UI text in place, reorder choices, duplicate and delete elements, specify whether an answer is required, and perform other actions on survey elements. Settings that you specify using adorners are synchronized with settings in the Property Grid, and vice versa.

Each element type has an associated set of adorners. The following image highlights adorners for a Dropdown question:

How to: Add a question to the survey #

Drag and drop the desired question type from the Toolbox onto the design surface. Alternatively, you can click the Add Question button to add a Single-Line Input question. This button also displays an ellipsis icon that allows you to change the type of inserted questions.

How to: Specify default answers #

Expand the Data category and click Set Default Answer to open the Default Answer pop-up window. Enter or select the default answers and click Apply:

How to: Add a page to the survey #

In the Property Grid, select Survey, expand the Pages category, and click the Add New button in the Pages editor:

Alternatively, you can add a page on the design surface. The surface displays the skeleton of a new page at the bottom. To add a new page, you need to add a question to it.

How to: Change the question type #

Use the element type selector in the question:

Some question types are non-interchangeable. For example, a Dropdown question supports choices, while Single-Line Input does not. If you switch the question type from Dropdown to Single-Line Input, your choices will be lost. In this case, you can click the Undo button to reinstate the previous configuration:

How to: Clear the survey #

Click the Clear Survey button on the Toolbar:

Preview Tab #

The Preview tab allows you to view and take the survey as a respondent.

How to: Re-run the preview #

After you complete the survey, you can see the survey results in the table or JSON format. Click the Preview Survey Again button above the results to preview the survey again:

How to: Preview the survey on different devices #

Click the Device icon and select the desired device from the drop-down menu. You can also click the Orientation icon to switch between the landscape and portrait orientations:

Themes Tab #

The Themes tab enables you to customize the applied UI theme. You can change colors, sizes, fonts, shadow effects, and other survey appearance parameters in a user-friendly interface.