Managing Items

Moving Items Within the Survey

If you need to move a question or a node to a different location in the survey:

1. In the Survey pane, click on the item that you wish to move and drag it to it’s new location.

A blue area appears in the Survey pane to indicate where the item will be placed when you drop it.

2. When the item is in the desired location, drop it into position.

Figure 1 - Dragging an item to a different location in the survey

If while you are dragging an item you decide it should not be moved (maybe you took the wrong item), press the Escape key on your keyboard before you drop the item to cancel the drag operation.

If you move an item by mistake, as the change is being saved an Undo move button will be available towards the right end of the Save message - and you will have a few seconds in which you will be able to undo the change. Once the change is saved and the message closes you will have to either move the item "manually" or go to the change log on the Overview page and use the Undo feature (go to Change Log for more information).

Figure 2 - The Undo move button in the save message

Note that you can select multiple items in the survey and move then simultaneously.

Moving Items Through the Survey Pane

In addition to merely clicking on a node of interest, you can use a number of keyboard navigation actions to assist you when moving in the Survey pane. These include:

• Your keyboard Up and Down arrow keys move up and down to the previous or next node in the pane.
• Your Right and Left arrow keys expand and collapse the current node if it is a "parent" container (for example a Folder, Page Loop,
• or Condition).
• Enter opens the node for editing.
• Space then click checks and unchecks the nodes for multi-selecting (press Space, then click on the items you want to select/deselect).
• Delete deletes the node.
• Escape stops selecting nodes when you are in multi-select mode, and deselects all previously-selected nodes.

Selecting Multiple Items in a Survey

You can select then move, duplicate, delete or adjust question details and common properties for multiple items in a survey simultaneously. To select multiple items:

1. Hover the mouse pointer over an item in the Survey pane.

The item is highlighted, and a check box appears at the left side of the item.



Figure 3 - The check box

2. Click in the check box to select it.

When you do this, a message box appears in the editing area to inform you of how many items you have selected, and which options are now available to you. Duplicate and Delete become available once you have selected one item.



Figure 4 - The message box

3. Repeat the process for each item you wish to select.

Details and Properties become available once you have selected two or more items.

Figure 5 - Selecting several items

You can now drag the selected items to a different location in the pane, or click the Details, Properties, Duplicate or Delete buttons in the message box as appropriate. Note that to drag-and-drop multiple items, they must all be at the same level in the survey.

• If you select Details, the Details pages for all of the selected questions opens in the editing area, allowing you to adjust the details for those questions (go to Editing Details for Multiple Items for more information).
• If you select Properties, a page listing the properties that are common to all the selected survey items opens in the Design area (go to Editing Properties for Multiple Items for more information). Here you can edit the common properties as required.
• If you select Duplicate, the duplicate items are placed immediately after the last item selected. A text informing you of where in the pane the duplicate items will be placed appears below the Duplicate button. Note that if you click the overflow menu icon for one of the selected items in the Survey pane, you get the menu option Duplicate to here. If you select this option then the duplicate items will be placed immediately after that item in the Survey pane.
• If you select Delete, then you are asked to confirm the deletion. Once confirmed, the selected questions will be soft-deleted from the survey.

To deselect all the selected items, press the Esc button on your keyboard or click the X button in the upper-left corner of the editing area.

Duplicating Items

If you wish to add to your survey an item that is very similar to one that you have already created, you can save time by duplicating the existing item and then edit the duplicate. To create a duplicate, either left-click on the item’s Item overflow icon in the Survey pane to open its drop-down menu and select Duplicate, or open the item and click the Duplicate button in the upper-right corner of the question details page.

A new item of the same type as the original and with the same settings, title, text instructions and answers is created and placed after the original in the survey. The only difference will be the qid - the new item will have the next qid in the sequence. You can now edit the new item as required (go to Editing an Object for more information), and move it to the desired location in the survey.

Note that you can select multiple items in the survey and duplicate them simultaneously (go to Selecting Multiple Items in a Survey for more information). In this case, if you select Duplicate from the options overlay in the editing pane then the duplicated items will be placed immediately after the last item selected. If you click the overflow menu icon for one of the selected items in the Survey pane then select Duplicate to here from the drop-down menu, then the duplicate items will be placed immediately after that item in the Survey pane.

Deleting and Restoring Items

If you wish to delete an item from the survey for any reason:

1. Either open the item and click the Delete button in the upper-right corner of the question details page, or in the Survey pane click the overflow menu icon for the item you wish to delete and select Delete from the drop-down menu.

A confirmation box is displayed.

Figure 6 - The confirm deletion message box

1. Confirm the deletion or cancel the operation.

Note that the item is not yet permanently deleted so if you later regret the deletion you can restore the item.

If you later wish to restore an item:

2. Click on the overflow menu icon towards the right side of the Survey pane header.

The Survey menu opens.



Figure 7 - The Survey menu

3. Click Show deleted items.

Note: This control toggles between Show deleted items and Hide deleted items, depending on the current state.

Any items that have been deleted are then displayed in the Survey pane grayed out, see below.



Figure 8 - Any deleted items are displayed grayed out

4. Place the pointer onto the item you wish to restore to show the overflow menu icon, then click the icon to open the menu.



Figure 9 - The survey item’s overflow menu

5. Click Restore to restore the deleted item to the survey.

To permanently delete an item, click Permanently delete. The item is then removed from the survey and cannot be restored later.

Converting Items

You can convert some types of items to be a different type, for example you can convert a multi choice item into a single choice. You have two ways to do this:

In the Designer page, either:

1. Open the question you wish to convert.
2. In the upper-left corner of the question details page, click the item type to open the selection drop-down.

A list is displayed of the item types to which you can convert the current item.



Figure 10 - Converting an item to a different type

3. Select the type you wish to convert the item to.
4. Confirm the conversion if necessary.

Important
For some types of conversion, if the question or item you are converting already has data, converting it to a different type will delete that data. In these cases you will be asked to confirm the conversion.

Or:

1. In the Survey pane, click on the Item overflow icon for the question you wish to convert to open the overflow menu for that question.

The menu contains a list of the item types to which you can convert the current item.



Figure 11 - Converting an item to a different type

2. Select the type you wish to convert the item to.
3. Confirm the conversion if necessary - see the Important note above.