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Using Keywords to Classify Your Survey

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    Use keywords to classify your surveys. This then allows you to search for specific survey "subjects" to more easily find the survey you are interested in. A number of standard system keywords are provided, for re-use, for example for copying or for using as a template. You can see and filter by keywords in the survey list, and add or remove them from the survey via the survey's Overview page.

    Any keywords added to a survey appear in the Surveys list by default, but you can display or hide them via the +/- menu towards the upper-right corner of the list.

    A maximum of three keywords are shown in the list view. If a survey has more than three keywords, a … icon appears. Click this to expand the survey container to display the full list of keywords.

    Figure 1 - Example of keywords in use

    To filter the Surveys list by applied keywords, click the Filters button to open the Filters list, expand the Keywords filter, then select one of the system keywords from the drop-down list (go to Searching, Filtering and Sorting the Survey List for more information). If you wish to filter by a custom keyword, type a custom keyword into the field and click Add; the custom keyword is added to the list. Note that the field is not case-sensitive.

    Figure 2 - Adding a custom keyword

    You can filter by several keywords simultaneously, a search will then display all surveys that have any of the selected keywords.

    Adding a Keyword to a Survey:

    1. Open the survey and in the Overview page go to the General Information area (go to General Information for more information).

      2. Figure 3 - The Status area

    2. Click into the Keywords field.

      3. A list of system keywords appears. You can select a system keyword, or add your own custom keywords as required.

      Figure 4 - The system keywords drop-down list

    3. To add a custom keyword, type the keyword into the field and click Add custom keyword or press the Return key on your keyboard.

    Figure 5 - Adding a custom keyword

    The keyword is added to the survey and now appears in the appropriate row in the Surveys list.