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Questionnairs and Surveys

  • 1.  Questionnairs and Surveys

    Posted 04-21-2020 09:56
    Hi everyone,

    I would like to create a Site Survey form for our engineers so they can assign outcomes from list (pass, fail, N/A). Structure would be as follows:
    Customers -< Site Surveys.
    Site Surveys table has the following fields: Item #, Item_Description, Outcome (Pass, Fail, N/A), Customer ID#.

    There are 60 items in each survey, Item # or Description do not change. Engineers only need to fill outcomes.

    I would like to create survey template that has Item numbers and Descriptions. I do NOT want engineers to change or add items to survey forms.

    I would be grateful for any suggestions.

    Kind regards


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    Arkady
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  • 2.  RE: Questionnairs and Surveys

    Posted 04-21-2020 10:07
    Pretty easy now with Automations.

    Make a table called Std Questions with all your 60 Survey Questions along ... just the Questions and not the field for the answer.   I suggest including a sort field which you hand populate from 1 to 60.

    Then Create a Survey Parent Table and create a Survey Responses table  and make the relationships where 1 Survey has many responses.  You will have a text field for the question  and a multiple choice field for the Answer.

    Then create an Automation that is triggered when a New Survey Parent is created to Copy the records from the Std Questions table to the Survey Responses and populate the field for Related Survey with the [Record ID# of the trigger record.  Obviously also copy across the question and the sort.

    I low tech easy way to prevent anyone from editing the Questions on the Survey is to create a formula mirror of the Question with a formula of [Survey Question] and put that on the embedded report on the survey form.  That way users will edit the Survey Form  and hence the embedded report in Grid Edit but won't be able to damage the question.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Questionnairs and Surveys

    Posted 04-21-2020 10:22
    Thank you so much, Mark.

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    Arkady
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  • 4.  RE: Questionnairs and Surveys

    Posted 04-21-2020 13:59
    Mark,

    I was reading about Automation and it has a limit of 50 Actions. I have 60 records to copy from Std Questions to Survey Responses. Is there a neat workaround or shall I create a a button that would add more records?

    Thanks again,

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    Arkady
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  • 5.  RE: Questionnairs and Surveys

    Posted 04-21-2020 14:02
    It is just 1 Action to copy all 60 records.  There is type of Action called COPY Records and you basically set the filter as to which records to copy (in your case it will be all of them) and that Action will easily copy all your records in one Action.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 6.  RE: Questionnairs and Surveys

    Posted 05-11-2020 10:34
    Hi Mark,

    I hope you don't mind a quick follow up question. 60 Survey Questions will probably be best to fill using grid edit. Each Response field can be one of five short text values. 

    Using multiple choice field for responses will involve clicking on Response field for every question, which seems very user unfriendly. Creating a checkbox field for each of 5 responses can cause multiple Response to each question.

    I can use colour coding to highlight data entry errors when users save grid edit report. Is there a better way?

    Kind regards,

    Arkady

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    Arkady
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  • 7.  RE: Questionnairs and Surveys

    Posted 05-11-2020 11:21
    Edited by Mark Shnier (YQC) 05-11-2020 11:34
    I agree that checkboxes are a much friendlier way because as you say, you need two clicks to enter a multiple choice box, one to open the choices and another to select.

    Grid Edit does not support colour, but you an have a color message calculated by a formula Rich Text field and I believe that it will dynamically recalculate in Grid Edit mode in your use case. (because the formula only depends on data on that record and not lookup or summary fields.

    You can then enable Custom Data Rules for the table in advanced settings and display that error message and block the Grid Edit save if too many choices were selected.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 8.  RE: Questionnairs and Surveys

    Posted 05-11-2020 11:31
    Thank you very much, Mark.

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    Arkady
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  • 9.  RE: Questionnairs and Surveys

    Posted 05-24-2020 15:55
    Hi Mark,

    Not sure what the usual etiquette of continuing to ask questions on the same thread. If I am breaking it, please do let me know the rules.

    Your suggestions work perfectly. Now, I am using form in Survey Parent table to populate Survey Responses table. 60 questions looks a big block, so I broke into 5 Sections, 12 Survey Responses each. I am using (editable) Report Link field in Survey Parent form, so created 5 Embedded Reports in Survey Responses table.

    Is there any way to get rid of blank lines in the 5 embedded Grid Edit reports and also make them more compact (some have more blank space around each field than others)?

    Thanks again,

    Arkady

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    Arkady
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  • 10.  RE: Questionnairs and Surveys

    Posted 05-24-2020 16:04
    It would help if you could post a screen shot, but I assume that you mean the blank lines at the bottom of the grid edit form. 

    Those are there to allow users to create new records in Grid Edit mode.  But in your use case, you do not want to allow those users to be able to add records, so take away the Permission to add records to the child tables, and you should not see the extra blank lines at the bottom of the grid edit tables.  The Automation will still run OK as it runs under the Permissions of the owner of the Automation (you).

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 11.  RE: Questionnairs and Surveys

    Posted 05-25-2020 03:09
    Hi Mark,

    That's exactly what I meant. The suggestion worked perfectly, thank you.

    Kind regards,

    Arkady

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    Arkady
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  • 12.  RE: Questionnairs and Surveys

    Posted 04-21-2020 10:07
    Hey Arkady,
    It sounds like a form for this specific role would work well. You could make sure to mark the Item Numbers and Descriptions as read-only so that the engineers couldn't edit the data.

    If you need more help with it, swing by Data Collaborative's free Office Hours, every Thursday at 1pm Eastern.

    Sign up here:
    https://data.quickbase.com/db/bqeqqj33i



    ------------------------------
    - Sam

    ______________________________________________
    Sam Jones
    Vice President, Product and Technology
    he/him

    The Data Collaborative, Inc.
    sjones@datacollaborative.com
    366 Massachusetts Ave, Suite 203 | Arlington, MA 02474
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  • 13.  RE: Questionnairs and Surveys

    Posted 04-21-2020 10:22
    Thank you, Sam.

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    Arkady
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