Questionnairs and Surveys
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 Su...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendPretty 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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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
------------------------------
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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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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- MarkShnier__YouIt 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).
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- 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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