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Layout

Setup → Questions is where the questionnaire is built. It has two panes:
  • Outline, on the left — every section and question in the order a respondent meets them.
  • The inspector, on the right — the form for whatever you’ve selected in the outline: a question, a section, or one of the fixed sections.
Until you select something, the right pane reads “Select a question in the outline to see its details.”

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The Outline

The outline runs top to bottom in call order: Each question row shows the question key, its title (or its prompt, if it has no title), an asterisk * if the question is Required, and a coloured support dot when the question needs attention.

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The fixed sections

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Adding sections and questions

  • Add a section — click the + beside Outline (“Add section”). The section form opens on the right; give it a Section title and click Add section. See Sections.
  • Add a question — click + Add question under the section it belongs to. A new question opens in the inspector as a Single choice with two options, Yes and No. Change the Type, write the Voice prompt, and click Add question at the bottom of the pane. The toast “Question added” confirms it.
A question can’t be saved without a voice prompt — the save button says “Add a voice prompt to save.” until you’ve written one. On a new survey, Main survey sits below the fixed sections with no questions until you add one. The prompts “Add a section to start building this survey.” and “Add a section, then add your first question to it.” appear when a version has no sections or questions yet.

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Moving sections and questions

  • Up and down arrows — each section and question row has Move section up / down or Move question up / down arrows. Each press saves the new position straight away.
  • Drag and drop — drag a question to a new place in its section, or into a different section.
Questions are asked in outline order: section by section, and top to bottom within each section. Routing rules can skip ahead; see Routing rules.
A jump rule can only go forward. If you move a question above the question a jump rule sends respondents from, that rule stops being valid — check the Logic tab after reordering.

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The question inspector

Selecting a question opens its settings on the right. The header row shows the section, a type badge and — only when the question needs attention — a support badge (Transformed, Read Only or Unsupported). Required sits on the right of the same row. What the inspector shows depends on the question’s type: At the bottom of the pane, Save changes saves the question (toast “Question saved”) and Delete removes it (toast “Question deleted”). The buttons stay pinned to the bottom as you scroll.

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The Routing card

Below each question sits a Routing card listing the rules that leave from this question and the rules that arrive at it, with Edit in Logic (or Open Logic on a read-only version) to jump to the Logic tab.
  • With no rules: “No rules reference this question. Respondents continue to the next step.”
  • On a Display question: “Display steps take no answer, so nothing branches from here.”
  • A rule tagged Not run is one the voice interviewer doesn’t carry out — usually one that came in with an import.
See Logic tab and canvas.

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Deleting a question

A question that other parts of the survey depend on can’t be deleted until those parts are changed. The refusal names what’s in the way, for example:
  • “This question is used by the rule “skip_q5” (trigger). Delete or edit that rule first.”
  • “The variable “first_pref” is derived from this question. Delete or re-point it first.”
A question that already has recorded answers on this version can’t be deleted either. Create a new draft from Version history and delete it there, or hide it with a rule. See Versions and drafts.

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Renaming a question key

Rules refer to questions by key. If you change a key that rules use, the inspector warns “1 rule references this key (…). Renaming updates them too.” — saving updates those rules for you. After a rename, also check any later prompt that pipes this question’s answer (see Survey variables and piping).

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Next Steps