3.3 Surveys

If you’re someone who uses Ushahidi v2, Surveys (previously referred to as post types) in v3 are what we used to refer to as custom forms. A survey defines critical aspects of a post’s structure and permissions. For example, a post’s “survey” defines which fields are available for contributors to complete, and who can see it when it’s published.

This section will show you how to create and manage surveys on your deployment.

NB: If your deployment is hosted on ushahidi.com, usage limits may apply, based on the Ushahidi plan you are subscribed to. You may review these from our plans page.

To access the Surveys configuration page,

  • On the left hand menu bar, click on Settings

Settings link in a Ushahidi deployment sidebar
  • Then, click on Surveys.

"Surveys" link in the deployment settings page.

3.3.1 Building Surveys

By default, each deployment has a Basic Post survey, which can be deleted or modified as needed. To create a new survey,

  • Click on New Survey as shown below.

  • Fill in the required details.

Creating a survey with a Survey name, survey description.
  • Survey Name: Try being as specific as possible when creating your survey name so that users will understand what they are selecting when creating new posts

  • Description: Provide a brief description of what kind of data you’ll be collecting with this survey

  • Fields + Tasks: See below for details on how to add fields and tasks into your survey.

  • Click on save once you're done building your survey.

If you're setting up multiple surveys with similar structures, here's a neat trick for you - you can duplicate your survey from the survey list page as follows

To duplicate a survey:

Click on the "..." context menu.

Click on the "..." button in the survey list.

Click on the "Duplicate" link in the context menu to duplicate the survey.

Click on the "Duplicate" link in the contextual bar. This will duplicate your survey.

3.3.1.1 Fields

Each survey you create will have a title and description field by default. It's important to note these fields can be edited, but cannot be deleted.

3.3.1.1.1 Adding Fields

You can add as many custom fields to your survey as you see fit.To add a new field,

  • Click on Add Field

  • A pop up box with a list of different field types will appear on your screen. Choose whichever one will work best for the type of data you are trying to capture.

"Add field" modal.
  • Add the following details

    • Name: This is what is displayed as a label for your newly created field

    • Add field description (optional): A visual editor should appear below, you may add help text that provides additional details about this field.

      • Add some text in the description-editor, format it however you want to, and as long text as you want to.

    • Required: If set to yes, post submission will be only be successful once this field has been filled out. If set to no, post submission will be successful even if it has not been filled out.

    • Make responses private: This allows limiting access to responses to this field to specific users.

    • Default Value: You can set a default value displayed every time someone is creating a new post. example, a survey asks whether you want to subscribe to a service, and it has a default value of 'No'. If you submit without changing this value, the default value will be submitted as 'No' when you save the survey. If you change to 'Yes', the value that will be submitted will be 'Yes'. That's the value that will be submitted when the survey is saved.

    NB: For fields where it's possible to add a default value (all field-types except "image", "description", "title" and "categories"), the default value box should be displayed with no toggle-switch

    • Field Options: This appears in cases where you’re creating a checkbox, select or radio button field. You can add as many options as you would like.

Adding a field.
  • Once you’re done, click on Add&Close.

Note that, the description should have the same formatting as it did in the field description editor.

To confirm this,add a new post to this survey,

  • Save the post

  • Go to data-view

  • Select the post you added and select "edit"

  • The field description you added will be visible.

  • The description should have the same formatting as you did in the editor

3.3.1.1.2 Editing Fields

To edit an existing field,

  • Select the desired custom field by clicking on it

Editing a survey's fields.Highlighted field: Location.
  • Edit the fields (as described in the section above on Adding fields) as desired.

  • Click on Update&close when done.

Modal with field editor. Edit the field name and display options.
  • You can also change the position of existing fields by clicking on the scroll icons to the left of every field as shown below.

Sorting the fields of a survey with Up and Down arrow in the survey editor.

3.3.1.1.3 Deleting Fields

To delete an existing field

  • Click on the trash icon adjacent to the field you'd like to delete

Deleting survey fields with the "trash" icon in the survey editor.
  • A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the field

    • Click on Delete to delete the field

    • If you’d like to cancel the field deletion process, click on Cancel

A popup warning will be displayed before deleting a field.

3.3.1.2 Tasks

You can organize your survey into “Tasks”, allowing a deployment to add fields related to actions that need to be taken, like translation or verification. These groups of tasks are visible to specified users and can be marked as ‘complete.’ For example, if a particular survey requires verification upon submission, you can design a task to ensure your team knows the post needs to be verified before publishing. The task could include fields like whether the information was verified or not, who verified the information, how they verified it, and when they verified it. After verification, the task can be marked as complete and the post can either be moved to the next task if necessary, or published.

3.3.1.2.1 Building Tasks

To add a new task,

  • Click on Add Task on your survey creation/edit page

  • A small pop up box will appear, prompting you to give your task a name

  • If you’d like to make this task required before post submission, toggle the Require this task be completed before a post can be visible to the public button. This means that, a post will not be published until this task is marked as complete

  • Click on Add & Close

Add task popup with "Task name", "Task description" and task completion requirements.

Once set up, you can duplicate your task as follows.Adding task fields

You should be able to add fields to tasks in the same way that you add fields to a survey.

Adding fields to tasks in the survey editor.

Please refer to the Fields section of this manual for details on how to add, edit and delete task fields.

3.3.1.2.2 Configuring tasks

To make additional configurations to your task,

  • Click on Configure

"Configure" link in the survey task editor, highlighted.
  • Set the following options

Survey task options highlighted in the tasks editor..
  • _Required: _When set to yes, this task must be set as complete for successful post submission

  • Task is only for internal use: This limits visibility of this task during submission only to teams with permissions to manage posts on your deployment i.e only internal team members will be able to submit responses to this task

  • _Show this task to everyone when published: _This limits visibility of task responses when viewing submitted posts if not enabled i.e it limits visibility of responses to tasks to internal teams only.

Example of a Task

3.3.1.2.3 Editing Tasks

To edit an existing task,

  • Scroll down to the the desired task

  • Make changes as desired, e.g changing the task name, description, and/or making a task required or not

Editing a survey's tasks. Build, configure and edit the task fields.
  • When done, click on Save on the top of the page

3.3.1.2.4 Deleting Tasks

To delete an existing task

  • Scroll down to the desired task

  • Click on the three dotted icon, and select Delete Task

  • A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the task

    • Click on delete to delete the task

    • If you’d like to cancel the task deletion process, click on Cancel

3.3.2 Configuring Surveys

You can add additional configurations to your survey e.g setting a survey color etc. To do so,

  • Click on Configure on the top of the survey editor

Using the "Configure" tab in the survey editor.
  • Configure the settings to suit your needs

Using the "Configure" tab in the survey editor.
    • Require posts be reviewed before they’re published: When toggled on, posts submitted on your deployment will not be made public i.e accessible to anyone beyond your internal team, until it is reviewed ( It will remain in draft). Setting this option off will automatically publish all posts submitted on your deployment.

    • Hide author information: When toggled on, this option hides author information e.g phone numbers, twitter handles and email addresses of people who submit posts to your deployment from the public.

    Note: logged in users with the permission to manage posts will still be able to see author information.

    • Hide exact location information: When toggled on, this option hides the exact location of posts on the map. Only the people with the permission to edit will be able to see exact locations, those without permission will only able to see rounded locations. The locations will be accurate to 0.1 km.

    • Hide exact time information: When toggled on, only people with permission to edit responses will be able to see exact time submitted. Other people will see only the date.

    • _Who can add to this survey:_You can limit submission of posts to your survey by roles. By default, surveys are open to the general public for submissions, and not limited to internal roles.

    • Color: Select a color or input a specific hex value to choose which color will be associated with this survey. Pins on the map will match whichever color you select.

  • Click on save once your configuration options are complete

3.3.3 Sharing Surveys

Ushahidi provides the ability to Share your survey across multiple platforms..

Sharing surveys across Facebook, Twitter and Embed methods.
  • Web address: Copy and paste this link to direct people to your survey form

  • Facebook: Share the survey form on Facebook

  • Twitter: Share the survey form on Twitter

  • Embed: Copy and paste this HTML block of code to embed the survey form on any site across the web

3.3.4 Editing surveys

To edit a survey

  • Click on a survey from the list of surveys on your page.

  • From here, change your survey details as desired then click on Save.

Selecting a survey to edit it from the list of surveys

3.3.5 Deleting surveys

To delete a survey,

  • Select the desired survey from the surveys list page, and click on the three dots icon adjacent to it. Then, select delete.

Context menu in the survey list. Click on the "..." button and then "Delete" to delete it.
  • A pop up box will appear on the top of the page, prompting you to confirm whether you would like to delete the survey

    • Click on Delete to delete the survey

    • If you’d like to cancel the survey deletion process, click on Cancel

Popup warning when clicking the Delete link for surveys.