What do you need help with?

Questionnaire design & logic

40 Documents

Guide to display conditions with editor

Last Updated: September 11, 2025

Introduction Display conditions are rules that determine when and to whom a piece of content or a question is shown, based on predefined criteria. For example, you can display a question only if a specific answer was selected in the previous question. The elements to which display conditions can be applied are: For each element,...

AI Adaptive Follow-Up Question

Last Updated: June 24, 2026

AI Adaptive Follow-Up is a new question type that enables conversational probing powered by artificial intelligence. Starting from an initial question written by the researcher, the AI asks respondents a series of targeted follow-up questions, adapting them in real time based on the answers received, the topics to be explored, and those to be avoided....

Guide to display conditions with code

Last Updated: April 23, 2026

Display conditions let you display an object of the questionnaire according to specific conditions. Objects that you can apply Display Conditions to are: answer options grid/matrix rows grid/matrix columns advanced grid/matrix cells questions groups of questions pages sections custom alerts Conditions can include values such as: answer codes values inserted in text answers (text, numbers,...

How to set a control page

Last Updated: September 5, 2025

Please notice:This article shows how to set up a control page. This solution, although compatible, can be considered outdated for IdSurvey 8 and later versions. In fact, IdSurvey 8 integrates Custom Alert that can be inserted in any page of the questionnaire to make any kind of consistency check of the answers. With Custom Alert...

Save an answer in the contacts DB

Last Updated: September 5, 2025

Using the “Update Contact Field” function in the answer options, you can save an anwer given by the respondent into the contact database associated to the survey. Instructions Enable the “Update Contact Field” button that you find under the gearwheel button of the specific answer option. Choose from the dropdown menu of “Update Contact Field” the...

Set a specific font size to the entire questionnaire

Last Updated: September 5, 2025

This script sets a specific font size for the entire questionnaire. Instructions Copy the script below in the global script editor you find in “Settings” > “Advanced” > “Edit script”. In the example the font size is set to 12px (in red in the script below). You can change the size of the font by...

Arrange answers in multiple columns

Last Updated: September 5, 2025

This javascript arranges answer options in multiple columns. Instructions Copy the following script in the “Client Script” box, under the gearwheel button of the page containing the question. <style> ul.single-question-responses{ display: flex; flex-wrap: wrap; } ul.single-question-responses > li{ flex: 0 0 33%; margin: 0; } </style> You can copy the script in the “Client Script” section,...

Duplicate a survey

Last Updated: September 5, 2025

With IdSurvey you can create the copy of an existing survey using “Duplicate” button. The software creates an identical copy of the original survey with same settings and contents, except for the contacts uploaded in the “Contacts Management” page. Duplicating a survey can be really useful when you have to periodically manage the same type...

Hide footer in grid/matrix questions

Last Updated: September 4, 2025

This script hides the column header(s) at the bottom of a grid/matrix question. Instructions If you want to hide bottom column headers of all the grids of the questionnaire, copy the following script in the global script box of the entire questionnaire (“Settings” -> “Advanced” -> “Edit Script”). Alternatively, copy the script into the “Client...

Select first answer and automatically proceed

Last Updated: September 3, 2025

This javascript can be used to let IdSurvey automatically choose the first single select option of the question(s) it finds in the page and proceed to following page. It can be used to set “hidden” pages that can be useful to update quotas or values but that will not be displayed to the final user. Instructions...

Hide the “New Phone Number” button from CATI interface

Last Updated: September 3, 2025

With this script you can hide the “New Phone Number” button from CATI interface. Normally, this button allows the telephone interviewer to add a new number to the contact field called “New Phone”. Instructions Copy and paste the following global script in the box “Edit script” that you can find under the “Settings” > “Advanced” section...

Display an item according to the number of answers previously selected

Last Updated: September 3, 2025

Sometimes it might be necessary to display an item according to the number of answers previously selected in a multiple choice question. Instructions Write the “CountCode” function in the Display Condition GUI box of the page: if(CountCode (<em>Question Code) == Number of options</em>) If you want to set it in the IdCode, write the code as follows:...

Widen rows in a grid

Last Updated: September 2, 2025

This script allows you to widen the rows width in a grid, consequently reducing the width of the columns. This can be useful if you have long texts in the rows. Instructions Copy the script in the “Client script” box you will find in the gearwheel button of the page containing the grid. <style> .grid-question-table.table >...

Edit the text box width in open-ended questions

Last Updated: April 2, 2026

This script allows you to edit the width of a text box in a simple open-ended question.In this sample javascript, the width is set to 400px. To edit the preset value, you will need to replace “400” (in red in the example below) with the preferred value. Instructions Copy the script in the “Client script”...

Out of target

Last Updated: September 3, 2025

The “out of target” function (also known as screen out) stops the interview for the contacts that are not relevant to your survey. It is often used in the screening questions at the beginning of the questionnaire to know if the respondent is part of the target of your survey. To activate this function click...

Zoom images on answers with a click

Last Updated: August 25, 2025

This javascript can be used to zoom images included in the body of an answer by clicking on the image itself. You will have to insert the script as global script. It is compatible with CATI, CAWI and CAPI. Instructions In the survey settings section, select “Advanced” on top left. Click on “Edit Script” and...

Questions with optional answers

Last Updated: July 28, 2025

By default all questions in the questionnaire are mandatory, so they necessarily require an answer to proceed with the interview. An option allows you to make the answers optional. To activate this setting you need to click on the question gear and enable “Optional answers”. In the same way, you can activate this option in...

How to use Intellisense in IdCode

Last Updated: September 3, 2025

Intellisense is a smart hinter to help you program display conditions, skip conditions and TextPiping. Intellisense will automatically search for question and answer codes and other functions. In order to use Intellisense you have to work on the IdCode window that you can enter from the IdC button of each page or from the “Tools”...

Adding sections to a survey

Last Updated: September 3, 2025

With IdSurvey it is possible to add sections to a survey that act as containers for a group of pages. By doing so, you can better organize the flow of the questionnaire and use some advanced sorting functions. You can add sections to a survey using the graphic interface or the IdCode. Creating sections from...

Loops – type 2 (repeat while condition is true)

Last Updated: July 28, 2025

By using FlowScript, you can loop a section until a specific answer that determines the end of the loop is selected. In this example we ask a series of questions about a recent travel, then we ask if other travels were made during the same period. If the answer is yes, the series of questions...

Conditional Dynamic Texts

Last Updated: December 12, 2025

Thanks to the dynamic text you can edit any text of the questionnaire according to one ore more conditions. This function is useful to manage singulars and plurals, masculine and feminine or to add notes to the interviewers that are not supposed to be displayed in the CAWI interview of the same survey. The syntax...

Loops – type 1 (repeat N times)

Last Updated: July 28, 2025

Thanks to FlowScript you can loop a section to repeat N times, based on the answers received in previous questions. In this example we ask the respondent how many travels did he make during last year and then we ask questions for each travel. Ask the respondent how many travels he did last year For...

Recoding questions using FlowScript

Last Updated: September 3, 2025

It is often necessary to recode answers for an easier analysis or to make it easier to set quotas or any display conditions of the questionnaire. A common use is that of asking the age of the respondent in a numeric format when it is necessary to record the data as age group, in order...

Out of Target using FlowScript

Last Updated: September 2, 2025

You can usually send a respondent out of target by activating the option “Out of target” available on the settings of the single answer option. Using FlowScript you can send a respondent out of target based on open answers, multiple answers or any other complex condition. In order to do that, you have to write...

FlowScript: order of elaboration of the questionnaire pages

Last Updated: April 2, 2026

With the introduction of FlowScript it is important to understand the order of elaboration of the various functions in the answer options and of FlowScript. When clicking on the “Next” button of a page of the questionnaire, IdSurvey will perform multiple operations. The order in which the operations are carried out is the following: Saving...

Calculated fields and algebraic expressions

Last Updated: September 7, 2026

With IdSurvey you can add algebraic expressions in the body of questions and answers, in the preset value of an open-ended question, display conditions, update contact field, skip conditions and FlowScript. Thanks to InPage Functions you can also use the data collected from questions of the same page where you use an algebraic expression. By...

GoTo with FlowScript (skip condition)

Last Updated: September 2, 2025

With IdSurvey you can add skip conditions (goto) on answer options in order to force the flow of the questionnaire when a specific question is selected. With FlowScript you can add a skip condition also in open-ended questions, multiple choice or conditions of any complexity. In order to do that, you will have to write...

Matrix with calculated totals

Last Updated: September 2, 2025

With IdSurvey you can create matrixes and 3D matrixes with calculated cells to easily display totals (or any kind of calculation) for each row or column. You can write any algebraic expression using integers, open-ended answers of other cells and contact fields. If you use values of answers given on the same page, the fields...

Send SMS with FlowScript

Last Updated: July 25, 2025

With IdSurvey you can automatically send an SMS in any page of the questionnaire. To do this you need to create a Flowscript with the sendsms() function. sendsms(from, to, message); In addition, you can save the result of the dispatch in a custom field using this syntax: {CustomField} = sendsms(from, to, message); Step 1 Open...

Send Email with Flowscript

Last Updated: July 25, 2025

With IdSurvey you can automatically send an email in any page of the questionnaire. To do this you need to create a Flowscript with the sendmail() function. sendMail(from, to, subject, text); In addition, you can save the result of the dispatch in a custom field using this syntax: {CustomField} = sendMail(from, to, subject, text); Step...

Add “Back” button on CAWI and CATI

Last Updated: January 30, 2026

This javascript can be used to add a “Back” button to go back to the last page displayed (following the correct questionnaire flow and skipping unanswered questions). The button will be aligned to the standard “Next” button. The script has to be set as global script. It’s compatible with CATI and CAWI. Instructions In the...

Edit CAWI Template with CSS

Last Updated: July 25, 2025

You can customize survey templates with CSS styles.You have to add CSS as a global script. You can add your script going to the Settings page, clicking on “Advanced” on top left and then on “Edit script”. In the following list you can find some of the main classes of IdSurvey CAWI templates: .title-text-style .navbar-inner #body,...

Text Piping

Last Updated: July 27, 2026

IdSurvey allows you to display contact fields or previous answers within any text in the questionnaire. In CATI and CAPI surveys you can also retrieve interviewers fields. You can also display contact data in other survey texts such as start text, privacy or EmailSender and SMS sender campaigns. Open the recap table to see the...

How to collect a file or signature as an answer to a question

Last Updated: August 29, 2025

IdSurvey 8 adds new special question types that are very useful especially for CAWI and CAPI surveys. Using the question “File” you can have a file uploaded as an answer to the question. Using the question “Signature” you can insert a signature as an answer to the question. It is possible to export both files...

Quotas: complete guide

Last Updated: September 10, 2026

IdSurvey allows you to set quotas to check for accurate sample distribution. Quotas allow you to track how many respondents meet one of the survey conditions. The purpose of quotas in a survey is to ensure that the exact amount of interviews are collected for each respondent profile so that the data is true to...

Add a consistency check with Custom Alerts

Last Updated: August 29, 2025

From IdSurvey version 8, thanks to Custom Alerts, you can insert consistency checks on any page of the questionnaire. Custom Alerts consist of a dialog with customized text that prevents the respondent from continuing to the next page if the answers do not meet the desired criteria. A display condition must be set for each...

Matrix questions customization

Last Updated: August 29, 2025

IdSurvey allows customization of matrix questions to fit your particular needs. From the matrix question gear, multiple options can be turned on and off, including: Show as matrix also on smartphones Exclusive columns Carousel Reduce width Column answers required Make all rows optional/Make all rows mandatory Show as matrix also on smartphones By default, if...

FlowScript

Last Updated: April 23, 2026

You can manage the logic of the questionnaire flow using a programming language named FlowScript. FlowScript is part of IdCode. They share the same functionality and part of the syntax, but FlowScript highly improves the possibilities of application. You can add FlowScript into any page of the questionnaire. The script will be carried out during...

IdCode: complete guide

Last Updated: September 7, 2026

Introduction IdCode is IdSurvey’s scripting language. IdCode is a language designed to be easily accessible even for users who are not familiar with programming. IdCode describes every aspect of the questionnaire: questions, pages, sections, texts, labels, display conditions, skips, and more. To design questionnaires in IdSurvey, the use of IdCode is not mandatory. All functions...

Random: complete guide

Last Updated: August 6, 2026

You can turn on the random function to show items in a random order during the interview. IdSurvey allows you to randomize the items contained in any questionnaire: Multiple types of random are available to meet a wide variety of needs. Please note Enable and configure random Click on the gear button of the container...