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erwin Evolve 2020.2.0 - User Guide

erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading Evolve Suite Addendum

Create a Questionnaire

Create a Questionnaire

The only way you can create a questionnaire is by using the Create Questionnaire built-in administration page on your live Evolve Site.

To create a new questionnaire:

          1. On your Evolve Site, follow the menu link to the Create a Questionnaire built-in administration page.

          A new questionnaire is created.

          2. Enter a Title for your questionnaire.

          3. If you want to make this an Object Questionnaire - to link it to a specific Object Type - enter the following:

Use Property To Update to enter the scriptname of the Object Type you want to link to, followed by the scriptname of the Property Type you will use to store the Business Value, separated by a colon.

          For example: 'application:businessvalue'

Use Cw Questionnaire Object Type Scriptname to enter the scriptname of the Object Type you are linking to

          This should be the same as the first part of the Property To Update value - for example: 'application'

          4. Add your questions

          There are three types of question you can add, and you can add as many as you like.

Use a single choice question to show one or more possible answers, but only allow the user to select one.

Use a multiple-choice question to show one or more possible answers and allow users to choose more than one answer.

Use a text question when you want the user to enter some text as the answer, such as a comment or more qualitative answer.

How to add a single choice or multiple-choice question

i. Click the Add single choice or Add multiple choice button

ii. Enter a Question Title

iii. Enter a Question Weight - see Question Weights and Values

iv. Click Add an answer

v. Enter the answer

vi. If you entered a Question Weight, enter a Value for the answer by editing the zero to the right

How to add a text question

i. Click the Add text button

ii. Enter a Question Title

iii. Enter a Question Weight - see Question Weights and Values

iv. Click Add an answer

v. Enter any text in the answer - you must enter some text here, any text will do

vi. If you entered a Question Weight, enter a Value for the answer by editing the zero to the right

          5. Click the Save icon in the top-right of the page to Save your questionnaire.

          Once saved, you can edit your questionnaire using the built-in Questionnaire Index Page.

If the Cw Questionnaire Object Type Scriptname value is changed when creating or editing a questionnaire then you must Save & Deploy the Site.

View Questionnaire Results

View Questionnaire Results

How you view questionnaire results depends on whether it is an Object Page questionnaire or a standalone questionnaire.

View the results of a standalone questionnaire

To view the results of a standalone questionnaire:

1. On your Evolve Site, follow the menu link to the built-in 'Questionnaires' Index Page

2. Select the questionnaire you want to view

3. Click the Results sub-menu item to view the results

The page displays a pie chart for each question, showing how many users chose each answer.

View the results of an Object Page questionnaire

When you view the results of an Object Page questionnaire, the results you see are for a specific object instance.

If you want to view the Business Value for the object, you must configure the Object Page to display the Business Value property.

To view the results of an Object Page questionnaire:

1. On your Evolve Site, browse to the object you want to view the questionnaire results for

2. Click the Questionnaire link in the page menu

3. Click the Results sub-menu item to view the results

The page displays a pie chart for each question, showing how many users chose each answer.

Edit a Questionnaire

Edit a Questionnaire

To edit an existing questionnaire:

1. On your Evolve Site, follow the menu link to the built-in 'Questionnaires' Index Page

2. Select the questionnaire you want to edit

3. Click the Edit button in the top-right of the page

4. Edit any of the questionnaire's details, questions and answers

5. Click the Save button to save your changes.

Delete a Questionnaire

Delete a Questionnaire

To delete an existing questionnaire:

1. On your Evolve Site, follow the menu link to the built-in 'Questionnaires' Index Page

2. Select the questionnaire you want to delete

3. Click the Edit button in the top-right of the page

4. Click the Delete button in the top-right of the page

          The questionnaire is deleted.

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