Chapter 3. Configuration

Setting up categories

Categories are used to group questions together the combine to make the form. This should be your first step when creating a new survey.

You can access the Survey Categories via the control panel icon or tab.

Click the new button to create a survey category.

Category Title is the only mandatory field that you must complete. This is the name of your survey, and will be used to link your questions to your survey.

Save & close to create your survey

Survey Categories Options

When creating a survey, you will notice that there are a number of options available to help you customise your survey.

Survey Title:This text will appear above your survey as the title.

Access:Which group of users will be able to access the survey on the front end of your site.

Access Results:Which group of users will be able to access the results view where you can view and edit individual responses.

Status:Not currently used, but may be in future.

Introduction Text:This text appears above your survey after the survey title. This field does allow you to enter HTML code.

Thank you text:This text is shown after the survey form has been submitted.

Survey Type:This setting allows you to chose what type of survey you wish, including all questions on one page, multipage tab, multipage with next/previous buttons, or mutlipage tab with next/previous buttons. When using tabs, you should also group your questions with a heading question type as the parent for each of the questions to allow you to control which questions appear on each tab.

Redirect URL:Instead of showing thank you text, you can redirect to a different URL at the end of your survey.

Show Name Input:Do you want to show the name field at the beginning of the survey. For registered users that are logged in, this field is automatically populated.

Show Company Input:Do you want to show the company field at the beginning of the survey.

Show Email input:Do you want to show the email field at the beginning of the survey. For registered users that are logged in, this field is automatically populated.

Name Text:This is the text label used for the name field.

Company Text:This is the text label used for the company field.

Email Text:This is the text label used for the email field.

Submit button Text:This is the text that appears on the submit button.

Enable Anonymous Responses:Adds a radio button to toggle between showing name, company and email or hiding all these fields for an anonymous response.

[Warning]Warning
If you hide the name, company and email fields, do not set enable anonymous to Yes

Anonymous Text:This is the text label for the anonymous response radio button.

Yes option text:This is the text used on the yes option of the anonymous response radio button.

No option text:This is the text used on the no option of the anonymous response radio button.

Prevent multiple entries (IP Address):When set to yes, each IP address can only complete the survey once.

Prevent multiple entries (Email):When set to yes, each user can only complete the survey once, based on their email address. This setting requires registered or higher access to the form.

Prevent multiple entries (UID):When set to yes, each user can only complete the survey once, based on their Joomla User ID (UID). This setting requires registered or higher access to the form.

Show Reference #:On the thank you page at the end of the survey, you can give the user a reference number for their submission. This number is based on the id of the record saved in the database.

Custom JavaScript:This field allows you to insert your own custom JavaScript that applies only to this survey category.

Theme:This allows you to change the look and feel of the form by applying different CSS. All these themes can be customised via CSS overrides.

Custom CSS:This field allows you to insert your own custom CSS that applies only to this survey category.

Survey Type

There are four survey types availble in BF Survey, the all questions on one page, and the multipage survey using tabs, and the multipage using next/previous buttons, and the mulitpage tab with next/previous buttons.

All questions on one page

This is the default survey type, with Show Tabs set to no in your survey catgory.

Multipage tabbed survey

Like much of the backend of Joomla, you can have tab based forms which allow you to group questions onto multiple pages.

There are two things you need to do to enable this tab based survey.

  • Set Survey Type to Multipage tab in your survey category

  • Create heading question type, and group questions to these using the parent item. Each heading question will become a new tab.

First create a heading question, the Question title will be used on the tab.

Now group questions to this heading using the parent field

You can group as many questions as you like to each heading question.

You should now see the heading question, with questions below that are indented to indicate they are grouped together.

Now when you view your survey, you will see some tabs. The details tab is default and includes the name, email, and company fields, and it will also display the Captcha (if turned on).

You can now see your questions groupped on the new tab.

There is no limit to the number of tabs you can create for each survey.

Multipage survey

This is similar to the multipage tab survey, execpt that it will show next and previous buttons instead of tabs, and will only show a single page at a time. The text shown on next and previous buttons can be set in the category.

There are two things you need to do to enable this multipage survey.

  • Set Survey Type to Multipage in your survey category

  • Create heading question type, and group questions to these using the parent item. Each heading question will become a new tab.

First create a heading question, the Question title will not be used so can be whatever you like.

Now group questions to this heading using the parent field

You can group as many questions as you like to each heading question.

You should now see the heading question, with questions below that are indented to indicate they are grouped together.

Now when you view your survey, you will see the next button, which when clicked will show the second page. The first page shows the default fields such as name, email, and company fields, and it will also display the Captcha (if turned on).

There is no limit to the number of pages you can create for each survey.

Multipage tabs with buttons

This is a combination of the multipage and the mulitpage tab, which shows both the tabs and the navigation buttons.

Go to top