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This article provides an overview of the 3 methods used to build an instrument.

The 3 ways to Build an instrument are listed below. 

A. Online Designer

·       For guidance on field types & codingclick HERE to view

B. Data Dictionary

C. Shared Library

...

  1. Go to project and click ‘designer’ or ‘online designer’ within project setup:

  2. Click on "Create" to add a new instrument or edit the default form (Form 1)

    3. Once an instrument has been selected, you can add and edit questions

...

B. Data Dictionary

The data dictionary has certain contents listed in each column.  The following table gives a description: 

Expand

Column

Column Name (Row 1)

Description

Required?

A

Variable / Field Name

Lists the variable name

Yes

B

Form Name

Lists the auto generated form name

Yes

C

Section Header

Lists header that appears above question

No

D

Field Type

Lists field type, which is one of the following:

text, notes, calc, dropdown, radio, checkbox

yesno, truefalse, file, slider, or descriptive

Yes

E

Field Label

Label that appears on forms / surveys

Yes

F

Choices, Calculations, OR Slider Labels

Lists the choices, calculation, or slider labels.

Separates choices with |

Required for the following field types:

calc, dropdown, radio button, and checkbox

G

Field Note

Text that appears below answers

No

H

Text Validation Type OR Show Slider Number

Used to validate text questions and the type

of data it will hold

(E.g. date_mdy, number, phone, etc.)

No

I

Text Validation Min

 

No

J

Text Validation Max

 

No

K

Identifier?

Has 1 if question is marked as an identifier

No

L

Branching Logic (Show field only if...)

Lists branching logic

No

M

Required Field?

Lists 1 for yes

No

N

Custom Alignment

(Where the answers or text box is located,

if left empty, automatically is RV)

RV = Right / Vertical

RH = Right / Horizontal

LV = Left / Vertical

LH = Left / Horizontal

No

O

Question Number (surveys only)

 

No

P

Matrix Group Name

 

Required for Matrix fields

Q

Matrix Ranking?

 

No

R

Field Annotation

 

No

...