Please Note: This video is not applicable for customers using hosted (Checkbox Online) accounts. If you are a Checkbox Online customer and wish add a language to your account, please open a support ticket here with your request.

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If you have a customer support inquiry during this time, please submit a support ticket and we will respond to your issue as soon as possible when the office re-opens on Tuesday, February 21st. If you have a sales inquiry, please email sales@checkbox.com or leave a voicemail message on 866-430-8274 (Int’l 1-617-715-9605).

Thanks for choosing Checkbox.

- The Checkbox Survey Team

• Select the survey name at the top of the Survey Dashboard. The name will appear in an editable text field.
• Select the green check mark to save your changes, or the red “x” icon to exit the editor.

1.a. (click to zoom)

 
2. How to delete responses (watch video)

• Select the Responses tab from the Survey Dashboard.
• Select the View All button to manage responses.

2.a. (click to zoom)

• At the top of the list of responses on the left side of the window you will see options to ‘Delete Selected Responses’, ‘Delete All Responses’, or ‘Delete Test Responses’.

2.b. (click to zoom)

 
3. Use the ‘Collapse’ feature to make room on your desktop

• From any dashboard view, select the ‘Collapse’ button at the top left-hand side of the page to hide the page navigation. This feature is useful when copying and pasting survey items into Checkbox from documents.

3.a. Select 'Collapse' to hide navigation panel (click to zoom)

• To return the page navigation panel, select the orange bar on the left of the screen.

3.b. Select orange sidebar to expand navigation panel (click to zoom)

 
4. Use the ‘Back to Manager’ feature to return to the Survey Manager from Survey Editor

• From the Survey Editor, select the ‘Back to Manager’ button at the top left-hand side of the page to return to the Survey Manager. When the Survey Manager opens, your survey will be pre-selected and your survey dashboard will be expanded.

4.a. (click to zoom)

 
5. How to customize statistics table columns

• Specify columns displayed in a Statistics Table for Rating Scale items under the Appearance tab of the report item.

5.a. (click to zoom)

 
6. How to link a Checkbox summary table to Microsoft Excel

• From the Data tab in Excel, select the ‘From Web’ icon. A window will appear.

6.a. (click to zoom)

• Copy the report URL and insert it into the URL Address field and select Go. When the table loads, select Import. Select OK when the Import Data dialog appears

6.b. (click to zoom)

• When you select the ‘Refresh’ icon on the Data menu, Excel will update this table with the latest response data as displayed on the report entered on the import window.

6.d. (click to zoom)

 
7. Copy an entire survey to your Library.

• Open the Libraries Manager.
• Select the Create New Library button on the left and name library.
• Select the Add Item button at the top of the library dashboard on the right. When the dialog opens, select Copy from Survey.
• Click the preview icon to the right of the desired survey title to view items in that survey. To select all items in a survey, click the box in the blue bar at the top of the list. Select Next and exit the wizard.

7.a.

 
8. When using the drag-and-drop feature to move a survey item from one page to another, the destination page must be expanded prior to dragging and dropping or the item will not stick.

 
9. Use the Matrix Sum Total item compare the sum of other items to a predefined value (watch video)

• Create a Matrix item.
• Under the Columns tab of the Matrix item editor create a new “Sum Total” column.

9.a. (click to zoom)

• Set the Sum Total and response options under the column Behavior tab. Test item.

9.b. (click to zoom)

• Select desired user from the Users Manager to expand user dashboard.
• Under Login Information select the Automatic Login URL.

10.a. (click to zoom)

• Bookmark URL or save to desktop.

11. Install Google Chrome Frame to run IE8 or older with Checkbox 5.

 
12. Change the Row Text column location in Matrix items (watch video)

• Create or open a Matrix item with multiple columns.
• Under the Columns tab of the Matrix item editor, select the arrow icon to the far left of the column label and drag it from the 1st position to a desired location.

12.a. (click to zoom)

12.b. (click to zoom)

View more Checkbox 5 “How To” videos >>

Checkbox 5 Online customers have been updated automatically. Server customers can access the 5.4.3 update from the Products area of our customer support site. Please note that this update is eligible to all server customers with active support contracts. Customers with questions about the term of their support contracts or who would like to renew their support should email sales@checkbox.com or call 866-430-8274 (Int’l 1-617-715-9605).

Issues Resolved:

• Resolved issue where network users were missing permissions for there assigned roles.
• Resolved issue where piping values into email reminders would not properly pipe in the values.
• Resolved issue where response scores were being doubled for matrix questions.
• You can now successfully search for network users, and make changes to them within the search window.
• Scoring messages should now successfully copy there text when the item is copied
• Resolved issue where scoring messages would not save changes when updated.
• You can now successfully import users with ASCII characters in there profile properties (If you have ASCII selected)
• Matrix Slider item should now properly display its current score when taking a survey.
• Email Response Items now have the option of showing question numbers.
• Resolved several CSS issues
• Resolved several validation errors with the web services

Thanks,

The Checkbox Team

Checkbox 5 Online customers have been updated automatically. Server customers can access the 5.4.2 update from the Products area of our customer support site. Please note that this update is eligible to all server customers with active support contracts. Customers with questions about the term of their support contracts or who would like to renew their support should email sales@checkbox.com or call 866-430-8274 (Int’l 1-617-715-9605).

If you are a System Administrator/Survey Editor, please clear your browser cache after the update process is complete. This will ensure that you load the most recent version to your browser.

Clear Chrome Cache (click to zoom)

Clear IE9 Cache (click to zoom)

Issues Resolved:

• Resolved issue where network users would lose ACL settings when upgrading from 4.7 to 5.x
• Resolved issue where having encrypted passwords in 4.7 would block users from login when upgrading to 5.x
• Copying a survey no longer disrupts ACL settings
• Resolved many Caching related issues throughout the application
• Resolved issue where slider item would through an error when upgrading from 4.7 to 5.x
• Resolved various issues regarding the web services
• Resolved survey export formatting issue where survey would not always export as XML
• Various confirmation dialogs have been added throughout the application and will appear when users attempt to delete objects from the application
• You can no longer manually lock a System Administrator account
• Resolved issue where editing text in a reminder email would not always save the updated text
• Resolved issue where using HTTPS would not allow you to make text changes to a survey
• Matrix header rows should now display properly
• Issues with printing a survey should now be resolved
• Adding a YouTube video to an item should no longer interfere with the addition of other items
• Aggregate and Display function of report items should now properly display “Other” answers for questions where the “Other” option was enabled
• Cross tab items should now report properly
• Exporting responses should no longer display first and last name unless specified to do so
• Copying an active survey, will now make the copied survey active as well
• Slider item will now render the “slider” when added to the same page as a HTML multi line editor item
• Universal Search page appearance and functionality should now be consistent with the rest of the application
• Searching for a survey will now allow you to move directly into the survey’s editor window from the Universal Search page
• All customizable application and validation text should now have default descriptions
• Report item sources should now display in the correct order when added to report items
• Updates to application “welcome text” values should now save properly
• All reporting items should now display percentages with two (2) decimal places
• Resolved many CSS related issues

Click here to view past release notes >>

CONTENTS:

• Unfiltered report example
• Generate Filter
• Apply Filter to Entire Report
• Filtered report example
• Apply Filter to Report Item
• Filtered report item example

View the Checkbox 5 Report Filters Guide >>

View all Checkbox 5 Documentation >>

1. Survey Creation: Configuring a new survey and adding a Radio Button Question Item to it.
2. Conditions: Creating a second page with an Open-Ended Multi-Line Text Item, and then applying a condition to the new item.
3. Style: Creating a new survey style with a logo header and applying it to the survey.
4. Invitations: Launching the survey and sending an email invitation to potential respondents.
5. Reports: Generating a basic report using the Report Wizard.

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