If you are currently running Checkbox 5.4.2, your account is scheduled to be upgraded automatically between 6am and 9am EST. Each account takes an average of 2-3 minutes to upgrade. Please be aware, that if you attempt to create or edit a survey while your account is being upgraded, your changes may be lost.

We will post a note in the Customer Messages section of your application if there are an changes to the schedule and when the upgrade is complete.

Thanks for your continued business! - The Checkbox Team

Version 5.4.3 Release Notes

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

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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Visit our Resources page for more Checkbox 5 training videos >>

Checkbox 5 Permissions Guide – Updated screen shots reflect the Checkbox 5.4.1 User Interface. This document walks users through the process of configuring basic security settings and advanced ACL permissions.

Contents:

• Checkbox Permissions
• User Roles
• Basic Survey Security
• Advanced Permissions
  • Access List
  • Add Users/Groups to Access List
  • Default Properties
• Permissions Diagram
• Common Permissions Scenarios
  • Add Users/Groups to a Survey ACL
  • Add Users/Groups to a User Group ACL
  • Add Users/User Groups to a Report ACL
  • Configure Permissions of a Folder to Allow non-ACL Access
• Response Options & Limits
• Resume & Edit Options
• Set Response Time frame
• Permissions Review

Checkbox 5 Survey Creation Guide – Updated screen shots reflect the Checkbox 5.4.1 User Interface and redesigned Survey Dashboard. This How-To Guide walks new users though the process of creating a simple survey, adding a Question Item to a page, and returning to the Survey Dashboard.

Contents:

• Create New Survey
• Initial Survey Configuration
• Survey Editor
• Add Survey Item
• Survey Item Wizard
• Item Editor
• Survey Dashboard

View all Checkbox Documentation >>

The 5.4.1 update is now available to both Server and Online customers on version 5. Checkbox 5 Online customers have been automatically updated to the most recent version. Server customers can access the 5.4.1 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).

New Features:

• Mobile Styles – New Mobile Styles allow Checkbox users to create survey style templates specific to mobile devices and tablets. The application now detects which device-type (PC, Tablet or Smartphone) a respondent is taking a survey on and chooses the appropriate default style template automatically. This drastically improves survey-taking for respondents on the move. There are three survey style options:
  • Standard Devices (PCs)
  • Tablets (iPad and Android tablets currently tested and supported with more devices to be added soon)
  • Smartphones (iPhone and Android currently tested and supported with more devices to be added soon)

Set a default survey style for each device from the Survey Dashboard under Configure>>Appearance, or when creating a new survey.

• Available Surveys – The Available Surveys, an option previously available in version 4.7, has been reintroduced in Checkbox 5.4.1 to offer respondents an easier way to access surveys.  This feature allows known or anonymous users to view any active surveys with a public default permission policy. Users will be shown a list of all available surveys in one convenient window. In addition to Available Surveys, we have created a new Available Reports page that will also be available to known or anonymous users who wish to view all reports with a public default permission policy.

To share these surveys/reports with users, simply add /availablesurveys.aspx or /availablereports.aspx at the end of your account’s custom URL.

• Password Restrictions – Enhanced Password Restrictions allow System Administrators to set:
  • Set minimum log-in password lengths
  • Set minimum non-alphanumeric characters on log-in passwords
  • Enforce these password restrictions globally (when global option is not selected, restrictions apply to public registration only).
• 
  Password Restrictions can be found under Settings>>System Settings>>Users and Security
  

 

• Lock-out Options – New Lock-out Options offer System Administrators the ability to set a maximum number of consecutive failed login attempts.

Lock-Out Options can be found under Settings>>System Settings>>Users and SecurityIn addition to setting a maximum number of failed login attempts, System Administrators now have the ability to manually lock/unlock users from login: 


Manual Lock-Out can be applied in the User Manager within an individual user profile.

• HTML Multi-Line Text Editor – The new HTML Multi-Line Text Editor is an optional feature that improves response quality by offering respondents the ability to add basic HTML formatting to their multi-line responses. In addition, survey creators can now add basic HTML formatting to the Multi-Line default text.
  

• Global Time Zone – With Checkbox 5.4.1, users can now apply a Global Time Zone to their application to reflect a preferred regional time. Previously, the time application time zone was determined by the location of the server hosting the Checkbox account.

Time zone settings can be found under Settings>>System Settings>>System Preferences>>Global Settings

System Administrators will now see the following message upon login if the Global Time Zone has not been set for their account yet:

Issues Resolved:

• System no longer crashes when attempting to edit a style with certain parameters
• Resolved issue where Firefox would prevent saving of Question / Description text on items
• Resolved various issues related to caching
• Slider Item data will now exist in reports generated via the report wizard
• Slider Item data will now exist in email response items
• Resolved issue where default report policy was not saving properly
• Resolved issue where Matrix Row Order did not save properly
• Resolved issue where users could not manage permissions of the “Everyone” user group
• Resolved inability to delete a page when there was a branch or condition attached to it
• Matrix alias values can now be saved
• Increased security with style edit options
• Email Response item no longer missing conditions
• Resolved issue where images were being removed when a user upgraded from 4.7 to 5.X
• Resolved issue where save/exit buttons did not appear on the edit invitation dialogs
• Message Area no longer missing from Email Response items
• Custom URLs can now be copied without difficulty
• Group names now contain the character “-“
• Fixed issue with setting default response export options
• Resolved issue where Checkbox would attempt to send invitations to 0 (zero) users
• Numerical Slider items and Value Slider items now have more consistent formatting
• There is now a preview of a slider item in the add item dialog window
• Resolved issues with the Create New Report dialog window
• Resolved several CSS related issues

Checkbox Online customers have been automatically updated to the most recent version. Checkbox Server customers can access the 5.3.2.15 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).

Cumulative 5.3.2 Release Notes from version 5.3.2.12 to 5.3.2.15:

Version 5.3.2.15:

Issues Resolved:

• Per-Item Score is missing form Response Details
• Unable to move items in a survey that were used as the source for conditions
• Users that contained both the roles Survey Administrator and Report Administrator could not view or generate reports
• Fixed the issue with inability to resume in-progress response from Response List shown to users when enable resume / enable edit shown

Version 5.3.2.13:

Issues Resolved:

• Unable to load surveys containing Email Response items.
• List of users does not show all pages in some cases when Active Directory integration is enabled.

Version 5.3.2.12:

New Features:

Redesigned survey dashboard makes it easier to view and change your survey settings.

New Slider Question Item lets respondents easily pick a value from a large number range, or choose from a list of values.

All text associated with a survey can now be customized on a per-survey basis. This includes activation messages, permissions messages, login prompts, and any other text that will be shown to a respondent.

Issues Resolved:

• Fixed many CSS related issues.
• Added option to chart appearance properties to control whether options shown in alphabetic or survey order.
• Fixed issue where image items were missing or could not be created after upgrading from Checkbox 4.
• Resolved matrix header row issue caused by upgrade from Checkbox 4.
• Fixed issue where Native SPSS export did not contain response data for some questions.
• Fixed export/import errors for surveys containing conditions/branching based on answers to children of matrix questions.
• Substantially improved “Import User” performance.
• Increased survey title input length.
• Resolved issue where customized button texts were only used on the first page of the survey.
• Fixed errors that prevented “Survey Administrator” users from adding Users and Groups to invitations.
• Cleaned up display of user dashboard to ensure user properties are shown in the proper locations.
• Resolved issue where it was not possible to add entries to Survey ACL in the “Advanced” security editor.
• Added “Delete All Members” option to user group dashboard.
• Fixed issue where header and footer of style templates were not shown in reports.
• Resolved issue where survey preview page includes extraneous CSS that caused appearance differences between preview and actual survey.
• Completion page now shown in survey preview.
• Fixed issue where self-registration page showed an error and does not allow users to render.
• Resolved issue where some upgraded matrix questions with subheading rows displayed errors when rendering.
• Now able to upload images to Image survey item after upgrading.
• Resolved issue where upgraded Image survey items showed broken image links instead of the intended image.
• Fixed issue where validation logic for email addresses added to invitations did not allow adding addresses containing periods before the “@” in some cases.
• Responses grid no longer empty in the Invitation Dashboard
• Fixed issue where when “Validation Alert Popup” is enabled, the alert is shown once per invalid item.
• Now able to add single line text item to upgraded matrix items.
• Configured “Welcome Message” is now shown on the default page.
• Configured “Site Name” is now used for title element in the application.
• Question items can no longer be added to the “Completion” page.
• User dashboard correctly reports group memberships instead of displaying “User Is Not a Member of Any Groups” regardless of actual group membership.
• Warning added when sending invitation for an inactive survey.
• Resolved issue where invitation options from survey launch wizard show when email is not enabled.
• Fixed display issue in remove recipients from invitation dialog.
• Added paging controls to style list.

CONTENTS:

• Enter Report Wizard
• Configure & Generate Report
• View & Run Report From Survey Dashboard

View the Checkbox 5 Report Wizard Guide >>

View all Checkbox 5 Documentation >>