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Homepage / Doc / How to Create & Use Question Libraries

How to Create & Use Question Libraries

The Library Manager allows Checkbox users to store frequently used survey items in a safe location for use in future surveys. Instead of creating the same item multiple times for different surveys, users can simply pull a saved item from an existing library. This document provides an overview of the Library Manager, including the creation and application of library items.

CONTENTS:

  • How to Create a New Library
  • How to Add an Item to a Library
  • How to Apply a Library Item to a Survey
  • Library Permissions

How to Create a New Library

To enter the Library Manager, select Libraries from the main menu at the top of the application.

To add a new library, select +Library at the top of the library navigation pane.

NOTE: Hovering over +Library will give you the option to import a library from an .XML file.

newlib

 

When the Create Library window appears, name your library. Adding a description is optional.

Save your library to return to the Library Manager.

The new library now appears in the library navigation pane.

media_1368113888674

 

 

navpane


How to Add an Item to a Library

Library items can be added to a library three ways:

  1. By creating the item from scratch
  2. By adding an item from an existing library
  3. By adding an item from an existing survey

Select Add Item to reveal item creation options.

screen-shot-2016-12-29-at-2-10-21-pm

 

1. Add an item from scratch:

On the item selection window, select the Add New Item tab and select an item type from the options provided. Choose from:

  • Question Items
  • Display Items
  • Action Items

 

Configure the item as you would for a regular survey item and save your changes.

qsave

 

 

 

2. Add item from existing library:

On the item selection window, select the Copy From Library tab and select an existing library from the drop-down list. If there are no other libraries, only your library will appear in this list. If there are other libraries, selecting one will display the survey items within that library.

Check the box next to each item you wish to copy to your library. Then select Next to copy these items to your library.

CopyFromLib

 

After copying the items to your library, you may either exit the wizard to return to your library or restart the wizard to add more items to your library.

screen-shot-2016-12-29-at-2-18-02-pm

 

 

 

3. Add item from existing survey:

On the item selection window, select the Copy From Survey tab to display a list of available surveys.

To view the contents of a survey, select the corresponding Show Items icon.

screen-shot-2016-12-29-at-2-21-06-pm

 

Check the box next to each item you wish to copy to your library. Then select Next to copy these items to your library.

media_1369073446460_lg

 

After copying the items to your library, you may either exit the wizard to return to your library or restart the wizard to add more items to your library.

screen-shot-2016-12-29-at-2-27-40-pm


How to Apply a Library Item to a Survey

To add a library item to a survey, select Add Item from the desired page on the survey editor navigation pane.

media_1369073736685

 

On the item selection window, select the Copy From Library tab and select an existing library from the drop-down list.

Check the box next to each item you wish to copy to your library. To select all items, check the first box at the top of the item list.

Select Next to copy these items to your survey.

media_1369073893488_lg

 

 

After copying the items to your survey, you may either exit the wizard to return to your survey or restart the wizard to add more items to your survey.

media_1369074019672_lg


Library Permissions

header

Library permissions are configured within the Library Manager.

Select the library you wish to configure permissions for from the navigation pane on the left.

Then, expand the Library Actions menu or the right and select Permissions.

permissions

 

 

To add users to the library’s ACL, open the Add Users/Groups to Access List tab.

Select desired user/group from the list of available users on the left to add them to the library’s ACL box on the right.

 

media_1369074814489_lg

 

To configure the permission level of the newly added user/group, return to the Access List tab. Select user/group to view/edit permissions.

Be sure to save your changes before exiting the permission editor.

 

 

media_1369075086725_lg

 

A universal permission setting can be configured on the Default Policy tab. The default policy is the permission setting for any user not specified on the library’s ACL.

Be sure to save your changes before exiting the permission editor.

 

media_1369075196931

 

This section is currently under construction. Any documents that appear blank will be populated as soon as possible. If you have any questions or need assistance with something that is not currently documented please feel free to submit a support ticket and we will be glad to assist you.
October 12, 2017

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide
    • Quick Start: Create a Simple Survey
    • Quick Start: Apply a Style to your Survey
    • Quick Start: Basic Conditions
    • Quick Start: Distribute Your Survey
    • Quick Start: View Responses & Reports
    • Checkbox Browser and Hardware Requirements
    • Checkbox Online Survey Glossary
    • Checkbox 30-min Demo
  • Survey Creation & Settings
    • Guide to Checkbox Question Types
    • How to Set Response Limits
    • How to Validate Response Text
    • How to Create & Use Question Libraries
    • How to Create & Edit a Slider Question
    • How to Create and Edit a Rank Order Question
    • Using Question and Answer Aliases
  • Survey Style & Branding
    • How to Brand Your Survey with Style Templates
    • How to Create Custom Mobile Templates (Server Only)
  • Logic, Merging, Action Items
    • How to Add Conditions & Branching/Skip Logic
    • How to Merge/Pipe Text into Surveys & Invitations
    • How to Trigger an Automatic Email
  • Security & Permissions
    • How to Set Permissions on Your Surveys & Folders
    • Report Permissions Guide
    • Overview of Checkbox Permissions
    • How to Use Resume + Save and Exit
  • Advanced Survey Features
    • How to Create Hidden Items (Query String Variables)
    • How to Embed a Video in Your Survey
    • How to Create a Scored Survey
    • How to Create Multi-language Surveys
  • Creating & Managing Users
    • Managing User Roles
    • User Roles Cheat Sheet
    • How to allow Admin Users to See/Manage Other Users
    • How to Import Users into Checkbox
    • How to Create Custom User Profiles
    • How to Update User Profiles with Survey Responses
  • Survey Sending & Sharing
    • How to Share your Survey via Email
    • How to Add Recipients to an Existing Invitation
    • How to Schedule Invitation Reminders
    • Your Email Footer and CAN-SPAM
    • How to Embed a Survey in your Website
  • Responses, Reporting & Exporting
    • How to Export Your Survey Responses
    • How to Create a Quick Summary Report
    • How to Use the Report Wizard
    • How to Create a Custom Report
    • Guide to Checkbox Chart & Graph Types
    • How to Filter your Reports
    • How to Create a Cross-Tab Report
    • How to Display “Other” Responses in Reports
    • How to Create Multi-Question Charts
    • How to Group Open-Ended Questions in a Report
    • How to Give a User Access to Edit/Delete Responses
    • Help with Special or Multi-Language Characters in Excel
  • FAQs and Other Guides
    • Checkbox Survey & GDPR Compliance
    • Checkbox Survey Security
    • Survey Accessibility & 508 Compliance
    • Guide to Editing Live Online Surveys
    • 12 Tips for Creating your First Online Survey
    • 8 Tips for Maximizing Online Survey Responses
    • Sending Automatic Thank You Emails

 

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