Create a Project

Part 7 of the Quick Start Guide that shows how to create a project

Create your own Project

Before proceeding, it is recommended that you read through the Project Designer tutorials to learn the basics of the Project Designer , Pages and Points .

This tutorial will guide you on how to create a project called, My Survey, which will be used for the following tutorials. A new project can be created from the web portal, using the Projects menu -> Create a Project . You will be prompted to set the basic information for the project including the name of the project and the folder where it will be located. When prompted, set the Project Title to My Survey and then click the Save new project button.

Web designer create a project menu
Web designer mysurvey create

Open in the Designer

Once the project has been created, you will be taken to the project's details view. You will see a status message at the top of the page that has a link to start designing this project . Click this link to open the project in the designer, or alternatively open the Project Design menu and click the Edit button.

Web designer mysurvey edit in designer

Creating the My Survey Page

In the Page List double-click on the Page 1 to rename this page to Survey and press enter to confirm the change.

Web designer mysurvey page caption

Adding a Point

In the bottom left of the designer window there is a Toolbox with a Points panel . Drag an Edit point from the Points Panel and onto the Design View for the My Survey page. Do the same for a Selection point as well.

Designer my survey drag points
Designer my survey dropped points

Configuring the Points

The Edit Point

Click on the Edit point to select the point. This will show the Edit point's properties in the Properties Panel on the right side of the designer window. Change the point's caption to Name . You will notice that the ID Name is automatically populated.

Designer my survey edit properties

The Selection Point

Click on the Selection point to select the point. This will show the Selection point's properties in the Properties Panel on the right side of the designer window. Change the point's caption to Gender .

Designer my survey selection caption

Now select the Items property where it says 0 entries which will open up the Items Editor . This is where you can add some predefined options that can be selected. Select the input where it says New Item and type Male . Press enter to confirm and start the next item. Type Female and press enter to confirm. Close the Items Editor by clicking the X at the top right.

Designer my survey selection items editor

Configuring the Project

Now you will have a project called My Survey with one page and two points where you enter the Name and the Gender of a person.

Now we are going to specify what columns should be used to display in the list of sessions on the mobile device and in the web portal.

In the Properties Panel , select the Project Properties tab and scroll down to the Session List Columns section.

Designer my survey slc tab

Now select the Session List Columns property where it says 0 column headings which will open up the Session List Columns editor . On the left, you will see a list of points that have been added to your project. Select the Name edit point and the Gender selection point to add them to the column headings. Now you have defined what columns will be used in the sessions list. Click the X at the top right to close the editor.

Designer my survey slc editor

Saving the Project

Now click the Save button at the top right of the designer window. This will save the changes to the current draft for this project. Draft changes will not be sent out to any linked devices, allowing you to make changes to your project without affecting devices out in the field. Learn about Publishing your project in the next tutorial.