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