Add Drop-Down Questions

What is a Drop-Down Question? #

A Drop-down question allows you to select an answer from a drop-down list.

  • Create a custom list or choose from 3 pre-made lists available in the editor (e.g., Countries, US States, or Canadian Provinces).
  • Drop-down questions are not scored and cannot be assigned to types.
  • Drop-down questions can collect qualitative and demographic information from respondents.

Create a Drop-Down Question #

Start by entering the Assessment Generator editor.

First, select the “Edit” link in the menu underneath your assessment.

Edit assessment

Then click on the “Questions” tab at the top of the page.

assessment questions page

Click on the “Add Question” button.  

Add assessment question

Alternatively, you can mouse over any existing questions and choose either the “Add Above” or “Add Below” links. These links will add your new question either above or below your existing question.

Then select “Drop-down Menu” from the list and click “OK.”

Select Drop-down Question Format

Enter Your Question #

Enter your question in the editor window and adjust the styling as desired.

Drop-down Question Editor Window

You can also include an image, video, symbols, and tables with your text.

Select Your Drop-Down List #

Next, select your list from “Choose list to show in drop-down.” Add a “Custom List” or choose from one of the 3 pre-made lists.

Choose list to show in drop-down menu

Enter Field Prompt #

After you make your choice, you can enter a phrase that refers to the drop-down list under “Field Prompt.”

Dropdown menu field prompt

This phrase will show in your assessment at the top of the drop-down menu to prompt respondents to click on it and select an item from the list. The default text here is “Select an item.”

Enter Custom List Items #

If you’ve selected “Custom List,” a window will appear where you can enter a list of menu items. Enter your items separated by commas.

Comma separated list of dropdown items

Offer Fill-in the Blank #

Enable this setting to offer a blank field when a respondent selects a certain menu item.

Provide a freeform text entry field

When you do so, additional settings are available.

Freeform text entry options

Select the item from your list (where you want to offer the text entry field) from “Show text entry for item.”

For example, in the list of colors above, you might want your respondents to enter their answer if they select “Other” from the drop-down list.

Next, enter a prompt for this text entry field.

Finally, you can select whether you want to offer a one-line “Short Entry” field or a larger “Text Box” field.

Assign Question to Section #

In the “Setup” tab, you can configure your assessment to display your questions by section. If you’ve done so, you’ll see a setting here to assign your question to one of your sections.

Assign Assessment Question to Section

Please note that sections control how questions are separated visually during the assessment. Sections do NOT affect scoring.

  • For Type or Multi-Type Assessment: To set up types or categories for scoring, create types on the “Types” tab. Learn more about types.
  • For Simple Assessment: If you need to create multiple categories or types and provide a separate score for each, please create a Type or Multi-type assessment.
    • We can help you convert your Simple assessment into a Type or Multi-type one. Please contact us for assistance.

Assign a Question Identifier #

This optional field enables you to reference the answer to a question.

Assign a Question Identifier

This field can display a respondent’s answer in the assessment results by invoking it as a merge code.

You can also use the question identifier to pass the answer through a webhook or Zapier integration to an outside application.

Question Required Setting #

Scroll down to see where you can require the respondent to answer the question.

Assessment Question Required Setting

If this box is unchecked, this question is optional, and the respondent can proceed to the next question without answering it.

Question Enabled Setting #

Next is the “Question Enabled” setting. Each question that you create will be enabled by default. You can disable individual questions in your assessment by unchecking this box.

Assessment Question Enabled Setting

Disabled questions will not be presented in your assessment.

Optional Question Notes Field #

Finally, there’s an additional text window where you can add notes that will appear below the question in your assessment.

Assessment Question Notes Field

You can also present your “Question Notes” with assessment results when you enable the “Show questions and responses” setting for the “Edit On-Screen Results,” “Edit Emailed Results,” and “Edit PDF Report” settings on the “Results” tab.

Save Your Question #

When you click the “Save” button to store your question settings, you are returned to the “Questions” tab, where you can see your recently-added question.

Example Drop-down Question

 

Please review the rest of the User Guide to learn more about our software.

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