Survey Platform

Hi all, I’m designing a survey where I need to add N/A checkbox option everywhere. For the most part, they are numerical text entries or form or constant sum type questions. I’m not sure how to code script for each one such that if its selected, the textbox empties or becomes inactive. I tried with a matrix but couldn’t get the validation right.  Please help.Thanks!

Hi All, I’m having trouble with branching in survey flow.Please see attached image"Branching from “Current Device” block to another block at the end of the branch isn't working.("If Do you want to use your Smartphone for both tasks (one device) or use two devices? (e.g., Smartph... Option A: Use Smartphone for both tasks Is Selected") is branched to:Show Block: A: Smartphone Only (but it doesn't) once this question is answered it just continues with the questions in the Current Device block. (it doesn’t seem to like to jump out of the branch to a new block in the flow for me).Any help would be really awesome, thanks all :DNote 1: Was it something I had to sort in builder (like display logic or skip logic)? I’ve added some requirements but only forced choice.Note 2: Also, yesterday i wasn’t selecting the right questions for it to go to the right block, but the questions numbers are set up properly today I believe.  

Hello,  Is there a way to apply weights to questions?My colleague and I have built a survey to measure performance as it relates to  certain KPIs for vendors. In our survey, each of the 5 KPIs we are measuring has its own block,  each containing 3-4 questions with multiple choice answers. I understand there is the ability to apply weight after the fact; however, I am looking for a way to apply weights to the questions themselves before responses are gathered. For example: the KPI with it’s related questions in block 1 would carry more importance (weight) than the questions in blocks 2-5 or vice-versa. The idea being that we could apply weight to the questions, but also not have answers in one of the other block be skewed in overall survey results. Any insight would be greatly appreciated - thank you! 

Hello everyone,I’m building a survey for people in which I combined (coalesce) fields together, since we are asking similar questions at 2 moments on the survey. The way it’s built, respondents will answer either one or the other of the 2 questions assessing the same thing.I already coalesced questions together into new fields. However, in the dashboard, I would like to show global scores for all coalesced fields from a dimension (e.g. a score for Satisfaction with activities which would be the average of Coalesce1, Coalesce2, and Coalesce 3, which are all combinations of questions on satisfaction with activities).I thought combining the coalesced fields together with the formula function would work, but I don’t see my coalesced fields in the field selection. Have any of you ever done something similar? I would appreciate guidance on this. Thank you!

If the condition set 1, “DivisionName=Alpha” is false will it them skip over the email, T-ID3, and look to see if it meets the next condition set, 2, and continue in that fashion OR once a condition set is not met will the workflow stop at that point? 

HELP I just do not see on this thread or understand or I am missing something here. I created survey field using date picker calendar as described in numerous places to get a date field entered into the survey.In the data window or creating a filter etc, it is recognized as a text field and not as a date. I need it to be a recognized date not a datetime just a simple mm/dd/yyyy date so that it can be used within qualtrics reports as filter. TIA

I need to send back embedded data using https://api.qualtrics.com/2ced5de7dc638-start-an-update-embedded-data-job#response-body  I have all of it on excel. Is there an easy way to transform the excel to the formate requested here without being a JSON knowledgable or other coding options?@Nam Nguyen maybe you have an idea? I tried an online tool that transformed the excel to JSON, but the issue is that in between there’s a need to have this line for exmple  "embeddedData": {, and extra } at the end…  Is there something I’m missing that works well? 

Hi there, My survey has been out for roughly a week now and I’m not sure why this message is coming up every time I want to view the data on my dashboard. This is happening with a few sections of the survey and I’m even seeing questions that shouldn’t be in there (i.e ones I’ve deleted). I am however, seeing the data reflected when I export a CSV from the Data & Analysis tab so I know that the survey itself is still recording it. Just not sure why it’s not reflecting on my dashboard. Can anyone please help? 

Hello, I’d like to create a survey that upon completion emails to the respondent with not only the overall score, but with a score for each question. For my test survey I have set it up with scoring and throughout the survey and at the end it tells the respondent what questions are correct, incorrect, and what the overall score is. However, when the survey is completed and my workflow sends an email out, the response summary shows the overall score and the chosen answers to each question, but does not say if a chosen answer for each question was correct/incorrect like it does as the respondent completes the survey. Is there an option I am missing in my workflow? Can I get around this by using piped text instead of the response summary (I don’t see any scoring options in the piped text menu of the email body)? Thanks in advance.

Hi I would like to mass delete in a certain project survey responses that I don’t want to keep (partial that was not suppose to be kept). Is it possible to do from the API as we’re talking about running a script based on specific terms… Thanks

I'm experiencing an issue where new responses in my Qualtrics survey no longer have unique values in the id column. This issue began on October 22, 2024, and until that date, every response included a unique ID as expected.Older responses collected before October 22 do have unique ID values in the id field, so I'm unsure what might have changed in Qualtrics to cause this. Could there be a setting that was unintentionally changed, or is this a known bug? 

Is there a way to add a comment section to questions of any type, just in case a responder wants to same something about a specific question? I see other people saying to add an optional text response after making a choice (i.e. after selecting one option in a multiple choice question), but I would prefer to have one spot only per question (instead of after every individual choice) where people can comment if they choose to. Thank you for your help!

Hey, I’m building a questionnaire for my masters thesis using qualtrics and I’m having some difficulties in the coding area (as I know nothing about the matter lol)As of right now, I am trying to come up with a code that can do the following:If a respondent selects, on column number one (i.e., “Fantasia”) the answer “Nunca fantasiei com isto”, I would like for column number two (i.e., “Período Temporal da Fantasia”) to be blocked, as the respondent will have no need to answer that column.The same logic should apply to column number three (i.e., “Atividade”); meaning, if on that column, the respondent selects the answer “Nunca fiz isto”, I want column number four (i.e., Período Temporal da Atividade) to be blocked, since the respondent will have no need to answer that column as well.  You can see the visuals on the images below!I appreciate every help I can get :)  

I’m developing a survey that, among other things, aims to understand family income levels. Respondents are all over the country and we are using the HUD income levels. The HUD public housing program uses a combination of geography (housing authority) and household size to determine the thresholds for very low, low, and medium income. So for example, in the Boston area, a 2-person household is considered “very low income” if the household income is less than $65,300 / year; > $65,300 / < $104,200 is considered “low income”; and > $104,200 / < $130,600 is considered medium (again, all for a 2-person household). There are different thresholds for 3, 4, 5, 6, 7, and 8 person households, and for each geography (there are 39 different geographies in my survey). Rather than creating 39 * 7 = 273 different questions with varying income thresholds and using display logic, is there a way to upload the thresholds and use some kind of logic to pull them into the answer choices?

Is it possible to add a check box next to a statement on a matrix question? I have tried to do this using html code <input type="checkbox"> and it is showing in the edit survey view (see image below) but it does not show when I publish and view the survey properly. I also need to add some checkboxes at the start of a section of questions, and again have tried doing this using the html code on a text/graphic and it is showing in the edit survey view (see below) but not when I view the actual survey.  I am a complete noob and have never used the javascript or embedded data before but have seen both of these things mentioned in responses to other similar questions so I am not sure if I need to use these. Is anyone able to help with this? Edit: I have now changed the layout to Simple and the checkboxes are now visible. Do I need to do anything else to ensure that the checkboxes record data?

I've created a survey that needs to have its questions asked in a particular order. However, the results I get from that survey get uploaded to a different platform that requires the question data to be re-ordered.For example: The survey asks questions in numerical order (Q1, Q2, Q3, etc.) but the second platform requires a different question order (Q2, Q3, Q1, etc.).Rather than downloading all the data and then manipulating it myself, is there a way to tell the Qualtrics Survey Platform what order I'd prefer the results to export in without having to change the order of the questions in the survey itself?

Hello!I´m trying to bring a list from a Webservice (via OAuth) into a SDS (as input for an autocomplete question).Problem: Input via Webservice didn´t count as a data source for the “load into SDS”-Task. So I have to close these Gap between “Webservice Task” → … → “Load into SDS Task”. I tried different approaches but coudn´t find a path. Do you have an idea?Thanks for all your help oder advices! KRClemens

Hi All,I am integrating Qualtrics with Zoho CRM, and the access token in Zoho CRM is valid for only one hour. I used their refresh token mechanism to create a new access token, setting up a time-based workflow to retrieve a new token every hour. The workflow is working perfectly.I need to store the new access token in the Survey Flow or as embedded data so that my other workflows can consume it. Could you please let me know how to achieve this? 

Hi thereI wondered if anyone can help me.I want to make a few changes to my active survey.  I have already collected quite a lot of data.These are the changes:Change the wording in 2 questions - remove some words from questions ( but not deleting an entire question) Add an additional choice to a multiple choice questionWill these changes affect/delete the data I’ve already collected?Thank you for any advice.

Hi all, I’m new here!  I tried to see if anyone else has raised this query before, but cannot find anything on the Community, nor any Qualtrics help docs.  This leads me to think that perhaps it’s a very easy fix, and I’m hoping someone can put me out of my misery! We have existing survey responses set up in Qualtrics, linked via API to Salesforce.I have created a new custom field in Salesforce and need to map it to the existing survey response workflows in Qualtrics.When I open the existing workflow and task, ‘Add new field’ and select the ‘Find field name’ dropdown, I cannot locate the new Salesforce field in there.It’s like I need to refresh the schema so that Salesforce can sync all the available fields to Qualtrics and therefore pickup the new field.  How do I do this?The workflow is already active, so I would have thought this would have somehow already synced. I should add, I managed to add the new field into our SF UAT environment and map it to our UAT survey mapping in Qualtri

Hi, I am looking for a solution to add a custom date validation in the text entry. The validations date format is mm/dd/yyyy or dd/mm/yyyy or yyyy/mm/dd. I am looking for a way to validate so entries only list MM/YYYY (without any day). Any suggestions? 

I want to find and display in a report the gap (in percentage) between the means of two Likert scales. The scales are identical except for the question wording (Example: What is the current state of this? and What is the future state of this?Is this possible?

Hello!I have a forced response question that has several options/assertions that I want to be rated on a scale of 1 to 7. I have added a final option/assertion that is called “other”. As I say, this question has the forced response, but I don't want the “other” option/assertion to be forced, as it forces you to put anything in order to continue. It is an optional statement that can only be used optionally if the respondent comes up with something different. Thank you very much for your help!

Hi, I couldn’t see this issue anywhere else, apologies if it is! We had a recent leaver who had a few workflows under his name, and when we turned these on, the ones that involved sending out an email were failing at the email send point. Copying the workflows & deleting the old fixed the problem, but we haven’t experienced this issue before with other leavers so was wondering if it was related to account settings. Our understanding is that processes owned by leavers should be transferred to the account admin on deactivation of an account? Does anyone have any thoughts on what happened this time?

Hi,I'm looking for a solution to a challenge – maybe some of you have similar experiences and can share ideas on how you handled it.For business users who won't be checking the Qualtrics dashboards daily, I need to prepare a cyclical report.I noticed that in the survey settings, there’s a tab for reports where the appearance and content can be customized.The challenge is that I’d like to export an NPS score in the report, calculated for a specific date range (from the 8th of one month to the 8th of the next month). Is there a way to set this up?It’s important that such a report is exported because, under the "right to be forgotten" law, a user who requests to be forgotten is deleted from the database, along with all their associated surveys. This impacts the NPS score. That's why I need a cyclical, in a sense "frozen" report.   4o