Tree view menu and toolbar

When working in Question or Routing mode, the tree view will always be visible in a pane to the left of the main window. The tree view shows the variable elements of your questionnaire - specifically, questions, folders and loops - in the order in which they will be presented in the survey interview.

Contextual menu

A contextual menu containing a number of useful commands relevant to working in Question or Routing mode can be invoked at any time by right clicking on any item in the tree view. The commands available are shown in the table below. Several only apply to one mode, as indicated in the column "Modes". Any commands not available in the mode you are working in will be greyed out when the menu is displayed. Keyboard shortcuts are available for some options in the context menu, as indicated in the column "Shortcut".

Option	Shortcut	ModeS	Effect
Insert		Question	Used to structure a questionnaire into different parts. You can also use a chapter to provide comments for people designing the questionnaire, or to display instructions between questions for interviewers or respondents. See chapters for details.
Delete ^Multi		Question	A question allowing one answer to be chosen from a list of response items. See single-coded questions for more details.
Cut ^Multi	Ctrl+X	Question, Routing	Remove the selected element and place it on the clipboard.
Copy ^Multi	Ctrl+C	Question, Routing	Copy the selected element to the clipboard (without removing it).
Paste	Ctrl+V	Question, Routing	Paste the element currently saved on the clipboard.
Paste structure		Question	Allows you to impose the structure of a previously-copied question onto the selected question.
Freeze entry codes ^Multi		Question, Routing	Prevents entry codes from being reassigned when a new answer option in any position other than at the end of an existing answer list. Once a question has been frozen, entry codes will only change if you reassign them manually.
Library	Ctrl+L	Question	Open the Library of stored variables.
Add to the local library ^Multi		Question	Allows you to add the selected variable to the local library.
Add to the global library ^Multi		Question	Allows you to add the selected variable to the global library.
Import changes from other survey		Question, Routing	Allows you to import changes into a chapter or section of a survey from another survey containing similar questions. If the import is applied to a chapter, all questions, responses, routings and screens for in chapter will be imported, leaving the rest of the survey unchanged. If the import is applied to a question, or a sub-section in the tree containing several questions, such as a loop, the import will be restricted to that one question or to the questions within that sub-section. Questions are matched by shortcut and response items by their entry codes. Before the import is carried out, askiadesign indicates the changes it is about to make and the questions and response items affected, in a pop-up window, as follows: Questions added Responses added Questions deleted Responses deleted At this point you may accept the changes by selecting OK, or reject the changes by selecting Cancel. Note: Any existing data will be retained where questions or response items are simply being added. If any question or response is deleted, all corresponding data for that question or response will be removed. We recommend that you back up the survey before importing changes that result in any deleted questions or responses.
Import questions from platformOne		Question, Routing	For clients working with Platform One, a complementary panel and community platform that integrates with Askia, this option allows you to link questions in your Askia survey with questions defined in Platform One. When you attempt to import questions from Platform One, AskiaDesign checks if there are any questions already defined in your survey which are associated with Platform One. If not, you will be asked to select a community from a list of predefined communities. For more information in importing questions from Platform One, see the relevant sections for importing external data from Platform One for closed questions, numeric questions, date questions or open questions. Note: the location of the Platform One configuration file is defined within design options.
Expand all	Alt +	Question, Routing	Expand all elements that contain other elements so that all elements become visible in the pane.
Collapse all	Alt -	Question, Routing	Collapse elements in the pane so that only the top-level items are shown.
Select all	Ctrl+A	Question, Routing	Select all the items in the pane.
Revision History	Ctrl+H	Question	Show the Revision history of changes made to the questionnaire.

Option

Shortcut

ModeS

Effect

Insert

Question

Used to structure a questionnaire into different parts. You can also use a chapter to provide comments for people designing the questionnaire, or to display instructions between questions for interviewers or respondents.

See chapters for details.

Delete ^Multi

Question

A question allowing one answer to be chosen from a list of response items.

See single-coded questions for more details.

Cut ^Multi

Ctrl+X

Question, Routing

Remove the selected element and place it on the clipboard.

Copy ^Multi

Ctrl+C

Question, Routing

Copy the selected element to the clipboard (without removing it).

Paste

Ctrl+V

Question, Routing

Paste the element currently saved on the clipboard.

Paste structure

Question

Allows you to impose the structure of a previously-copied question onto the selected question.

Freeze entry codes ^Multi

Question, Routing

Prevents entry codes from being reassigned when a new answer option in any position other than at the end of an existing answer list. Once a question has been frozen, entry codes will only change if you reassign them manually.

Library

Ctrl+L

Question

Open the Library of stored variables.

Add to the local library ^Multi

Question

Allows you to add the selected variable to the local library.

Add to the global library ^Multi

Question

Allows you to add the selected variable to the global library.

Import changes from other survey

Question, Routing

Allows you to import changes into a chapter or section of a survey from another survey containing similar questions. If the import is applied to a chapter, all questions, responses, routings and screens for in chapter will be imported, leaving the rest of the survey unchanged. If the import is applied to a question, or a sub-section in the tree containing several questions, such as a loop, the import will be restricted to that one question or to the questions within that sub-section. Questions are matched by shortcut and response items by their entry codes. Before the import is carried out, askiadesign indicates the changes it is about to make and the questions and response items affected, in a pop-up window, as follows:

Questions added
Responses added
Questions deleted
Responses deleted

At this point you may accept the changes by selecting OK, or reject the changes by selecting Cancel.

Note: Any existing data will be retained where questions or response items are simply being added.

If any question or response is deleted, all corresponding data for that question or response will be removed. We recommend that you back up the survey before importing changes that result in any deleted questions or responses.

Import questions from platformOne

Question, Routing

For clients working with Platform One, a complementary panel and community platform that integrates with Askia, this option allows you to link questions in your Askia survey with questions defined in Platform One.

When you attempt to import questions from Platform One, AskiaDesign checks if there are any questions already defined in your survey which are associated with Platform One. If not, you will be asked to select a community from a list of predefined communities.

For more information in importing questions from Platform One, see the relevant sections for importing external data from Platform One for closed questions, numeric questions, date questions or open questions.

Note: the location of the Platform One configuration file is defined within design options.

Expand all

Alt +

Question, Routing

Expand all elements that contain other elements so that all elements become visible in the pane.

Collapse all

Alt -

Question, Routing

Collapse elements in the pane so that only the top-level items are shown.

Select all

Ctrl+A

Question, Routing

Select all the items in the pane.

Revision History

Ctrl+H

Question

Show the Revision history of changes made to the questionnaire.

Note: All contextual menu options shown above with the designation Multi can be applied to several items at once. To make a multiple selection, select the first item with a single left mouse click. Select further items using either SHIFT+LEFTCLICK to expand the selection over a group of neighboring items, or use CTRL+LEFTCLICK to select further items individually. All selected items in the tree will be highlighted. When your selection is complete, ensure that the mouse pointer is over one of the highlighted items, click the right mouse button to bring up the contextual menu and select the option you wish to apply. Take care to release SHIFT or CTRL before executing the final right click.

Toolbars

Question tree toolbar

There is a toolbar at the top of the tree view In question mode and routing mode that contains the buttons shown below.

Button name	Description
Transform the item to a chapter	Changes the currently selected `question` or `loop` item into a chapter.
Transform the item to a question	Changes the currently selected `folder` or `loop` into a question.
Transform the item to a loop	Changes the currently selected question or folder item into a loop.
Move up	Move the selected item upwards in the tree. This allows you to rearrange the sequence in which questions will be presented to the survey participant.
Move down	Move the selected item downwards in the tree. This allows you to rearrange the sequence in which questions will be presented to the survey participant.
Move left	Outdent the item so that it is no longer nested within the item above it. This only applies to items which have previously been nested within another item.
Move right	Indent the item so that it is nested within the item above it. This is especially useful when moving items into a chapter or a loop that you have created.
Insert a new variable	Add a new question immediately above the currently selected item in the tree.
Delete variable	Delete the currently selected item or items. You will be prompted to confirm that you wish to delete the selected item(s).

Button name

Description

Transform the item to a chapter

Changes the currently selected question or loop item into a chapter.

Transform the item to a question

Changes the currently selected folder or loop into a question.

Transform the item to a loop

Changes the currently selected question or folder item into a loop.

Move up

Move the selected item upwards in the tree. This allows you to rearrange the sequence in which questions will be presented to the survey participant.

Move down

Move the selected item downwards in the tree. This allows you to rearrange the sequence in which questions will be presented to the survey participant.

Move left

Outdent the item so that it is no longer nested within the item above it. This only applies to items which have previously been nested within another item.

Move right

Indent the item so that it is nested within the item above it. This is especially useful when moving items into a chapter or a loop that you have created.

Insert a new variable

Add a new question immediately above the currently selected item in the tree.

Delete variable

Delete the currently selected item or items. You will be prompted to confirm that you wish to delete the selected item(s).

Although this toolbar is visible when working in routing mode, it is inactive until you select question mode.

As an alternative to the Move up, Move down, Move left and Move right arrow buttons in the toolbar, you may also using drag and drop to re-sequence items in the tree. To move a single item, click and drag it to a new position in the tree, releasing the mouse button when the new location has been reached. If moving a group of items, click once to select the first item, then Shift+Click to select the last item in the group. Click again in the selected area and drag to a new position in the tree.