Editor Panel – Designer Tab

After you create a questionnaire—either manually or by importing a supported file—you are automatically redirected to the Editor Panel.You can also access the Editor Panel by clicking the questionnaire name in the questionnaire list. The Designer tab is the main workspace for building, editing, and configuring your questionnaire. From this tab, you can add and organize questions, configure questionnaire behavior and appearance, define conditional logic, manage quotas, estimate the Length of Interview (LOI), generate Text-to-Speech (TTS) audio, and prepare the questionnaire for data collection. Whether you are creating a simple customer feedback survey or a complex multilingual market research questionnaire, the Designer tab provides the tools you need to create and manage the questionnaire from a single workspace.

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Designer Tab Layout

The Designer tab is divided into four main areas:

• 1.Top Toolbar – Provides quick access to questionnaire management tools, collaboration, quotas, search, preview, versions, export, and other actions.
• 2.Question Library (Left Panel) – Contains the available question types that you can add to the questionnaire.
• 3.Questionnaire Canvas (Center) – The main design area where you add, edit, arrange, and organize questionnaire pages and questions.
• 4.Properties Panel (Right Panel) – Displays settings for the questionnaire, page, or question currently selected.

The contents of the Properties Panel change depending on what you select in the Questionnaire Canvas.

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Top Toolbar

The Top Toolbar provides quick access to frequently used questionnaire management and design tools. The available tools include:

• Overview
• Team
• Quota
• Preview
• View in VoxDash
• Export
• Versions
• Lock/Unlock Questionnaire
• Search and Filter
  • Search
  • Sections
  • Mode
  • Language
  • Screener

Each tool serves a different purpose in the questionnaire development workflow.

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Questionnaire Overview

The Overview panel provides a high-level summary of the questionnaire and helps you quickly understand its structure and configuration. The panel displays key statistics such as:

• Total number of questions
• Question types used
• Number of tagged questions
• Number of questions containing logic
• Other questionnaire-related metrics

Each statistic is displayed as an interactive card. Clicking a card automatically filters the questionnaire and displays the questions associated with that statistic. For example, you can quickly find:

• All Radio Button questions
• All Demographic questions
• Questions containing conditional logic
• Questions with validation rules
• Questions assigned specific tags

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When to use Overview

The Overview panel is particularly useful when working with large questionnaires. Instead of manually searching through every page, you can use the statistics to identify specific types of questions or configurations that require review. For example, before publishing a questionnaire, you can use Overview to identify questions containing logic and review them for potential configuration issues.

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Team

The Team section allows you to collaborate with other users by granting them access to the questionnaire. Depending on their assigned permissions, team members may be able to:

• View the questionnaire
• Edit questions and settings
• Review questionnaire content
• Participate in questionnaire development

Team permissions determine which actions each user can perform.

For detailed information about managing questionnaire collaborators and permissions, refer to the Team Management documentation.

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Quota

The Quota button opens the Quota Management page. Quotas allow you to control the distribution of collected responses based on predefined criteria. From the Quota Management page, you can:

• Create quota groups
• Edit existing quota groups
• Configure quota targets
• Validate quota configurations
• Import quotas
• Export quotas

Only questions that have been tagged as Quota are available for quota configuration. For example, if you have a question asking respondents for their Gender, you can tag that question as a Quota question and use its answer options to define quota targets.

For more information, refer to the Quota Management documentation.

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Preview

The Preview feature allows you to test and review the questionnaire before publishing it or using it for data collection. Preview displays the questionnaire from the respondent’s perspective, allowing you to verify:

• Question appearance
• Page navigation
• Conditional logic
• Validation rules
• Required questions
• Question visibility
• Navigation buttons
• Progress indicators
• Thank You page behavior
• Other questionnaire settings

Use Preview throughout the design process rather than waiting until the questionnaire is complete. This helps you identify configuration issues early.

For detailed information, refer to the Preview documentation.

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View in VoxDash

The View in VoxDash option allows you to open and view the Data Project assigned to the questionnaire. This provides quick access to the project associated with the questionnaire without requiring you to navigate through the Data Projects section separately. Click View in VoxDash to open the assigned Data Project and review its details, configuration, and related data. This option is particularly useful when you need to verify that the questionnaire is connected to the correct Data Project or quickly move between the questionnaire and its associated project.

For more information, refer to the data project Overview documentation.

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Export

The Export feature allows you to generate the questionnaire in different formats for review, collaboration, testing, analysis, or integration with other systems. Depending on the available export options, you can export questionnaire content for use outside the Designer. Export can be useful when you need to:

• Share a questionnaire with stakeholders
• Review questionnaire content outside VoxDash
• Archive a questionnaire
• Prepare questionnaire content for another workflow
• Analyze or process questionnaire definitions

For available formats and detailed export instructions, refer to the Export documentation.

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Versions

The Versions feature allows you to manage different versions of a questionnaire throughout its lifecycle. From this section, you can:

• View existing questionnaire versions
• Identify editable versions
• Identify published versions
• Create a new version based on a previous version
• Save the current questionnaire as a new version

Version management is useful when you need to make changes to a questionnaire without losing an earlier configuration.

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Save as Version

Save as Version creates a snapshot of the questionnaire in its current state. The saved version preserves the questionnaire configuration at that point in time, allowing you to return to or use that version later. For example, you may save a version before making significant changes to questionnaire logic or question structure. If you later need to compare or reuse the previous configuration, the saved version provides a reference point.

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Lock/Unlock the Questionnaire

The Lock/Unlock Questionnaire feature prevents changes to the questionnaire content. When a questionnaire is locked, you and your team can still perform actions such as:

• Previewing the questionnaire
• Exporting the questionnaire
• Generating dummy data
• Publishing the questionnaire

However, editing the questionnaire content is disabled while the questionnaire is locked. You can unlock the questionnaire at any time to continue editing.

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When to lock a questionnaire

Locking is particularly useful when the questionnaire has been finalized and you want to prevent accidental changes before or during data collection.

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Search and Filter

As questionnaires grow in size and complexity, finding a specific question can become difficult. The Search and Filter tools allow you to quickly locate questions based on their content, type, tags, language, or other questionnaire metadata. Available filtering options include:

• Search
• Sections
• Mode
• Language
• Screener

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Search

Use Search to find questions based on:

• Question ID
• Question title

For example, if you know the question ID or part of the question title, enter it into the search field to quickly locate the question.

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Sections

The Sections filter displays questions assigned to a specific Section Tag. This is useful when a questionnaire contains multiple sections and you want to focus on questions belonging to a specific section.

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Mode

The Mode filter allows you to display questions based on their assigned Data Collection Mode. This is particularly useful when the same questionnaire supports multiple methods of data collection.

Untagged questions are shared across all modes, so filtering shows questions with the selected mode plus any untagged ones.

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Language

The Language filter displays questions associated with a selected language using the Multi-Language tag. This allows you to review and edit content for a specific language without having to navigate through the entire questionnaire.

Untagged questions are shared across all languages, so filtering shows questions with the selected language plus any untagged ones.

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Screener

The Screener filter displays only questions marked as Screener questions. Screener questions are commonly used at the beginning of a questionnaire to determine whether respondents meet specific eligibility criteria.

For detailed information, refer to the Search and Filter documentation.

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Question Library

The Question Library is located on the left side of the Designer tab. It contains the available question types that you can add to your questionnaire. Depending on your questionnaire requirements, you can add question types such as:

• Radio Button
• Checkboxes
• Dropdown
• Rating Scale
• Matrix
• Dynamic Panel
• HTML
• Image
• Signature
• File Upload

To add a question, you can select the question type and add it to the current page, or drag the question into the desired location in the Questionnaire Canvas. After adding a question, select it to display its configuration options in the Properties Panel.

For a complete description of available question types, refer to the Available Question Types documentation.

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Questionnaire Canvas

The Questionnaire Canvas is the central workspace of the Designer tab. This is where you build the questionnaire structure and organize its content. From the canvas, you can:

• Add questions
• Edit questions
• Reorder questions
• Create and manage pages
• Select individual questions
• Select pages
• Review the questionnaire structure
• Apply page-level or question-level settings

The canvas provides a visual representation of the questionnaire structure, making it easier to understand how questions and pages are organized. When you select an item in the canvas, its corresponding settings are displayed in the Properties Panel.

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Properties Panel

The Properties Panel is located on the right side of the Designer tab. The content of this panel changes based on the item currently selected.

• If no question is selected, the panel displays Questionnaire Settings.
• If a page is selected, the panel displays Page Settings.
• If a question is selected, the panel displays the settings for that specific question.

This allows you to configure the questionnaire at different levels without leaving the Designer tab.

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Questionnaire Settings

When no question is selected, the Properties Panel displays the Questionnaire Settings. These settings control the overall behavior, appearance, navigation, data handling, and respondent experience of the questionnaire.

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General Settings

The General Settings section contains basic questionnaire properties. Questionnaire Title The Questionnaire Title is the main title associated with the questionnaire. It can be displayed to respondents when the Show Title and Description option is enabled. Questionnaire Description The Questionnaire Description provides additional information about the questionnaire. You can use it to:

• Introduce the survey
• Explain its purpose
• Provide instructions
• Give respondents additional context

Show Title and Description Controls whether the questionnaire title and description are displayed to respondents. Read-Only Questionnaire Enables read-only behavior for the questionnaire. When enabled, respondents cannot modify questionnaire answers. This option can be useful when the questionnaire is being used to display existing information rather than collect new responses. Questionnaire Language Specifies the language currently displayed in the editor. For multilingual questionnaires, selecting a language allows you to edit and review the questionnaire content for that language. Limit to One Response Restricts respondents to a single questionnaire submission. This option can be useful for surveys where each respondent should submit the questionnaire only once. Questionnaire Width Mode Controls how the questionnaire width is displayed. Available options include:

• Auto – Automatically determines the appropriate width.
• Static – Uses a fixed questionnaire width.
• Responsive – Adjusts the questionnaire layout according to the available screen size.

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Length of Interview (LOI)

The Length of Interview (LOI) feature estimates the expected time required for a respondent to complete the questionnaire. LOI estimation can help with:

• Project planning
• Respondent experience planning
• Budget estimation
• Incentive planning
• Data collection planning
• Service tier selection

The estimated interview length is calculated using factors such as:

• Question types
• Data collection method
• Configured timing multipliers

LOI is particularly useful for identifying questionnaires that may be too long and could negatively affect respondent completion rates.

For detailed information about LOI calculation and configuration, refer to the LOI documentation.

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Text-to-Speech (TTS)

The Text-to-Speech (TTS) feature converts questionnaire text into natural-sounding audio. Depending on the available configuration, you can generate audio for:

• The entire questionnaire
• Individual questions

TTS can improve accessibility and support audio-assisted interviewing or data collection workflows. Before generating audio, review the questionnaire text and pronunciation settings to ensure the generated speech is appropriate.

For detailed information, refer to the Text-to-Speech documentation.

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Questionnaire Metadata

The Questionnaire Metadata section allows you to review and manage metadata associated with the questionnaire. One important use of this section is managing Missing Values. From Questionnaire Metadata, you can:

• View missing values currently defined for the questionnaire
• Add new missing values
• Edit existing missing values

Missing values allow the system to distinguish between an actual response and a response that represents a specific missing or unavailable value. For example, a data project may use values such as 99 = Don’t Know or 98 = Refused.

Note: The exact meaning and coding of missing values should be consistent with the questionnaire and dataset requirements.

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Questionnaire Appearance & Navigation

The Questionnaire Appearance & Navigation settings control how the questionnaire looks and how respondents move through it. Questionnaire Logo Upload a logo to display in the questionnaire header. You can configure:

• Logo Width
• Logo Height
• Logo Fit

Available Logo Fit options include:

• Contain – Keeps the entire logo visible within the available space.
• Cover – Fills the available area while maintaining the image proportions.
• Fill – Stretches the image to fill the available area.

Navigation Layout Choose how questions are presented and how respondents navigate through the questionnaire. Available layouts include:

• Original Layout
• Original Structure
• Show All Questions on One Page
• Show One Question Per Page
• Show One Input Field Per Page

The appropriate layout depends on the questionnaire structure and the desired respondent experience. For example, displaying one question per page can create a focused experience, while displaying all questions on one page may be more appropriate for shorter questionnaires. Auto-Advance When Auto-Advance is enabled, respondents are automatically moved to the next page after completing the current page. This can be useful for questionnaires where respondents should move through pages without manually selecting Next. Navigation Buttons Configure the navigation controls available to respondents. You can:

• Show or hide navigation buttons
• Configure button alignment
• Show or hide the Previous Page button

Available alignment options include:

• Top
• Bottom
• Top and Bottom

Progress Indicators Progress indicators help respondents understand how far they have progressed through the questionnaire. Available options include:

• Progress Bar
• Table of Contents (TOC)

Use progress indicators carefully in long questionnaires, as they can help set expectations and reduce uncertainty about the remaining questionnaire length. Review Before Submit Enable Review Before Submit to allow respondents to review their answers before submitting the questionnaire. This is useful for questionnaires where respondents may need to verify or correct multiple answers before completion. Button Labels Customize the text displayed on questionnaire navigation buttons. Available labels include:

• Previous Page
• Next Page
• Complete Questionnaire

Custom labels can help make navigation clearer and better match the questionnaire’s terminology or language.

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Default Question Settings

Default Question Settings define the initial behavior and appearance of questions throughout the questionnaire. These settings provide a consistent starting point for newly added questions. Question Order Specify how questions are ordered. Available options:

• Original – Questions appear in their defined order.
• Random – Questions are displayed in a randomized order.

Question Title Alignment Controls the position of the question title. Available options:

• Top
• Bottom
• Left

Description Alignment Controls where the question description is displayed. Available options:

• Under the Question Title
• Under the Input Field

Question Numbering Configure how questions are numbered. Available options include:

• Auto Numbering
• Reset on Each Page
• Recursive Numbering
• No Numbering

For example, resetting numbering on each page can make individual questionnaire sections easier to follow. Question Title Pattern Controls how question numbers and required indicators are displayed. Examples include:

• 1. Question Title*
• 1. Question Title*
• 1. Question Title

The selected pattern determines how the question title and required indicator are presented to respondents. Required Symbols Specify where the required-question indicator is displayed. Available options:

• Top
• Bottom

Additional Question Behavior The Additional Question Behavior settings control how question inputs behave. Available settings include:

• Focus first question on a new page – Automatically places focus on the first question when a new page is opened.
• Restrict answer length – Limits the length of respondent answers.
• Restrict comment length – Limits the length of comments.
• Comment area height – Controls the height of comment fields.
• Automatically expand text areas – Allows text areas to expand as more content is entered.
• Allow respondents to resize text areas – Allows respondents to manually adjust the size of text areas.

These settings can help create a consistent and user-friendly input experience.

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Pages

The Pages section allows you to organize questions into separate questionnaire pages. You can configure:

• Page Name
• Page Title
• Add New Page
• Show Page Titles
• Show Page Numbers
• Enable Grid Layout

Pages are useful for dividing long questionnaires into logical sections. For example, a customer satisfaction questionnaire could contain separate pages for:

1. Respondent Information
2. Product Usage
3. Customer Satisfaction
4. Purchase Behavior
5. Final Comments

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Conditions

The Conditions section allows you to define questionnaire logic and dynamic behavior. Conditions can control how the questionnaire responds to a respondent’s answers. Available tools include: Custom Variables Create reusable variables that can be referenced in calculations and conditional logic. Custom variables are useful when you need to store intermediate values or perform calculations based on respondent answers. Triggers Triggers automatically perform an action when a specified condition is met. Triggers can be used to:

• Set values
• Skip questions
• Complete the questionnaire
• Display messages

For example, a trigger can automatically skip a section when a respondent selects an answer indicating that the section is not applicable.

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Data

The Data settings control how questionnaire responses are stored and updated. Clear Hidden Question Values Specify when values entered into hidden questions should be removed. Available options include:

• Never
• Upon Questionnaire Completion
• When the Question Becomes Hidden
• When the Question or Its Panel/Page Becomes Hidden

This setting is important when questionnaire logic causes previously answered questions to become hidden. Update Input Field Values Specify when entered values should be processed. Available options include:

• On Lost Focus – Updates the value when the respondent leaves the input field.
• While Typing – Updates the value as the respondent enters information.

Auto-Save Progress Automatically saves questionnaire progress as respondents move between pages. This helps reduce the risk of losing responses if the respondent leaves the questionnaire before completing it. Save “Other” Values Separately When a question contains an Other answer option, respondents may enter a custom response. Enable this setting to store the value entered for Other separately from the predefined answer option.

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Validation

The Validation settings control when questionnaire validation is performed and how validation errors are handled. Focus First Invalid Question Automatically moves the respondent to the first question containing a validation error. This helps respondents quickly identify and correct invalid responses. Run Validation Choose when validation should be performed. Available options include:

• When switching to the next page
• After an answer changes
• Upon questionnaire completion

The appropriate option depends on how immediately you want respondents to receive feedback about invalid answers.

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Thank You Page

The Thank You Page is displayed after the respondent completes the questionnaire. You can configure options such as:

• Redirect to an external URL
• Use a dynamic redirect URL
• Show or hide the Thank You page
• Customize Thank You page content
• Display dynamic Thank You messages
• Configure the loading message displayed while the questionnaire initializes
• Configure the message displayed when a respondent has already completed the questionnaire

A dynamic Thank You message can be useful when you want the completion message to change based on respondent information or questionnaire conditions.

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Quiz Mode

Quiz Mode enables questionnaire functionality designed for assessments, exams, knowledge tests, and other timed evaluations. Quiz Mode includes settings for timers and time limits. Timer Enable a countdown timer for:

• The entire questionnaire
• Individual pages
• Both the questionnaire and individual pages

Timer Alignment Choose where the timer is displayed:

• Top
• Bottom

Time Limits Configure:

• Total questionnaire time limit
• Time limit per page

Timer Mode Available timer modes include:

• Page
• Questionnaire
• Both

Quiz Mode can be useful for:

• Certification exams
• Employee assessments
• Training programs
• Knowledge tests
• Timed evaluations

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Page Settings

When you select a page in the Questionnaire Canvas, the Properties Panel displays Page Settings. Page settings allow you to control the appearance, behavior, navigation, and conditions of an individual page without changing the settings for the entire questionnaire.

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General Settings

The General Settings section includes: Page Name The internal name used to identify the page within the questionnaire. Page ID The unique identifier associated with the page. Page Title The title displayed for the page. Page Description Additional information or instructions displayed for the page. Visible Controls whether the page is visible to respondents. Read-Only Controls whether the content of the page can be edited by respondents. Navigation Title Defines the title used to identify the page in questionnaire navigation.

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Page TTS

Page TTS allows you to review the Text-to-Speech content associated with a specific page. Use this option to review the text that will be converted into audio before generating or using the TTS output. This is particularly useful for verifying that the page content is suitable for audio-assisted interviewing.

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Question Settings

Page-level Question Settings allow you to define default behavior for questions on the selected page. Available settings include: Question Title Alignment Choose the alignment of question titles on the page. Available options:

• Inherit
• Top
• Bottom
• Left

When Inherit is selected, the page uses the corresponding questionnaire-level setting. Error Message Alignment Controls where validation error messages are displayed. Available options:

• Inherit
• Top
• Bottom

Question Order on the Page Controls the order in which questions on the page are displayed. Available options:

• Inherit
• Original
• Random

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Page Conditions

Page-level conditions allow you to dynamically control the behavior of an individual page. Available conditions include: Make the Page Visible If Defines a condition that determines when the page should be displayed. Disable the Read-Only Mode If Defines a condition that determines when the page should become editable. Make the Page Required If Defines a condition that determines when the page should be considered required. Conditions are useful when different respondents should see different pages or when page behavior depends on previous answers.

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Page Navigation

The Navigation settings control navigation behavior for the selected page. Show Navigation Buttons Controls whether navigation buttons are displayed on the page. Available options:

• Inherit
• Disabled
• Enabled

When Inherit is selected, the page follows the questionnaire-level navigation setting.

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Question Settings

When you select an individual question in the Questionnaire Canvas, the Properties Panel changes to display the settings available for that question. The available settings depend on the selected question type. For example, a Radio Button question may contain answer choices and selection-related settings, while a Text question may contain settings for input format, character limits, placeholders, and validation. Question-level settings can also include:

• General properties
• Input settings
• Display settings
• Validation
• Conditions
• Default values
• Required behavior
• Read-only behavior
• Visibility
• Tags
• Data-related settings

For detailed information about configuring individual question types, refer to the Available Question Types documentation.

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Recommended Questionnaire Design Workflow

A typical workflow in the Designer tab is:

1. Add questions from the Question Library.
2. Organize questions into pages and sections.
3. Configure question settings from the Properties Panel.
4. Add tags for features such as sections, languages, screeners, quotas, and data collection modes.
5. Configure conditions and questionnaire logic.
6. Configure questionnaire appearance and navigation.
7. Set validation and data-handling rules.
8. Configure LOI to estimate the expected interview duration.
9. Configure TTS if audio is required.
10. Configure quotas if response distribution needs to be controlled.
11. Preview the questionnaire and test the respondent experience.
12. Review and save a version before making major changes.
13. Lock the questionnaire when editing should no longer be allowed.
14. Publish or use the questionnaire for data collection.

Following this workflow helps ensure that both the questionnaire content and its underlying behavior are reviewed before data collection begins.

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Summary

The Designer tab is the central workspace for creating, configuring, testing, and managing questionnaires in VoxDash. From the Designer tab, you can:

• Build questionnaires using a wide range of question types.
• Organize questions into pages and sections.
• Search and filter questions using content, tags, language, mode, and other criteria.
• Configure questionnaire-wide settings for appearance, navigation, validation, and data handling.
• Configure page-level and question-level behavior.
• Create conditional logic using conditions, custom variables, and triggers.
• Manage multilingual questionnaires.
• Estimate the Length of Interview (LOI).
• Generate Text-to-Speech (TTS) audio.
• Create and manage Quota Groups.
• Preview questionnaires before data collection.
• View questionnaires in VoxDash.
• Export questionnaire definitions.
• Create and manage questionnaire versions.
• Lock finalized questionnaires to prevent accidental changes.
• Configure respondent navigation, progress indicators, timers, and Thank You pages.

The Designer tab provides a centralized environment for building professional, scalable, and highly configurable questionnaires for data analytics, market research, customer feedback, and eCommerce use cases.

Best practice: Before publishing or using a questionnaire for data collection, always preview it and test its questions, conditions, validation rules, navigation, quotas, LOI, and other relevant settings. This helps ensure that the questionnaire behaves as intended and provides a clear and consistent experience for respondents.