What I want to do is for respondents to be able to select an individual from a supplementary list and then select one or more categorisations for that individual. They need to be able to do this for up to 15 names from the list or add a new name to the list and then categorise that name. I can understand how to do the basic selection of names and adding new names to the list but not how to link up the categorisation to the name.
Hi there! It sounds like what you want to do is to pipe from that first question into a matrix question. So, you would add a page break after that question first. Then you would add a matrix question. The matrix question should then be setup so that the Answers come from your previous question (please see that option when creating the question). Then your column headings in the matrix should be categories and the row headings will automatically be the names that the respondent selected for the previous question. Under Advanced Options you will find the option to enforce a maximum number of selections (of 15 say) that should be done for the previous question.
So if I can see if I have got it.
First question might be ‘select the key stakeholders who are important to this programme (you can add additional names if required) - in the next question you will be asked to assign categories to the names you have selected’.
Second (matrix) question might be ‘Select one or more categories that best describe each stakeholder you identified in the previous question’
Does there need to be a page break between the two questions?
Yes, that is correct.
There does need to be a page break between the questions in order for the question piping to work properly.
Thank you - and final question. When a participant is adding names to the supplementary list do the required fields pick up from the column headings in the Supplementary List that has been uploaded. So if I want them to add an organisation or team will that field heading appear in their input fields?
No, it doesn’t work like that. Only the name will be added to the Supplementary List. You could pipe to another subsequent question (say an open text question) and collect additional fields if you like but those fields would be requested for all of the names, not just the added ones.