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Summarize question answers

In Netigate, if you want to summarize the answers of a number of questions, you can use the question type “Textboxes“.

When to use summarize answers?

In most cases this functionality is used on very particular questions. It is not necessarily something that you need in your more common surveys, but when you do it is important to have a way to present it to the respondents in a way that they can understand and can easily answer, without confusing them. We recommend you to insert a clear instruction about what type of information you need, and how the respondent need to fill out the questions in order to provide you with the information that you need.

How to create?

To create a summarized textbox, you click the option called “Textbox” in the menu on the left hand of the screen, it will be added as the last question at the bottom of the page you are currently editing. You will be given an option to specify the question with a description or heading. This field can of course be left blank, but we recommend you to have a clear heading to explain what value is expected to be inserted in this box.

Once you have created a Textbox you will need to fix make a few adjustments to the settings of the textbox. In order for the SUM-functionality to work you will need to make two settings to the question:

  • Required – All questions that are supposed to be summarized needs to be set to required.
  • Numerical – In order for the calculation to be taken in effect you will need to mark the questions that should be summarized as “Numerical”.

With these two settings all the textboxes that are in a direct following order, on the same page, will be used in the calculation.

Important: The textboxes needs to be directly following eachother on the same page. You are not allowed to split them with any information-texts or other questions in between.

As you can see on the image here above I have used the question “How much do you spend on the following items per month? (In Euro)“. In this example I will only use two textboxes in the example.

  • Food (€)
  • Shopping (€)

Below these two options there is an additional box saying “[SUM=0] Total (€):”. This box is where the calculation is executed. You need to add this box in order for the functionality to work.

The summary

As mentioned above you will need to add a textbox at the bottom to complete the functionality. It is important that the additional box has the same settings as the boxes above it, meaning that you will need to set the last box to Required and Numerical as well. In the header of the textbox question you need to insert a short tag in order for the system to perform the calculation.

This tag can vary depending on what the purpose of the summary is.

[SUM=0] – When writing [SUM=0] in the header of a textbox the system will just add up all the numbers provided in the numerical textboxes, giving you the total sum of all boxes.

[SUM=100] – When writing [SUM=100] in the header of a textbox the system will add up all the number provided in the numerical, but there will be a limit of 100. In other words, the answer can not be lower or higher than 100 but needs to be exactly 100 in order to submit the answer. This option fits for example when doing a percentage distribution.

You can change the number 100 to any number that you wish to fulfill your questions purpose.

IMPORTANT: A textbox can not be left empty by the respondent, as they are all required and needs an answer in order to continue the survey. If one of the boxes are not relevant to the respondent they will need to insert “0” in their textbox answer.

Sum functionality in the respondent view: