Video Tutorial

Basic Usage

Adding Rows and Columns

To add rows and columns to a matrix table in Voiceform, simply click on the ‘+’ icon located at the desired location within the table. This action will insert a new row or column, allowing you to expand the table as needed to accommodate more data or options.

Renaming Rows, Column, and Table Titles

To rename rows, columns, or the table title, click on the text you wish to edit. A cursor will appear, enabling you to type in the new name directly. This feature allows you to customize the table headings to better reflect the content and context of your survey.

Removing Rows and Columns

To remove a row or column from the matrix table, click on the trash can icon next to the row or column you want to delete. This action will remove the selected row or column, allowing you to simplify the table by eliminating unnecessary elements.

Adjusting Column Width

To adjust the width of a column, hover over the boundary line between columns until the resize cursor appears. Click and drag the boundary to the desired width. This functionality ensures that you can optimize the table layout for readability and space management.

Matrix General Properties

Required Property

By default, the matrix question is set to "required," meaning that all rows require at least one value. If you make the question optional, then all the rows become optional.

Required Columns

Sometimes, you need to mark a specific column or group of columns as required. For example, if you have three columns with radio buttons and a fourth column with text input. By default, the required row setting allows skipping the text input if a radio option is selected. However, you may want to ensure that respondents provide answers to all text inputs.

To do this, select the column, click on the properties icon button, and toggle off the "Optional" switch. This will make the column required, meaning that even if other values are provided for the specific row, the row will not be considered valid until the required column has a value.

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Note

For radio and checkbox types, which are group-based, the "optional" property applies to the entire group.

Show Validation Message

If a row is required, a column is required, or if some matrix input is invalid, an explanation message will be displayed at the top of the matrix table. You can uncheck this property to hide the validation message in the UI.

Randomizing Rows

To remove bias, you may prefer to randomize the order of rows. Use this property to shuffle the rows. Select the checkbox to enable row randomization.

Column Types

There are five column types: "Checkbox", "Radio", "Text", "Numeric", and "Dropdown". To change the column type, select the column you would like to change and click on the dropdown menu to choose its new type.

Radio Column Type

Used for single-choice selection from predefined options. Ideal for questions where only one answer is allowed, such as satisfaction levels or yes/no questions.

Properties:

• Group Name: Assign to a specific group (default: default_radio).
• Optional: Toggle to make the column optional or required.

Checkbox Column Type

Used for multiple-choice selection. Ideal for questions where multiple responses are allowed, such as selecting multiple interests or preferences.

Properties:

• Group Name: Assign to a specific group (default: default_checkbox).
• Optional: Toggle to make the column optional or required.

Adding Multiple Checkboxes and Radio in Matrix Table

Sometimes you would like to have multiple radio/checkboxes in one matrix table. For example in a product feature feedback survey, you might want to gather user opinions on different features of a product. A single matrix question table can be used to capture both the satisfaction level and the likelihood of recommending the features.

Here is the basic setup for your matrix:

Rows: Different features of the product
  •	Ease of Use
  •	Functionality
  •	Design
  •	Customer Support
  •	Columns: Two groups of radio buttons
  
1.	Satisfaction Level (Group 1)
  •	Unsatisfied
  •	Neutral
  •	Satisfied
2.	Likelihood to Recommend (Group 2)
  •	Unlikely to Recommend
  •	Neutral on Recommending
  •	Likely to Recommend

Custom Grouping in Voiceform

By default, all six columns are grouped together. However, we want to create two separate groups. Luckily, Voiceform provides a custom grouping feature! Here's how to create two custom groups: satisfaction and recommendation.

1. Creating the satisfaction Group:
   • Click on the "Satisfied" column.
   • Click on the properties button.
   • Create a new group by typing satisfaction in the "Group Name" field.
   • Assign the satisfaction group to the "Unsatisfied" and "Neutral" columns.
2. Creating the recommendation Group:
   • Follow the same process to create the recommendation group.
   • Assign the recommendation group to the "Unlikely to Recommend", "Neutral on Recommending", and "Likely to Recommend" columns.

The same approach works for checkbox column type.

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Note

By default, radio type columns are assigned to the default_radiogroup name and checkbox type columns are assigned to the default_checkbox group name.

Making Group Required

To ensure that respondents provide a satisfaction rating for each row:

1. Click on any column related to the satisfaction group.
2. Open the properties and toggle off the "Optional" switch.
3. The columns in the satisfaction group will now be highlighted with a required * symbol.

That's it! You've successfully set up multiple radio button groups in a single matrix question table, and ensured that one of the groups is required.

Text Column Type

Used for open-ended text input. Useful for collecting qualitative data like comments, explanations, or detailed feedback.

Properties:

• Optional: Toggle to make the column optional or required.
• Field Placeholder: Set placeholder text.

Numeric Type

Used to input numerical data. Ideal for collecting quantitative responses like age, rating scales, or any other numeric input.

Properties:

• Optional: Toggle to make the column optional or required.
• Field Placeholder: Set placeholder text.
• Prefix/Suffix: Add text before or after the input.
• Allowed Range: Set minimum and maximum values.
• Allow Decimal Numbers: Checkbox to allow decimals.

Dropdown

Used to select one option from a dropdown list. Useful for long lists of options or when you want to save space in the survey, such as selecting a country or state.

Properties:

• Optional: Toggle to make the column optional or required.
• Options: Define options, add/remove options, and bulk add.