Survey/Ballot Title

none

 Required

Currently, in the Survey macro, the title is optional but the Actions dropdown will not be available if the title is not configured.

 Titles must be unique across multiple uses of the macros on the same page. Failure to maintain unique titles may result in unexpected behavior.

In the future, surveys without titles may not be supported.

HTML header level for title

2

The HTML header level of the title. 1 for h2, 2 for h2, etc.

0 renders as regular text, and will not show up in the TOC macro that uses HTML headers for TOC items.

Override default choices

5-Outstanding, 4-More Than Satisfactory, 3-Satisfactory, 2-Less Than Satisfactory, 1-Unsatisfactory

Surveys only.

This is a comma-separated list of choices that will override the defaults. Each choice must indicate a number value and name, separated by a hyphen. Example: 5-Best

The numerical part should be in ascending OR descending order. 

You must also set the "Value of the last choice" and "Iteration step" fields to match.

For example: to use the order 1, 2, 3, 4, 5 instead of 5, 4, 3, 2, 1

• Use Iteration step: -1

• and "Value of the last choice": 5.

The default order of 5, 4, 3, 2, 1 uses an Iteration step of 1 and a "Value of the last choice" of 1.

Changeable votes

false

If true this will allow the users to change their responses until the survey is locked.

Recommended, as this will improve voter experience: (No one likes accidentally clicking the wrong choice and not being able to change it.)

Summary location

Top

Surveys only.

Where the location of the results summary table will appear.

Top: Above the choices

Bottom: Below the choices

None: No results displayed!

Allow/Show comments

Survey: true

Vote: false

Allow users to comment on choices

Value of the last choice

1

Surveys only

If you have updated Override defaults choices, make certain this field matches that configuration.

Example: for the default series of choices with numerical values: 5,4,3,2,1,  the Value of the Last Choice should be set to: 1

Iteration step

1

Surveys only

If you have updated Override defaults choices, make certain this field matches that configuration.

Examples:

1. Default order
   5, 4, 3, 2, 1 uses an Iteration step of 1

2. For the alternative order 1, 2, 3, 4, 5
   Set the Iteration step to -1

The purpose of iteration step is to support calculation for the summary average numbers.  As the first options in surveys usually are the highest priority the calculation is reversed.

List of manager groups

all groups

Surveys only
A comma-separated list of GROUPS who are allowed to manage survey operations (exporting, locking, resetting). See Permissions for more details.

List of managers

all users

Surveys only
A comma-separated list of USERS who are allowed to manage survey operations (exporting, locking, resetting). See Permissions for more details.

List of voter groups

all groups

This is a comma-separated list of GROUPS who are allowed to cast a vote. See Permissions for more details.

List of voters

all users

This is a comma-separated list of USERS who are allowed to cast a vote. See Permissions for more details.

List of result viewer groups

all groups

This is a comma-separated list of GROUPS who are allowed to see the summary table results. See Permissions for more details.

List of result viewers

all users

This is a comma-separated list of USERS who are allowed to see the summary table results. See Permissions for more details.

Always show results

false

Show results immediately, ignoring the list of result viewers and the need to have voted first.

Show list of users who voted

false

Shows the list of users who have voted.

Pending voters

false

Show the list of users who still need to vote.

 Requirement: either one of these must be set in order for Pending voters to be displayed:

• List of Voters

• List of Voter Groups

Username style

plain login name

When users are listed (pending voters list, show list of users who voted, commenting interface, etc), they can be rendered in one of 4 ways:

1. plain login name - This is just the username of the user. Example: asmith

2. linked login name - This is the username, but linked to their profile.

3. plain user name - This is the full name of the user. Example: Alice Smith

4. linked user name - This is the full name of the user, but also linked to their profile. Recommended

Email delimiter

,

Some features offer email buttons. Example: pending voters will provide an email button to facilitate reminding users that haven't voted yet.

Some email clients will handle different delimiters more gracefully than others.
The default is comma:
, 

Outlook may behave better with semi-colon, so if you're organization requires the use of Outlook for internal emails, configure this field to semi-colon:
;

Condensed view

false

Surveys only

Each question is one row of a table. Many other features are disabled including comments, list of voted users and statistics

Locked

false

Locks the macro, and no further votes may be submitted. 

For survey macros, Clear all Votes is not available when the survey is locked.

Locking can be undone at any time. Either uncheck the Locked parameter in the macro editor. Or, for surveys with titles, survey managers will be allowed to Lock or Unlock the survey from the Actions dropdown. See Permissions for more details.