Products.PloneSurvey 1.3.0

Overview

PloneSurvey is a simple but powerful product written to collect data from people
- feedback on a course, survey, simple data collection etc.

Installation

Use the Plone Portal Quickinstaller to install this product.

Usage

Add a Survey within a plone site, and add questions and sub-surveys within the survey.
Only published questions will be displayed in the survey form for users.
The survey is an ordered folder, so question order can be changed within folder contents.
There are 6 different types of questions that can be added, 'Radio Buttons', 'Selection Box',
'Text Field', 'Text Area', 'Multiple Selection Box' and 'Check Boxes'. These question types
correspond to the HTML tag used to display the answer options. For the text input question
types there are no answer options and so this field should be ignored. Each Question also
has an optional comment field, there are two different types of Comment Field, 'Text Area'
or 'Text Field'.
Users are given the option of saving and submitting their data.
Saving means that they can come back later and their answers will be remembered. Once a
user has submitted their answers will be verified to make sure they gave a response to every
question. They only way to later change their answers, is if they choose 'reset' which resets all
their answers.

The Thank you message text and Saved message text are used when a user completes a survey,
and the email options determine whether emails are generated for the survey owner.
You can also set the Survey to open or closed (which changes whether users are able to submit)
and set whether to allow anonymous users. Anonymous support is done using a cookie __cmfquestions_name
which stores the users name. This cookie is not persistent and so when the user exits their browser
and returns their username will not be remembered and they will be able to take the questionnaire again.

Questions and sub-surveys can be branched, meaning they only appear if a certain answer was given to an
earlier question. This means the respondent answers only relevant questions and bypasses irrelevant ones.
It is a powerful feature which reduces the time respondents take to fill in a survey.

Use the Review results Tab to check the results of the questionnaire. There are 3 different
spreadsheets which show different degrees of detail and are in html or csv format which can be
opened in Excel or SPSS as well as other Statistical packages that support this format. There
is also a summary of results on this page that will show a bar chart and numbers for multiple
choice questions (not the text based ones obviously).

An exit url property specifies where the user will be forwarded to on completing the survey,
this can be an internal or external url.


Known issues:
Please check the Issue Tracker for PloneSurvey on plone.org , in case issues are discovered after these notes are written.

Testing
Tested against Plone 3.1.2 by University of Leicester. Compared to the existing PloneSurvey 1.1.1 that we were running against Plone 2.5,
we didn't find any new problems. We have quite a lot of quite complex surveys. We cannot guarantee that any new features added since 1.1.1 are working properly. Our main goal at this point was to be able to migrate to Plone 3.x and have PloneSurvey still working.
This is labelled Alpha but University of Leicester is planning to go live with this.

1.3.0 - SVN/unreleased
==================

1.2.2 - SVN/unreleased
==================

1.2.1 - 2008-05-21
==================

* Bugfixes, minor functionality improvements
[Michael Davis]

* Updated French translation
[Yves Moisan]

* Spanish translation
[Hector Velarde]

1.2.0 - 2007-10-15
==================

* Bug fixes, minor improvements etc during Naples Sprint
[Michael Davis, Nick Davis, Paul Roeland]

* ReportLab integration, two dimensional questions, answer weighting, authenticated respondents, survey dimensions
[Hedley Roos]

* Italian translation
[Massimo Azzolini]

* Dutch translation
[Pander]

* Brasilian Portuguese translation
[Luis Flavio Rocha]

* Update to German translation
[Sven Deichmann]

* Add Likert scale functionality to types
[Michael Davis]

* Sub class types from ATContentTypes
[Michael Davis]

* Implement generic setup
[Michael Davis]

* Remove backward compatibility with 1.0
[Michael Davis]

1.1.0 - 21/12/06
==================
* Fix spreadsheet bugs (see resolved issues in tracker)
[Michael Davis, Nick Davis]

* Remove sub survey from navigation portlet
[Michael Davis]

* Deprecate Survey Likert Question
[Michael Davis]

* Add French translation from Marc Van Coillie
[Michael Davis]

* Add max length for text questions
[Michael Davis]

* Add Polish translation and some i18n fixes
[Piotr Furman]

* Add save functionality
[Michael Davis]

* Convert answers to OOBTree
[Michael Davis]

* Tidy overview template, and add functionality to it
[Michael Davis]

* On the overview template, add links to edit function
[Jin Tan]

* fixed the overview information: sub survey
[Jin Tan]

* Add German po file from Eggert Ehmke
[Jin Tan]

* fixed the overview information: sub survey and branching
[Jin Tan]

* Add overview for user function
[Jin Tan]

* Add method to return questions in correct order
[Jin Tan]

* Remove required field from Survey Matrix and use BaseQuestion abstract
[Jin Tan]

* Don't validate non required fields with no value
[Jin Tan]

* Move getColors to survey root
[davismr]

* Add css file to portal_css
[davismr]

* Add test framework and some basic tests
[davismr]

* Radio buttons and Check boxes are using <label> tag to easy select of item (it is possible
to click to the text of the answer, not only to the small area of the circle or box)
[naro]

* removed obsolete i18n files and created new one. Added initial Czech translation.
[naro]

* fixed some errors in SubSurveys caused by using getFolderContents without full_objects parameter.
[naro]

* fixed UnknownValidator error (validator may be empty string sometimes)
[naro]

* fixed some templates - not all question types has Comment field now.
[naro]

* Added rows and cols fields to the SurveyTextQuestion type and fixed text and textarea
macros (question_macro). It is possible to modify number of rows of the textarea field
and number of columns of the Text field. Number of columns of the textarea seems to be
ignored (or overriden by the Plone CSS).
[naro]

* Added Survey configuration field - modifyTitle. According to this field settings,
survey title is extended with the current survey status (open) (closed).
Default behaviour is the same as before (extend title with the status).
[naro]

* Add new types for question matrix and rough macro for view
[davismr]

* Disable enabling objective field
[davismr]

* Change get FolderListingFolderContents to getFolderContents
[davismr]

* Add new questions to view and results
[davismr]

* Add switch for deprecating SurveyQuestion
[davismr]

* Stop new questions from appearing in nav
[davismr]

* Add Likert question type
[davismr]

* Add select question type
[davismr]

* Remove unuseful validators
[davismr]

* Add text question type
[davismr]

* Add branching
[davismr]

* Add validation
[davismr]

* Add question to TypesNotToList
[davismr]

* Enable portal factory for types
[davismr]

* Create base question class
[davismr]

* Fix bug in view results if question options have been deleted with answers for that option
[davismr]

* Add message in view results if no respondents
[davismr]

* Stop view respondents link from opening new window
[davismr]

* Enable allow anonymous function
[davismr]

* Add reset for user function
[davismr]

1.0.0 - 2006-06-06
==================

* Refactor CMFQuestions to Archetypes
[davismr]