Frequently Asked Questions (FAQs)

Technical explanation: The external query feature allows questionnaire respondents to query and modify the data they have already submitted after verification, making it suitable for scenarios such as registration and information correction. Steps: 1) On the Questionnaire Settings - Sharing & Query page, click External Query Settings"; 2) Set the query conditions (such as mobile phone verification); 3) Set the time period during which querying and modification are allowed; 4) Save to obtain the query link and QR code, then distribute them to users. Notes: A mobile phone number or email field must be available as the verification condition, and SMS verification codes must be prepaid in advance.

Technical explanation: The external query entry point can be configured on multiple pages, making it convenient for administrators to flexibly set up. Steps: 1) You can access the external query settings from Survey Settings - Other Settings, the bottom-left corner of the View/Download Responses page, or the Design Wizard page; 2) After clicking the entry point, the settings interface can open on the current page or in a new window; 3) Once setup is complete, you can return to the original page. Notes: There should be a prompt at the entry point, and the back operation should return to the correct source page.

Technical principle explanation: Query conditions are used to uniquely identify and verify user identity, ensuring data security. Operating steps: 1) On the external query settings page, you can add up to two query conditions, supporting text question types (such as mobile phone number and email); 2) Select questions from the dropdown to add; 3) If SMS/email verification is needed, the corresponding question type must be included. Notes: Query conditions only support text questions, and a mobile phone number or email question type must be present to enable verification and modification functions.

Technical Overview: API queries allow system integration to automatically retrieve and validate questionnaire data. Steps: 1) On the external query settings page, click API to view parameter examples and the demo; 2) Prepare parameters such as the API key, questionnaire ID, query conditions, and timestamp; 3) Build the request URL according to the documentation and send the request. Notes: Keep the API key secure. Parameter signatures must be generated strictly according to the rules to avoid data leakage.

Technical overview: Questions allowed to be modified can be configured flexibly, supporting modification of all question types or only some, to improve the user experience. Steps: 1) On the External Query settings page, select Allow participants to modify responses; 2) You can choose to allow all questions to be modified or only specific question types. When selecting specific question types, a question selection pop-up will appear; 3) Supports Select All / Invert Selection. Notes: The modification feature can only be enabled when the questionnaire includes a mobile number or email question type, and you should also pay attention to SMS credit consumption.

Technical principle: The validity period controls the time range for query and modification permissions, helping ensure data security. Steps: 1) On the External Query settings page, set the allowed query time period; 2) If a time period is set, users must complete the operation within the validity period. Notes: The validity period feature is still under development; after setting it, please pay attention to its actual effect.

Technical principle: The login page allows you to customize the title and prompt text to improve user guidance. Steps: 1) Set the title and prompt text on the left side of the external query settings page, with a real-time preview on the right; 2) No need to save, as the preview updates in real time. Notes: If no question title is set, the preview page will display the question stem as ****, so make sure the wording matches the actual scenario.

Technical principle: Supports scenarios where a single user has multiple responses, making historical data management easier. Steps: 1) After logging in, on the response details page, you can switch to the previous/next response in the pop-up window; 2) If you have edit permissions, you can modify it directly. Notes: Make sure the switching logic is clear to avoid data confusion caused by accidental operations.

Technical principle explanation: Common faults include the entry not being displayed, verification failure, and API errors. Steps: 1) Check whether the questionnaire includes a mobile number/email question type; 2) Confirm that sufficient SMS credits are available; 3) Verify the API parameters and key; 4) Check the system logs to locate the issue. Notes: If a function exception occurs, first check the configuration and data conditions, and contact technical support if necessary.

Technical principle: The external query function is limited by rules such as question type, verification method, and validity period. Steps: 1) Only text-type questions are supported as query conditions; 2) The modification function requires a mobile phone number/email question type