In this video, I demonstrate how to create a pre-filled survey in NRDS, specifically for a budget report. I walk you through setting up a template with a repeating section for expense descriptions and amounts, ensuring users can easily fill in their expenses. I also show how to configure display settings, including summing total expenses in a table format. My goal is to streamline the process for users by having their expense lists pre-filled. I encourage you to follow along and implement these steps in your own surveys.
Creating a Pre-Filled Survey in NRDS
1. Introduction to Creating a Survey 0:00
This video demonstrates how to create a pre-filled survey in NRDS.
Example: Creating a budget report.
2. Setting Up the Budget Report Template 0:15
Create a budget report template with:
Date field
Repeating section for expenses
Custom option list for expense descriptions
Question for the amount.
4. Configuring the Template for Pre-Filled Options 1:05
Go back to the template settings:
Set repeating limit to the number of pre-filled questions.
Select 'expense description' for pre-filled options.
Set display setting to 'table'.
5. Additional Display Settings 1:35
Configure additional display settings:
Set column footer to sum total of expense amounts.
Set column width.
Change column footer text to 'Total Expenses'.
7. Final Result of the Pre-Filled Survey 2:23
The budget expense list is now filled in.
As users enter information, the total updates automatically.