How to use merge fields in Questionnaires?

Using an existing field

1. Open your Master by clicking on the icon on the right panel of your homepage.
2. Open the Questionnaire by clicking on
3. Click on the answer that uses a merge field
4. In the search field, enter the help text or the field code you want
5. Choose a result by clicking on it: the field is automatically linked to your answer.

Note: Remember to save your changes by clicking the 'Save'  button in the left-hand column when taking any action in the MCQ.
Automatic saving is not available.

Creating a new merge field

1. Open your Master by going to ‘Open the Masters’ on the home page, under ‘Recent Masters’.
2. Open the Questionnaire by clicking on
3. Click on the answer that uses a merge field
4. Click on ‘+ Create a merge field’. The merge field characteristics are displayed.
   Click here to view the full article: Characteristics of a merge field
5. To create the field you must:

• • Define a field code. Click here to view the full article: How to set the parameters for merge field codes
  • Define the type of field. Click here to view the full article: What types of merge fields are there?
  • Enter the help text, the placeholder and the tooltip that will appear with the merge field (in the form or the questionnaire).

1. 1. 1. 1. The help text is required: this is the text that appears above the merge field.
         2. The placeholder is optional: this is the text that appears in the field to be filled in.
         3. The tooltip is optional: this is the rollover text that will appear above the help text and provide users with more information.
            

• • Define whether the field is required (if it must be filled in by the users) or not

NB: in the Questionnaire, the category, use and group(s) the merge field belongs to are determined automatically. It will be saved under ‘Merge fields for Questionnaires’ usable only for questionnaires and accessible only to groups with access to that master.

If you wish to change that, you must do so on the merge field administration page.