Follow

Guide to: The Graphical Editor

The Graphical Editor is a simple and easy way to allow you to create a job without typing any code.

There are three different components of the Graphical Editor:

  1. Title
  2. Content - Insert Data and Add Questions
  3. Instructions

graphical_editor.png

Fig. 1: Layout of the Graphical Editor

Title

Enter the title of your job in this field.

Content

There are two main types of elements in this section, Data and Questions.

Data refers to any data uploaded into the job or information needed for the contributors to reference when answering the questions in the job.

Questions are what contributors will be answering to complete your job. They come in different forms such as multiple choice, checkboxes, textboxes, etc.

 

Insert Data

To show source data in the job:

  • Select the "Insert Data" button at the top
  • Once selected, all column headers from your data will be shown – add them to your job by selecting them 

add_data.png

  • Determine the format of how the data is shown by selecting the column's checkbox. To select the "Display Type" click on the small arrow next to the checkbox. You have these options of display types:
    • Text: plain text format
    • Link: data is a hyperlink
    • Image: data is a link to an image (as seen below)

add_image.png

  • Click "Add Data" when finished

You can also format and edit the look of the content by selecting the "Edit" button in the top right corner of the data box. A text editor toolbar will appear once the "Edit" button is selected.

adding_link_ge.gif 

Add Question

To add a question in the job:

  • Select the "Add Question" button at the top
  • Once selected, a list of all possible question types will be shown - you will be able to customize the question after selecting one
    add_question.png
  • Depending on the question type, the following fields will need to be updated:
    • Question Text: The text of your question
    • Label: The text of the answer to the question
    • Value: The answer value of the answer to the question
    • Default: The answer is selected by default
  • An answer is required:
    • Yes - The question must be answered before submitting work
    • No - The question does not need to be answered before submitting work
  • Additional Options:
    • Tips/Hints: Additional instructions/notes for the question
    • Results Header: Reference column header name for the question in the results

add_question_close_up.png

  • Click "Add Question" once all changes have been made

 

Response Validation

The response validation field will appear when you are creating a text box question in a job. This field will allow you to include a specific text validator that will require inputs to be in a particular format.

response_validation.png

Figure Eight offers number, text, web, and address validators. To learn more about the different types of validators, please read our Guide to Validators article.

 

Logic

If there are questions created prior to the question you are adding, there is an option to add conditional logic. Conditional logic is used to show certain information depending on a previous answer in the same job.

logic.png

To add conditional logic to a question:

  1. Select "Conditional Logic"
  2. Select a question to trigger logic: This is the name of the question
  3. Show this when: Select "Is" for when the indicated answer option should be selected or "Is not" when everything else but the indicated answer option is selected. The dropdown field below contains all possible answer options to the selected question. Select a specific answer from this list to reference the condition for the current question to appear on

 

Clean Output

For free response fields or text boxes, Figure Eight offers the ability to normalize inputs by either adjusting input capitalization or trimming input spacing.

clean_output.png

Take a look at the clean output validators section of our validators article for more information.

 

Instructions

Enter the instructions of your job in this field. Use the Instructions Template to help you write the best instructions possible.

Just like the data content editor, there is a text editor for the instructions for easy formatting and styling. The following functions are available in the text editor:

instructions.png

  • Styling
    • Bold
    • Italicize
    • Underline
    • Color (Background/Text)
  • Formatting
    • Text formatting
    • Alignment
    • Numbered list
    • Bulleted list
  • Media
    • Hyperlink
    • Image upload/link
    • Video upload/link
  • Table Creation
  • Undo
  • Redo
  • HTML Code Editor View

 


 

Code Editor

If you would like to view the CML code for the job, you can click on the "View Code Editor" link at the bottom of the Graphical Editor page for a more in-depth look into the job.

You can implement custom CSS and JavaScript in the Code Editor. Take a look at the guide to the Code Editor here.


Was this article helpful?
1 out of 1 found this helpful


Have more questions? Submit a request
Powered by Zendesk