Code sets

A code set is a saved list of answer codes and text, such as an agreement scale or a list of regions. Instead of typing the same answers into every question, you fill a question’s answers (or a grid’s rows) from a code set in one step.

Survey Editor (Beta) only

This page describes Survey Editor (Beta).

---

Create a code set

1. Click More editor actions (⋮) > Codesets. The Codesets dialog lists the existing code sets on the left, and the selected set’s codes and text on the right.

2. Click Add codeset

3. Enter the Codeset name and, optionally, a Description

4. In Codes and text, enter one item per line: the code, then a space or full stop, then the text. For example:

   1 Strongly disagree
   2 Disagree
   3 Neither agree nor disagree
   4 Agree
   5 Strongly agree

   If you leave out the codes, the items are numbered 1, 2, 3 and so on.

5. Click SAVE

Codes must be whole numbers, and each code can only be used once in a set. Names can be up to 100 characters, descriptions up to 1,000 and each item’s text up to 1,000.

Code sets are saved straight away and shared

Code sets are saved as soon as you click SAVE, separately from the survey: you don’t need to save the survey, and discarding your survey changes doesn’t undo them. Code sets are shared with other survey authors, so check before you change or delete one.

---

Edit or delete a code set

In the Codesets dialog, type in Search codesets to find the set, then:

• Click Edit to change its name, description, codes or text, then click SAVE
• Click Delete, then DELETE to confirm. Questions that already use its answers keep them.

---

Fill a question’s answers from a code set

1. Click the question’s card in the flowchart
2. In the Properties pane, click the Answers tab (or Rows to fill a grid’s rows)
3. Click Code sets above the list. The Populate answers from Code Set dialog opens.
4. Choose the set in Code Set. Type in Filter by name to shorten the list. A preview of its items is shown.
5. Click Populate
6. Save the survey

This replaces the existing answers

The code set becomes the question’s full list of answers, in the code set’s order. Answers whose code is in the set keep their other settings, such as filters. Answers whose code isn’t in the set are removed.

A summary at the top of the Properties pane lists the answers that were added, changed and removed.

You can also do this from Quick Update: click the Codesets icon next to the answers or rows. The answers are filled in Quick Update, and applied when you click OK, Previous or Next.

If the change would break something, nothing is changed and a message explains why. For example, an answer can’t be removed while another question still uses it in piping.