How to use the matrix block

When to use

Use the matrix block to let your respondents choose from a set of options (columns) for multiple questions/statements (rows).

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How to use

Add a new block to your form and then select the question type Matrix. You can now customize this block to your needs with the following features:

General

• Text
  Use the Text feature for the name/title of this block.
• Description
  Enable the Description feature to add a description to this block.
• Help text
  Enable the Help text feature to add a help text to this block.

Options

• Required
  By default this block is not required to fill out by your respondents. Enable the Required feature to make this block required to fill out.
• Visibility
  By default this block is visible in your form. Enable the Visibility feature to hide it for your respondents.
• Score
  You can attach scores to the choices to perform instant calculations. Enable the Score feature to enter the desired score values.
• Exportability
  By default the collected data of this block will be stored to the dataset of each result. Enable the Exportability feature to take control over the storage. You can then include/exclude the data from your dataset. Please note that if you exclude data from the dataset you can never see and/or use the given answers from your respondents to this block, because the data is simply not stored at all.

Rows

Next, you can enter the list of rows that you want to show to your respondents:

• Add rows one by one
  Click the icon at the bottom of the list and enter the row name.
• Import a list of rows
  Click the icon at the top of the list. Now supply a list with one row name per text line and click Import to add them all at once to your list of rows.

From your list of rows you can open each row to get to the settings of that single row. Over there you can use these features:

• Row
  This is the main text of the row.
• Description
  Enable the Description feature to extend the row name with a description, for example to show an extra explanation. This description is shown below the name.
• Required
  You can make all matrix rows required by enabling the Required feature on the whole block, but you can also determine this per row. Enable the Required feature per row to mark specific rows to be required. In that way not all rows are required, but only the ones you mark.
• Identifier
  By default the name of each row will be used in your dataset. Enable the Identifier feature to use a different name in your dataset.

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Columns

For the matrix block you can enter the list of columns that your respondents can choose from:

• Add columns one by one
  Click the icon at the bottom of the list and enter the column name.
• Import a list of columns
  Click the icon at the top of the list. Now supply a list with one column name per text line and click Import to add them all at once to your list of columns.

From your list of columns you can open each column to get to the settings of that single column. Over there you can use these features:

• Column
  This is the main text of the column.
• Identifier
  By default the name of each column will be used in your dataset. Enable the Identifier feature to use a different name in your dataset.
• Score
  Enable the Score feature to enter the desired score value for that column.

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Logic

Logic is important to make your forms smart and conversational. The matrix block can work with the following branch conditions to help you with that:

Block conditions

• Answer state (per row).

Evaluate conditions

• Value matches your filter;
• Value does not match your filter;
• Value contains your filter;
• Value does not contain your filter;
• Value starts with your filter;
• Value ends with your filter;
• Value is empty;
• Value is not empty.

Score conditions

• Score is equal to your filter;
• Score is not equal to your filter;
• Score is lower thanyour filter;
• Score is higher than your filter;
• Score is between your filters;
• Score is not between your filters;
• Score is calculated;
• Score is not calculated.

Filters

When we mention your filter above, there are some different filters that you can use to make the right comparison:

• Text - Compare with a fixed text that you enter;
• Value - Compare with another block value entered in the form by a respondent (more info).

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Calculations

You can use the calculator block to perform calculations with given answers. The matrix block supports the following calculation operations:

• Score - Calculate a total matrix score based on the entered score list for columns;
• Row score - Calculate a row score for an individual matrix row based on the entered score list for columns.

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