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.

Basic features

Each question block has basic features to present the block the way you need, for example Name, Description and Help text. And most of the question blocks have common options, like the Required and Exportability options.

More information about these basic features can be found in the help article about our form builder.

Rows

For the matrix block you can enter the list of rows you want to show to your respondents:

• To add rows one by one click the icon at the bottom of the list;
• To import a list of rows at once, click the icon at the top of the list. You can now supply a list with one row label per text line and click Import to add them 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

  By enabling the Description feature, you can extend the row with a description, for example to show an extra explanation. This description is shown below the row label.

• Required

  You can make the whole matrix required by enabling the Required feature on the whole block, but you can also set the requirement per row. By enabling the Required feature per row, you can mark specific rows to be required. In that way not all rows are required, but only the ones you mark.

• Identifier

  By enabling the Identifier feature you can set an identifier for that row to use in the dataset (more information about identifiers).

• Score

  You can attach scores to the columns to perform instant calculations. By enabling the Score feature you can enter the desired score value per column (more information about instant scores).

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Columns

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

• To add columns one by one click the icon at the bottom of the list;
• To import a list of columns at once, click the icon at the top of the list. You can now supply a list with one column label per text line and click Import to add them 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 enabling the Identifier feature you can set an identifier for that column to use in the dataset (more information about identifiers);

• Score

  By enabling the Score feature you can enter the desired score value for that column (more information about instant scores).

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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