Generate a Survey Instrument from a Dataset#

You can use a dataset description as the starting point for a survey instrument. Colectica creates a question for each variable and places the questions in a sequence.

Navigate to a dataset in your local items or a local checkout. This command is not available while browsing a remote repository.
In the Advanced area of the Dataset ribbon tab, click Generate Survey Instrument From Dataset.
Colectica creates the instrument and adds it as a new local checkout.
Open the instrument and review its questions. Enter question text and add any instructions or routing needed for your survey.

What Is Created#

The instrument receives the dataset’s name, label, and description. For each variable in the dataset’s logical records, Colectica creates:

A question with the variable’s name, label, and description.
A response domain using the variable’s active representation, if one exists.
A question activity in the instrument’s sequence.
A source-question reference from the original variable to the new question.

The questions follow the order of the variables in the dataset’s logical records. The generated instrument is a starting point: the command does not reconstruct survey routing or fill in question text from variable labels.

Running the command again creates another instrument and adds new source-question references to the variables.