Having a long list of items to be evaluated, adding them manually piece-by piece, formatting each to a uniform HTML layout, maybe even in more languages, can be a pretty monotone and time consuming task. A more creative and efficient way is to set up the Enquette on the desktop machine and then upload it, more or less ready-to-use, on the server. A downloaded Excel Enquette offers the appropriate base.
Suppose we have a list of employees with First name, Last name and Position like this:
|
A |
B |
C |
1 |
First Name |
Last Name |
Position |
2 |
Martin |
Smith |
Sales Manager |
3 |
Victoria |
Peabody |
Key Account Manager |
4 |
John |
Gonzales |
Project Manager |
They are to be evaluated in a poll on criteria like Friendly, Dynamic and Reliable.
Suppose further, there are photographs uploaded on the server in the directory /images/company/employees, each named uniformly by [FirstName].[LastName].jpg.
An exigent task is to design the Layer Items (Questions). Lets create the Enquette on the server, design just one Item for one person as a template (remember, the Enquette Prefix enables specific CSS definitions) and then download the Enquette as Excel XML. On the Items worksheet, you will find something like this (emploee specific parts marked red):
|
A |
~ |
G |
H |
1 |
item_id |
|
etype |
text:en-gb |
2 |
469 |
|
0 |
<div class="card"> <p><img src="/images/company/employees/Martin.Smith.jpg" alt="Sales Manager" class="picture" /><span class="first">Martin</span><span class="last">Smith</span></p> <p><span class="position">Sales Manager</span></p> </div> |
3 |
|
|
|
|
Now, add new worksheet named Employees and copy the employees list there. Then, on the Items worksheet, edit the H2 text as a formula, substituting emphasized text parts by references to Employees worksheet (marked blue). Remember that in formulas, the literal quote character " must be escaped as "":
|
A |
~ |
G |
H |
1 |
item_id |
|
etype |
text:en-gb |
2 |
496 |
|
0 |
="<div class=""card""> <p><img src="/"images/company/employees/" & Employees!$A2 & "." & Employees!$B2 & ".jpg"" alt=""" & Employees!$C2 & """ class=""picture"" /><span class=""first"">" & Employees!$A2 & "</span><span class=""last"">" & Employees!$B2 & "</span></p> <p><span class=""position"">" & Employees!$C2 & "</span></p> </div>" |
3 |
|
|
|
|
After you have entered the formula and hit Enter, the text in H2 should look exactly the same as the downloaded one. Just when selecting the cell, you see the formula in the Excel's fx field.
Finally, copy the Item row downwards corresponding to Employees worksheet rows count. For new items, set negative item_id like -1, -2 ... (as positive IDs could eventually rewrite existing records). The worksheet could look like this (again, employee specific parts marked red):
|
A |
~ |
G |
H |
1 |
item_id |
|
etype |
text:en-gb |
2 |
496 |
|
0 |
<div class="card"> <p><img src="/images/company/employees/Martin.Smith.jpg" alt="Sales Manager" class="picture" /><span class="first">Martin</span><span class="last">Smith</span></p> <p><span class="position">Sales Manager</span></p> </div> |
3 |
-1 |
|
0 |
<div class="card"> <p><img src="/images/company/employees/Victoria.Peabody.jpg" alt="Key Accounter" class="picture" /><span class="first">Victoria</span><span class="last">Peabody</span></p> <p><span class="position">Key Accounter</span></p> </div> |
3 |
-2 |
|
0 |
<div class="card"> <p><img src="/images/company/employees/John.Gonzales.jpg" alt="Project Manager" class="picture" /><span class="first">John</span><span class="last">Gonzales</span></p> <p><span class="position">Project Manager</span></p> </div> |
The rest of settings, like Evaluation Criteria etc., is easier to manage on the Enquette administration direct. Or see Setting up Evaluation Criteria how to create it with the Excel Enquette.
When ready, save the file and upload it to the Enquette site back as an Update. Manage other settings, save the Enquette and open it in the front end. It could look like this:

Do not upload Update more times if the file contains new records with negative IDs, since they would be inserted repeatedly. Save the Enquette and download the actual version instead to continue with setting up and updating.