How do I create a new query form?

Tara Kieffer -

Updated 05/14/15 - AA

 

On any screen select the Create New (+) dropdown from the header.  Select Query.



Create Query window will display.   Complete all fields and click “Save.”


Title:  This will display both internally and externally

Short Description: This displays in both query RSS feeds and when the query is shared on Facebook.  This field does not accept HTML.

Localization: Default is English.  

Organization: The organization that will have ownership and branding for the query.   The default is the user’s home organization.  Any source who responds to the query will be opted into this organization.  If you want more than one organization to own the query, add those other organizations later on in the process.

Project: This is used for organizing queries.  Users of all organizations associated with the project will be able to view the responses to the query.  The default for this field is the user’s home organization main project.




User is redirected to the Edit Query page




Update the Full Description.  Hover over a question/field to see the options (edit/delete) available.  Click Edit.   Note: When the Full Description is left empty, the Short Description will be used.





The Full Description field will open with a WYSIWYG editor.  If you prefer to write the HTML yourself, click “Source” to toggle to the HTML editor version.  Click “Save.”


Next, define the the source contact information you would like to collect.   All queries require First Name, Last Name, Email and Postal Code.   To add additional fields, click the “Add a field” tab, then drag the questions in the right column to the Contact Fields section.  You can edit the text that will display for each field.  You can also drag the questions to reorder them.


Next it is time to define the questions for your query.   The generic fields and the demographic fields can be moved to either the Publishable Fields or Non Publishable Fields section.  The questions to move to the Publishable fields section are the responses for which you wish to have the option to publish (in particular, for publication via PIN's submissions publishing API).  Once you move one question to the Publishable Fields section, the standard permission question will be added to the form.  You can edit the text if desired.

 

Note: at this time uploaded files are being restricted to .jpg, .img, .png and .gif.  Uploaded files are currently not supported in the publishing api. Only one file upload field is allowed per query. 



At any point while editing the query, you can click the “Preview” tab to see how the form will look to a source.  



Authorizations Panel:  

Review the authorizations.  Modify if the defaults are not accurate.


Projects: The project is used for organizing queries.  All organizations associated with the project will be able to view the responses to the query.  More than one project can be associated to a query.

Organizations: The organization(s) will have ownership and branding for the query. When a source responds to the query, they will be opted into these organization(s).

Authors: The authors’ names will display on the byline of the query.  At least one author must be defined for a query, but it does not need to be the same user as the creator of the query.  Authors are also notified when a new submission received creates a conflict and when a new submission is received.

Watchers: These are users who will be notified when new submissions are received.

Opt-in to Global PIN: This flag indicates if the sources who respond to the query will be opted into the Global PIN.

 


Publishing Panel: the following are defined on the Publishing Panel.  To modify, click the Edit (pencil) icon.





Image: for Facebook query sharing.  By default the organization logo will be used.  

Deadline message and date:  the deadline message will display on the query after the date/time selected.   

Expire message and date: after the Expire date/time, the query form will no longer display and accept responses.   The expiration message will display instead.   This allows for additional information to sources and an opportunity to redirect them.

Thank you message:  this is the message that will display after a source responds to a query.  

Display on PublicInsightNetwork.org: this flag determines if the query will display in the RSS feed as well as on the newsroom and journalist pages.

Publish Date: this only needs to be set if the publishing of the query is to be scheduled.  Otherwise the date will be set as time and date the “Publish” button is pushed.



Once the query is ready to be published, click the “Publish” button in the Publishing panel.





To see the published query, click the “Overview” tab.   Here you will see the links available to use for promoting the query.

 


Clicking the Full or Short link will redirect to the Insights page.  Here is an example with more than two organizations and two authors.

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