Use the Wizard Designer

Available from Version: 9.0 

Operating System: Windows 

empower® Add-in: Document Automation
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In the Wizard Designer, various questions can be defined that the user must answer when selecting a template in order to fill in the template.

The following five types of questions are available in the Wizard Designer when creating an automated template (Figure 270, “Question Types”):

  • Text Input

  • Yes/No

  • Picture

  • Single Choice

  • Multiple Choice

Figure 270. Question Types

Question Types

Note

The screenshots and examples in this chapter refer to the user interface in PowerPoint.

In Word, you can use the Wizard Designer the same way as in PowerPoint.

To open the Wizard Designer, click on the button Automation Designer and then choose the option Wizard Designer (Figure 271, “Option Wizard Designer”).

Figure 271. Option Wizard Designer

Option Wizard Designer

To add a new question, click on the button Add new question (Figure 272, “General Options in Wizard Designer” (1)).

To edit a question, click into the question panel (Figure 272, “General Options in Wizard Designer” (2)).

To delete a question, click into the question panel and then click on the bin symbol (Figure 272, “General Options in Wizard Designer” (3)).

To move a question up or down, use the arrow symbols in the question panel (Figure 272, “General Options in Wizard Designer” (4)).

To save your changes, click on the button Save (Figure 272, “General Options in Wizard Designer” (5)).

Figure 272. General Options in Wizard Designer

General Options in Wizard Designer

Note

After saving the questions, you cannot change the question name via the Wizard Designer anymore.

To change the name of a question, navigate to the option Manage fields, select the question and click on the button Edit.

For further information, see Add Fields for PowerPoint and Add Fields for Word.

Use Text Input Questions

The question type Text Input is used to define the content of text fields.

To create a Text Input question, follow the following steps (Figure 273, “Text Input Question”):

  1. Name the question.

  2. Enter a question to be displayed for the user.

  3. If required, enter a watermark that will be displayed in the response field for the user and serves as an example.

  4. To make the question mandatory to be answered, switch the toggle button for Is required to Yes.

Figure 273. Text Input Question

Text Input Question

The following example provides a use case for this question:

Example

Name of the Question: Name

Question: What is your name?

Watermark: Jane Doe

Required: No

Use Yes/No Questions

The question type Yes/No is closely related to the conditions that can be assigned to individual slides as well as individual elements. They primarily serve to decide whether and when certain elements or slides should be displayed.

To create a Yes/No question, follow the following steps (Figure 274, “Yes/No Question”):

  1. Name the question.

  2. Enter a question to be displayed for the user.

  3. To set the initial value for the question to Yes, switch the toggle button for Initial Value to On.

  4. To display the Yes/No question in form of a checkbox, switch the toggle button for Display as checkbox to On.

  5. To make the question mandatory to be answered, switch the toggle button for Is required to Yes.

Figure 274. Yes/No Question

Yes/No Question

If you make the question mandatory, the toggle button for Initial Value is automatically set to Off and the toggle button for Display as checkbox is automatically set to On.

These settings cannot be changed and are therefore grayed out.

The following example provides a use case for this question:

Example

Name of the Question: Contact Slide

Question: Should the contact slide be displayed?

Initial Value: On

Checkbox: Off

Required: No

Note

Making a Yes/No Question mandatory only makes sense if the user is supposed to give their consent for something and the document cannot be created without this consent.

Use Picture Questions

The question type Picture is used to insert pictures to be displayed at a specific position in a slide or document.

To create a Picture question, follow the following steps (Figure 275, “Picture Question”):

  1. Name the question.

  2. Enter a question to be displayed for the user.

  3. To make the question mandatory to be answered, switch the toggle button for Is required to Yes.

Figure 275. Picture Question

Picture Question

The following example provides a use case for this question:

Example

Name of the Question: Contact Photo

Question: Choose a photo to be inserted as the contact photo.

Required: No

Use Single Choice Questions

The question type Single Choice is used to define a question with multiple predefined answer options.

The user is allowed to select only one of the answer options when answering the question.

You can offer as many answer options as you like.

To create a Single Choice question, follow the following steps (Figure 276, “Single Choice Question”):

  1. Name the question.

  2. Enter a question to be displayed for the user.

  3. Add answer options by typing them into the input fields.

    To add additional options, click on the button Add choice.

  4. To make the question mandatory to be answered, switch the toggle button for Is required to Yes.

Figure 276. Single Choice Question

Single Choice Question

To delete one of the answer options, hover over the input field and click on the X symbol next to it.

The following example provides a use case for this question:

Example

Name of the Question: Country

Question: In which country do you work?

Answer Options: Germany, France, England

Required: No

Important

When the user answers to a Single Choice question while filling in the template, the answer to a Single Choice question cannot be revoked.

To provide the user with this option, you can add an answer option like None or - . Then, do not apply any condition on the respective field for this option, but for all other options.

Use Multiple Choice Questions

The question type Multiple Choice is used to define a question with multiple predefined answer options.

The user is allowed to select multiple options when answering the question.

You can offer as many answer options as you like.

To create a Multiple Choice question, follow the following steps (Figure 277, “Multiple Choice Question”):

  1. Name the question.

  2. Enter a question to be displayed for the user.

  3. Add answer options by typing them into the input fields.

    To add additional options, click on the button Add choice.

  4. To make the question mandatory to be answered, switch the toggle button for Is required to Yes.

Figure 277. Multiple Choice Question

Multiple Choice Question

The following example provides a use case for this question:

Example

Name of the Question: Languages

Question: In which languages is the document available?

Answer Options: German, French, English

Required: No

Important

Conditions can be applied on the question type Multiple Choice. If the answer options are inserted as text placeholders, this can lead to issues because certain aspects of text placeholders need to be considered.

For further information regarding this issue, see Add Fields.

Add Dependent Questions

For the question types Text Input, Yes/No and Single Choice, it is possible to create one or more dependent questions.

For the dependent questions, you can also choose from the five question types.

To add a dependent question to an existing question, select the existing question and click on the button Add dependent question (Figure 278, “Button Add dependent question”).

Figure 278. Button Add dependent question

Button Add dependent question

The following example provides a use case for this scenario:

Example

Parent Question (Yes/No): Should the contact slide be displayed?

Answer: Yes

Dependent Question (Picture): Choose a contact photo to be displayed on the contact slide.

The Picture question only becomes available if the parent question is answered with Yes.

If the parent question is answered with No, the Picture question remains hidden and is therefore skipped.

Add Dependent Questions for Single Choice

If you create a dependent question for a Single Choice question and this dependent question is a Single Choice or Multiple Choice question, you can determine for the dependent question whether the answer options depend on the answer to the parent question (Figure 279, “Toggle Button for Dependent Single Choice Question”).

This way, you can determine which answer options are offered to the user when they give a specific answer to the parent question.

Figure 279. Toggle Button for Dependent Single Choice Question

Toggle Button for Dependent Single Choice Question

The following example provides a use case for this scenario:

Example

Parent Question (Single Choice): In which country do you work?

Answer Options for Parent Question: Germany, France, England

Dependent Question (Single Choice): In which city do your work?

Answer Options for Dependent Question: 

  • If Germany has been selected in the parent question: Cologne, Berlin, Frankfurt

  • If France has been selected in the parent question: Paris, Marseille, Toulouse

  • If England has been selected in the parent question: London, Manchester, Brighton

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