Overview

LookUp is an add-on feature and must be enabled prior to use. Contact the Customer Success Team, or customersuccess@responsive.io, to enable it.

You can create projects from Responsive LookUp.

Select the applicable tab for your edition of Responsive.

• Creating Projects from Responsive LookUp

  1. Click the Responsive icon on your Google toolbar to open the floating window.

  

  2. In the Responsive Lookup floating window, click the folder icon, and then click the plus icon.

  

  3. Enter the details about the project as you would for a project created in Responsive. A warning icon will appear at the top as long as there are required fields that have not been filled in.

  

  4. When you are finished, click the checkmark icon at the top of the window to create the project.

  

  5. Add sections, subsections, questions and answers to the project from the questionnaire.
  6. 1. • You can add fields by selecting text in the questionnaire. Click the Add Field by Selecting Text button, and then click the text you want to add. Specify whether it is a Section, Subsection, Question or Sub-question by clicking on the appropriate icon.

  

  1. 1. • You can add fields by selecting an element. Click the Add Field by Element button, and then move your mouse over the questionnaire until you see a green box around the field you want to add.  Specify whether it is a Section, Subsection, Question or Sub-question by clicking on the appropriate icon.

  

  1. 1. • You can add fields manually from the menu in the window’s header (three stacked dots). Select Add Field Manually and then choose the type of field. Enter the field.

  

  6. (Optional) Click the auto-identify button to find similar elements and add them to the project. You can undo or save at the bottom of the window.

  

  7. (Optional) Click the Highlight icon to see where there are elements in the questionnaire that have been added to the project. This will help you know if you have missed adding a field. You can also select Highlight from the menu.

  

  8. (Optional) Click the menu icon for a question, and then select Answer Configuration. Specify the field characteristics for the answer, and then click Save.

  

  9. (Optional) Click Section Reorder from the menu to display handles next to each section. Click and drag a handle to change the order of the sections. Click the checkmark icon when you are finished.

  

• Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

  Creating Projects from Responsive LookUp

  1. Click the Responsive icon on your Google toolbar to open the floating window.

  

  2. In the Responsive Lookup floating window, click the folder icon, and then click the plus icon.

  

  3. Enter the details about the project as you would for a project created in Responsive. A warning icon will appear at the top as long as there are required fields that have not been filled in.

  

  4. When you are finished, click the checkmark icon at the top of the window to create the project.

  

  5. Add sections, subsections, questions and answers to the project from the questionnaire.
  6. 1. • You can add fields by selecting text in the questionnaire. Click the Add Field by Selecting Text button, and then click the text you want to add. Specify whether it is a Section, Subsection, Question or Sub-question by clicking on the appropriate icon.

  

  1. 1. • You can add fields by selecting an element. Click the Add Field by Element button, and then move your mouse over the questionnaire until you see a green box around the field you want to add.  Specify whether it is a Section, Subsection, Question or Sub-question by clicking on the appropriate icon.

  

  1. 1. • You can add fields manually from the menu in the window’s header (three stacked dots). Select Add Field Manually and then choose the type of field. Enter the field.

  

  6. (Optional) Click the auto-identify button to find similar elements and add them to the project. You can undo or accept the change at the bottom of the window.

  

  7. (Optional) Click the Highlight icon to see where there are elements in the questionnaire that have been added to the project. This will help you know if you have missed adding a field. You can also select Highlight from the menu.

  

  8. (Optional) Click the menu icon for a question, and then select Answer Configuration. Specify the field characteristics for the answer, and then click Save.

  

  9. (Optional) Click Section Reorder from the menu to display handles next to each section. Click and drag a handle to change the order of the sections. Click the checkmark icon when you are finished.