Overview
Grid view allows you to view a section in a view similar to that of a spreadsheet.
- Content is organized into columns and rows, which can be customized to show only what is most important.
- Grid view is also sticky, enabling you to toggle back and forth between List view and Grid view depending on your preference and process.
Select the applicable tab for your edition of Responsive.
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Viewing Sections in Grid View
To see a section with Grid View, select Grid View at the top of the page.
The current row has a green border around it.
The Recommendations pane shows recommended responses for the highlighted question by default. The other tabs in the pane show the Comments, Activities, Tasks, etc., for that question as with List View.
You can quickly navigate to a specific tab on the Recommendations pane by right clicking in a row. Select the tab you want from the pop-up menu.
To revert to list view, click the List View button.
Customizing Grid View
Click Customize Columns to add or remove the columns shown in the view. If a column cannot be removed, it will be grayed out.
- The view you choose (Grid View or List View) is sticky for each user; it appears for each section for each project after you select it.
- You can click and drag the row and column borders to change the size of the cells.
Filtering in Grid View
Click the Filter icon to filter by that column, then enter your criteria and click Apply.
- Only rows that match your criteria are returned. The Filter icon displays a red badge so you can quickly see which column has the active filter.
- The Sections List also appears, showing the sections where the content was found and the number of occurrences.
- To remove the filter, click the filter icon and then click Clear.
Sections List
You can:
- Click
to expand and collapse a list of all the sections in the project.
- Click the Add icon (green plus sign) to create a new section.
- Enter the details about the section, and then click Add.
- You can add more than one section at a time by entering the first section name, pressing Enter, and then entering the second name.
Question Icons
Icons for each question appear on the left and right of the screen.
- Highlighted if the question has been answered.
- Answer Library/Auto Respond status icon. See the table below for details.
- Click to attach one or more files to the question. A badge specifies the number of attachments.
- Click to display the Comments tab. The number indicates how many comments already exist for the question.
- Click to flag the question. The number indicates the number of existing flags for the question.
- Click to display the Clarifications tab. The badge indicates the number of existing clarifications for the question.
- Click to see the Save in Answer Library settings. If the icon is highlighted, the Q&A pair will be saved.
- Only appears if the question has been translated. Click to see the question in the source and target languages.
Answer Library/Auto Respond Status Icons
The following icons show the status of the Answer Library and Auto Respond usage.
The Answer Library content used in this response has been edited, so updated content is available. Auto Respond provided content for the response, and the user has edited it. Auto Respond provided content for the response, and updated content is available. Auto Respond provided content for the response. Bulk Options
You can update more than one question at a time.
- Select the checkboxes for the questions to see the Bulk Options menu.
- You can see the number of questions that were selected. Click Clear to clear the checkboxes.
- Select Tags to add tags to the selected questions. Add Tags is specified by default. Click in the Tags field to see a list of available tags. Select Remove Tags and then specify a tag to remove the tag from the questions.
- Select Flags to add flags to the specified questions. Select Remove Flags and then specify a flag to remove the flag from the questions.
- Select Manage Users to change the users assigned to the questions and select the Authors tab to assign new authors, replace all existing authors with new ones, or remove the authors.
- Select the Reviewers tab to assign new reviewers, replace all existing reviewers with new ones, or remove the reviewers. You can also specify the review process (any reviewer can complete the reviews, all users must complete the reviews, or all reviewers must review the questions in the specified order).
- Select the Guests tab to assign guests, replace all existing guests with new ones, or remove the guests.
- Select More to see additional operations you can perform for the selected questions.
- Edit Answer Type - Changes the answer type for the selected questions.
- Sub-question visibility setting - Specifies if sub-questions are visible when a parent question has a specific answer (for example, you only see the sub-questions if the parent question is True). The parent question must have the answer type Radio or Dropdown.
- Move Questions - Moves the specified questions to a different section.
- Remove Parent Question - Removes the specified sub-questions from the parent question and make them questions immediately after the parent question. For example, if question 2.0 has 5 sub-questions, and you remove the parent question for 2.2 and 2.3, those questions become 3.0 and 4.0. The remaining sub-questions under 2.0 are automatically renumbered as 2.1, 2.2 and 2.3.
- Change to Description - Change the questions to descriptions.
- Change to Help Text - Change the questions to help text.
- Answer Library Settings - Change the Save in Answer Library settings for the questions.
- Edit Question Numbering - Change the question number manually or allow Responsive to update them.
- Answer Questions - Provides the same answer to all the selected questions and change the status to Answered or Not Answered.
- Delete Questions - Deletes the specified questions.
- Set Parent Question - Allows you to specify a parent question and makes the selected questions sub-questions under it.
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Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.
Viewing Sections in Grid View
To see a section with Grid View, select Grid View at the top of the page.
The current row has a green border around it.
The Recommendations pane shows recommended responses for the highlighted question by default. The other tabs in the pane show the Comments, Activities, Tasks, etc., for that question as with List View.
You can quickly navigate to a specific tab on the Recommendations pane by right clicking in a row. Select the tab you want from the pop-up menu.
To revert to list view, click the List View button.
Customizing Grid View
Click Customize Columns to add or remove the columns shown in the view. If a column cannot be removed, it will be grayed out.
- The view you choose (Grid View or List View) is sticky for each user; it appears for each section for each project after you select it.
- You can click and drag the row and column borders to change the size of the cells.
Filtering in Grid View
Click the Filter icon to filter by that column, then enter your criteria and click Apply.
- Only rows that match your criteria are returned. The Filter icon displays a red badge so you can quickly see which column has the active filter.
- The Sections List also appears, showing the sections where the content was found and the number of occurrences.
- To remove the filter, click the filter icon and then click Clear.
Sections List
You can:
- Click
- Click the Add icon (green plus sign) to create a new section.
- Enter the details about the section, and then click Add.
- You can add more than one section at a time by entering the first section name, pressing Enter, and then entering the second name.
Question Icons
Icons for each question appear on the left and right of the screen.
- Highlighted if the question has been answered.
- Answer Library/Auto Respond status icon. See the table below for details.
- Click to attach one or more files to the question. A badge specifies the number of attachments.
- Click to display the Comments tab. The number indicates how many comments already exist for the question.
- Click to flag the question. The number indicates the number of existing flags for the question.
- Click to display the Clarifications tab. The badge indicates the number of existing clarifications for the question.
- Click to see the Save in Answer Library settings. If the icon is highlighted, the Q&A pair will be saved.
- Only appears if the question has been translated. Click to see the question in the source and target languages.
Answer Library/Auto Respond Status Icons
The following icons show the status of the Answer Library and Auto Respond usage.
The Answer Library content used in this response has been edited, so updated content is available. Auto Respond provided content for the response, and the user has edited it. Auto Respond provided content for the response, and updated content is available. Auto Respond provided content for the response. Bulk Options
You can update more than one question at a time.
- Select the checkboxes for the questions to see the Bulk Options menu.
- You can see the number of questions that were selected. Click Clear to clear the checkboxes.
- Select Tags to add tags to the selected questions. Add Tags is specified by default. Click in the Tags field to see a list of available tags. Select Remove Tags and then specify a tag to remove the tag from the questions.
- Select Flags to add flags to the specified questions. Select Remove Flags and then specify a flag to remove the flag from the questions.
- Select Manage Users to change the users assigned to the questions and then select the Authors tab to assign new authors, replace all existing authors with new ones, or remove the authors.
- Select the Reviewers tab to assign new reviewers, replace all existing reviewers with new ones, or remove the reviewers. You can also specify the review process (any reviewer can complete the reviews, all users must complete the reviews, or all reviewers must review the questions in the specified order).
- Select the Guests tab to assign guests, replace all existing guests with new ones, or remove the guests.
- Select More to see additional operations you can perform for the selected questions.
- Edit Answer Type - Changes the answer type for the selected questions.
- Sub-question visibility setting - Specifies if sub-questions are visible when a parent question has a specific answer (for example, you only see the sub-questions if the parent question is True). The parent question must have the answer type Radio or Dropdown.
- Move Questions - Moves the specified questions to a different section.
- Remove Parent Question - Removes the specified sub-questions from the parent question and make them questions immediately after the parent question. For example, if question 2.0 has 5 sub-questions, and you remove the parent question for 2.2 and 2.3, those questions become 3.0 and 4.0. The remaining sub-questions under 2.0 are automatically renumbered as 2.1, 2.2 and 2.3.
- Change to Description - Change the questions to descriptions.
- Change to Help Text - Change the questions to help text.
- Answer Library Settings - Change the Save in Answer Library settings for the questions.
- Edit Question Numbering - Change the question number manually or allow Responsive to update them.
- Answer Questions - Provides the same answer to all the selected questions and change the status to Answered or Not Answered.
- Delete Questions - Deletes the specified questions.
- Set Parent Question - Allows you to specify a parent question and makes the selected questions sub-questions under it.