How do I set up a matrix table field?

Modified on Mon, 19 Aug, 2024 at 11:10 AM

Learn how to set up a matrix table field in Climedo.

How to configure the matrix field?

	Navigate to study setup step 3 (forms).
	To add the matrix input field to your form, click on "New Field" and scroll down to "Table Field" and drag and drop the field into the input form.
	Click on the input field in the form to open its settings and select "Matrix field (one field per row)" from the table type selection options.
	To ensure that the matrix field is nicely usable when opened on mobile devices, select the option to show the field as repeating fields instead of a table when the questionnaire is opened on a mobile device. If this box stays unticked, the matrix field will always be shown in table format.
	You can select between two input field types: Single choice and multiple choice.

	Next, add the amount of rows required for your matrix field as well as the rows labels. ⚠️ Each row must have a unique label assigned in order to safe your field setup. ⭐ If you want to change the order of your rows, you can simply drag and drop the row to its desired position.
	By clicking on the "Advanced" settings button, you have the option to: - change the database as well as the export label of a row - add a description text - duplicate the row - mark the row as required / unrequired
	Next, add additional columns, if needed.
	Add option labels as well as option values to each column. ⚠️ Each column must have a unique label and option value assigned in order to safe your field setup. ⭐ If you want to change the order of your columns, you can simply drag and drop the row to its desired position.
	Click "Save"

⚠️ Switching between table types in a study with active entries: Please be aware, that if you switch from the matrix field to a different table type, the data structure is changing, which might affect active study entries. For this reason, we recommend to not switch between table types, but to create a new input field.

✉️ Still have questions? Feel free to contact your Customer Success Manager or email us at support@climedo.de.