Introduction to the Qrvey Composer User Interface
In this document we will show you the basic features of the Qrvey Composer interface and how to navigate your way through them. When you first log into Qrvey, you’ll see the following layout:
Click on the Qrvey logo in the upper-left corner whenever you want to get back to this default landing page. The menu in the upper-right corner, shown below, provides options to manage your profile, view help documentation, submit a support ticket and log out. Your current version of Qrvey is also displayed.
Applications
Your Qrvey projects are called Applications and are listed on the default landing page, organized in the order they were last accessed. To create a new application, click Create Application.
The Activity Log tab is where you’ll find a history of activity surrounding your applications, such as installations and deletions. The Activity Log can be searched or filtered to quickly find specific events. It can also be downloaded using the Download Log File option.
Inside an Application
Once inside an application, you’ll find all of the available UIs for the core platform features such as data management, dashboards and automated workflows in the left-hand menu, as shown below.
Data
The Data component allows you to:
- Connect to existing data sources
- Create forms, surveys and quizzes
- Analyze datasets and create visualizations
Dashboards
The Dashboards UI allows you to:
- Build interactive dashbooards using a WYSIWYG editor.
- Duplicate or delete dashbooards
- Configure navigation between multiple dashboards
- Manage application users and groups
Note: Interactive dashboards can include charts and metrics across multiple datasets, custom text, graphics and data filters.
Automation (Workflows)
The Automation UI allows you to:
- Create automated business processes using a drag-and-drop interface
- Configure workflows to run on a set schedule in response to a webhook or a data change event.
Note: Workflows can incorporate outputs from other components - such as metrics, charts, or reports.
Settings
The Settings UI allows you to:
- Edit your application’s name, description and logo that appears on the default landing page
- Customize the appearance and styles for web forms