Defining Field-Specific Column and Row Values for a Matrix Field

A Matrix field allows you to display a 2-dimensional array of checkboxes, allowing users to plot or rank responses relative to the 2 factors posed by the dimensions. During the field creation process, you can select to populate a Matrix field column and row values with global values lists or to create custom column and row values. If you select to create field-specific values, you can define those values from the Column Values or the Row Values sections on the Matrix field properties panel. Field-specific column and row values are considered local to the Matrix field because you cannot reuse these values for other fields.

Note: If you selected to use global values lists to populate the Matrix field column and row values, the Column Values and Row Values links are not displayed on the Data Fields panel of the Application Designer page.

On this page

Add field-specific column or row values for a matrix field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, select the Matrix field.
  3. Do 1 of the following:
    1. To define values for a column, in the Column Values section, click Edit Column Values.
    2. To define values for a row, in the Row Values section, click Edit Row Values.
  4. In the Values section, click Add New.
  5. In the Text Value field, enter the value as you want it to display in the values list.
  6. (Optional) In the Description field, enter a description.

    If the field is configured to display description links, users will be able to view this description by clicking the linked value.

  7. (Optional) In the Default Selection field, click Select this value by default.
  8. In the Numeric Value field, enter the value.
  9. (Optional) In the Text Color field, select a color to apply to the text of the value.
  10. (Optional) In the Image field, click Add to attach and image to the value.
  11. (Optional) In the Other field, click Require users to enter supporting information when they select this value.
  12. Save the value.

  13. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.

Edit field-specific column or row values for a matrix field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, select the Matrix field.

  3. In the Column Values or Row Values sections, click Edit Values.

  4. Under the Values list, select the value you want to update.
  5. Change the property of the value.
  6. Save the value.

  7. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.

Export field-specific column or row values for a matrix field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, select the Matrix field.
  3. Do 1 of the following:
    1. To export column values, in the Column Values section, click Edit Column Values.
    2. To export row values, in the Row Values section, click Edit Row Values.
  4. In the Values section, click Export.
  5. Enter a file name and click Save.

  6. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.

Import field-specific column or row values for a matrix field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, select the Matrix field.
  3. Do 1 of the following:
    1. To import column values, in the Column Values section, click Edit Column Values.
    2. To import row values, in the Row Values section, click Edit Row Values.
  4. In the Values section, click Import.
  5. Click Add New.
  6. Select the XML file you want to upload and click Open.
  7. Click OK.
  8. Update the value properties as needed.
  9. Save the value.

  10. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.

Inactivate field-specific column or row values for a matrix field

  1. From your application, go to Designer tab > Layout tab > Objects panel.
  2. In the Data Fields section, select the Matrix field.
  3. Do 1 of the following:
    1. To modify values for a column, in the Column Values section, click Edit Column Values.
    2. To modify values for a row, in the Row Values section, click Edit Row Values.
  4. Under the Values list, select the value you want to inactivate.
  5. In the Active field, clear the Make the value available for selection checkbox.
  6. Save the value.
  7. Repeat steps 2-5 for other values you want to inactivate.

  8. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.