Matrices allow the builder to build a table that can treat every single cell as an individual field. In a regular table, all cells in a column have the same properties, options, calculations, etcetera, but in matrices, cells can have different question types, options, calculations, etcetera.
Because each cell is treated as an individual field it is also possible to reference them separately. In a calculation you can use Name Of Column 1 Name Of Row to fetch the value from the second row of column one. The column name is always written first.
The reports module is affected by the treatment of individual cells as fields. Instead of having multiple rows as in the case of a table, matrix fields appear as new columns, exactly like any other field outside of a table would.
A consequence of the way matrices behave is that they are very difficult to delete, because each cell needs to be individually deleted. To make this process easier, build the matrix in its own section and delete the whole section, if necessary.
When working with matrices avoid copying advanced properties across question types and also avoid duplicating questions within the matrix.
After a matrix is built and question types are selected in the matrix builder pop up, do not change them, it will break the matrix.
EXAMPLE: A FUNCTIONAL MATRIX
This matrix has been set up correctly and will function as the builder intended. The example matrix here can be used to collect background information about an athlete.
EXAMPLE: A BROKEN MATRIX
This is an example of what happens when Column2 Row2 was changed from a single line text field to a yes / no question. There is a fix for this, though. Select the question that separated from the matrix and select Matrix again on the Entry type. When the setup menu pops up, give it the appropriate column row name of the location it should be in and the question will go back to its original location. Ensure you select the new question type on the matrix set up menu.
It is also possible to add a row or column to the matrix by creating a new matrix, naming the fields accordingly and then moving the fields to join them with the other matrix. For example, if you wanted to add a third row to the matrix you would have to create a new matrix with just one row (Row3) and use the same number and name of columns as the original matrix. After that move the fields next to the other matrix and they will join together.
HOW TO: BUILD A MATRIX
- Log in to the builder interface
- Select the event pages module
- Select New Event Form from the Options drop-down
- Add a question (the question type is not important) and give it the name of the first column, followed by the first row
- Select Matrix as the Entry Mode
- On the pop up menu, name the columns and rows you need. Respect the name you gave to the first column and row before.
- Click Next and on the following screen select the question types you need. This will overwrite the question type selected for the first field. The types can be chosen for columns, rows or every individual cell.
- Click Next. The following pop up menu will let the you set the advanced properties of the columns, rows, or individual cells depending on how the question types were selected.
- Click Next and the matrix will be finished. Keep in mind that you will still need to create the options and write the calculations for every cell that needs them.
- Save your event form
- Assign data permissions to your role that will allow you to test this form