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How to Create a Transfer List and Rank Selected Items

About Transfer List​

A transfer list is a form component that allows users to transfer items or options between two question areas or columns. Typically, users can move list items by selecting or dragging them. Form Builder allows you to implement a transfer list that sources values from any multi-select question and copies them as choice options to another question. This guide shows how to transfer items from a Tag Box question to a Ranking question.

How to Configure the Source Question​

To create a transfer list, you can use any question that supports multiple choice selection, such as Checkboxes, Dropdown, Tag Box, etc. The example below uses a Tag Box question that has an ID "technologies" and asks respondents to select familiar technologies from a drop-down list. The "Minimum choices to select" field ensures that users select a required number of options. "Enable the 'Select All' option" allows respondents to select all options simultaneously with a single click.

Tag Box question configuration

How to Transfer Choices​

To source selected values from one question and use them as another question's choices, follow these steps:

  1. Select the question you want to populate with selected choices.
  2. Under Choice Options, locate the Copy choices from the following question drop-down menu.
  3. In the drop-down menu, select the ID of the source question.
  4. Locate the Which choice options to copy property and set it to Selected.

In the example below, we transfer selected values from a question with an ID "technologies" to a Ranking question.

Copy choices from a question

How to Rank Selected Choices​

Once you define a value source and populate a new question with selected items, you can ask your respondents to rank them. By default, the Ranking question requires users to rank all available items. If you want to allow respondents to choose items for further ranking so that they can rank all or only part of the peviously selected choices, enable selective ranking. With this setting, the Ranking question displays two areas: one for ranked and one for unranked items. To order items, respondents should first drag them from the unranked to the ranked area, as shown below.

Transfer selected items to rank some of them

To enable selective ranking, follow these steps:

  1. Select a Ranking question.
  2. Under its General settings, locate the Allow selective ranking checkbox and select it.
  3. Optionally, you can change the position of the ranking area using the Ranking area alignment drop-down menu.

Selective ranking

Limitations​

Please note that the following settings are unavailable for a question that contains transferred choices:

  • "Choices"
  • "Choices order"
  • "Make the option visible if"
  • "Make the option selectable if"

Choice options settings