Screener questions can now be edited after publishing

Screener questions can now be edited any time after a project is published. It is important to note there are some catches.

When updated screener questions after publishing, the screener is effectively replaced
- This means that if answers have already been collected, they are still qualified on the original screener
- Only new screener responses will be qualified based on screener updates

We generally recommend using this only as a fallback if there was an error in screener setup or if no screener responses have been submitted. If you choose to accept edits after responses have been collected, you can use the createdAt field in the screener response to cross reference with the screener update time to manage different qualifications.

Question types and logic

The screener questionType can be selected from a set list of strings. Radio and checkbox answers can have additional answer logic and skip logic applied.

All projects require at least 2 screener questions to publish. On an external-screener project, the questions declared in externalQuestions count towards that minimum, so one screener question plus one external question is enough. Organizations enabled for screener-less projects are exempt: their projects publish with no screener questions at all, and participants apply without answering any. Ask your Respondent contact if you need this enabled.

Question and answer text fields accept plain strings only. HTML, Markdown, and other rich text formatting are not rendered — participants see the raw characters.

questionType	Use case	`answerValue` Schema	Skip logic
`radio`	Single select	1 = Qualify 2 = Disqualify	Yes
`checkbox`	Multi select	1 = May Select 2 = Must Select 3 = Disqualify (see Checkbox qualification)	Yes
`singleLineTextbox`	Short form text box	n/a	No
`multiLineTextbox`	Long form text box	n/a	No
`numericBox`	Single entry number	n/a	No
`sliderScale`	Number selector	n/a	No
`fileUpload`	File attachment upload	n/a	No
`rank`	Rank/order a set of options	n/a	No
`matrix`	Grid of rows scored against shared columns	Per-row via `matrixRows` (column `answerValue` unused)	Yes

fileUpload, rank, and matrix are enabled per organization. Creating one of these question types without the corresponding feature enabled returns 403 Forbidden.

Basic screener question setup

POST /v1/projects/{projectId}/screener-questions The examples below show a basic setup for each question type.

For all examples isRequired is set to true and skipLogic is set to false
All question types can be required or not
Only radio and checkbox questions can include skip logic
- These question types can also include an other option, but do not require it
- The radio example shows the inclusion of an other option while checkbox example shows no other option
Each example shows the minimum fields required, but other fields may be available.

Checkbox qualification

A checkbox question qualifies a participant when both of these hold:

No selected answer is a Disqualify (answerValue: 3).
The Must Select answers (answerValue: 2) satisfy the question’s matchType:
- "all" (the default when matchType is omitted): every Must Select answer must be selected.
- "any": at least one Must Select answer must be selected.

May Select answers (answerValue: 1) never affect qualification. Selecting or skipping them changes nothing. A question with no Must Select answers qualifies on any selection that does not include a Disqualify answer. matchType is optional and only applies to checkbox questions. Questions created before the field existed have no matchType and behave as "all".

Checkbox with matchType

{
  "questionType": "checkbox",
  "text": "Which of these tools do you use during handoff?",
  "answers": [
    { "text": "Figma", "answerValue": 2 },
    { "text": "Jira", "answerValue": 2 },
    { "text": "Zeplin", "answerValue": 1 },
    { "text": "Storybook", "answerValue": 3 }
  ],
  "matchType": "any",
  "isRequired": true,
  "skipLogic": false,
  "includeOtherOption": false
}

With "matchType": "any", selecting Figma alone qualifies. With "all" (or no matchType), the participant must select both Figma and Jira. Selecting Storybook disqualifies in either case.

{
  "questionType": "radio",
  "text": "What is your favorite coastline in the United States?",
  "answers": [
    {
      "text": "East Coast",
      "answerValue": 2
    },
    {
      "text": "West Coast",
      "answerValue": 1
    },
    {
      "isOther": true,
      "text": "Other",
      "answerValue": 2
    }
  ],
  "skipLogic": false,
  "includeOtherOption": true,
  "isRequired": true
}

{
  "questionType": "checkbox",
  "text": "What animals would you like to spend time with?",
  "answers": [
    {
      "text": "Cat",
      "answerValue": 1
    },
    {
      "text": "Dog",
      "answerValue": 1
    },
    {
      "text": "Giraffe",
      "answerValue": 1
    },
    {
      "text": "Pineapple",
      "answerValue": 3
    }
  ],
  "isRequired": true,
  "skipLogic": false,
  "includeOtherOption": false
}

{
  "questionType": "singleLineTextbox",
  "text": "What is your favorite color?",
  "skipLogic": false,
  "isRequired": true
}

{
  "questionType": "multiLineTextbox",
  "text": "In your own words, tell us what your favorite hobby is.",
  "skipLogic": false,
  "isRequired": true
}

{
  "questionType": "numericBox",
  "text": "How old are you?",
  "skipLogic": false,
  "isRequired": true
}

{
  "questionType": "sliderScale",
  "text": "On a scale from 1 to 10 how confident are you building an API?",
  "isRequired": true,
  "skipLogic": false,
  "minValue": 1,
  "maxValue": 10,
  "step": 1
}

{
  "questionType": "fileUpload",
  "text": "Please upload a screenshot of your current dashboard.",
  "isRequired": true
}

{
  "questionType": "rank",
  "text": "Rank these product features from most to least important to you.",
  "answers": [
    { "text": "Price" },
    { "text": "Battery life" },
    { "text": "Camera quality" },
    { "text": "Screen size" }
  ],
  "randomizeOrder": true,
  "isRequired": true
}

{
  "questionType": "matrix",
  "text": "How familiar are you with each of these brands?",
  "matrixSelectionMode": "single",
  "matrixMatchType": "all",
  "answers": [
    { "uid": "a1111111-1111-4111-8111-111111111111", "text": "Never heard of it" },
    { "uid": "a2222222-2222-4222-8222-222222222222", "text": "Heard of it" },
    { "uid": "a3333333-3333-4333-8333-333333333333", "text": "Use it regularly" }
  ],
  "matrixRows": [
    {
      "uid": "b1111111-1111-4111-8111-111111111111",
      "text": "Figma",
      "qualifyingAnswerUids": ["a3333333-3333-4333-8333-333333333333"]
    },
    {
      "uid": "b2222222-2222-4222-8222-222222222222",
      "text": "Sketch",
      "qualifyingAnswerUids": [
        "a2222222-2222-4222-8222-222222222222",
        "a3333333-3333-4333-8333-333333333333"
      ]
    }
  ],
  "isRequired": true
}

Getting started

Projects

Screeners and Responses

Messaging

Webhooks

Guides

Creating questions

Question types and logic

Basic screener question setup

Checkbox qualification

​Question types and logic

​Basic screener question setup

​Checkbox qualification

Question types and logic

Basic screener question setup

Checkbox qualification