Portal actions

Contents

    Several buttons are located below the Projects table, allowing users to export projects and access other actions. This article provides a description of each button.

    The buttons at the bottom of the page.

    Buttons

    The buttons are listed and described in the table below.

    OptionDescription
    Add projectThis option opens the Add Project popup, allowing the user to enter the project’s code, name, description, URL, and select a theme. In the Settings tab, the editor can be set to read-only mode, and the Survey Inactive Text can also be configured. More information about the project properties can be found here.
    Recover projectThis allows the user to upload a JSON file of an archived project and restore it in the system.
    Import projectAfter a project has been exported, it can be re-imported using this button. This is useful for transferring projects between environments, for example, from the Text environment to the Production environment.
    Export to SPSS & Export to ExcelWhen Export to SPSS or Export to Excel is clicked, a window is opened displaying the available options. Small differences exist between the SPSS and Excel exports, as well as between exports in the Survey Admin and the Projects Portal. All these differences, options, and business rules are described in detail here.