Common quota tags

IntelliSurvey offers several standard tags for setting up quotas in your survey. Unless stated otherwise, the tags included here can be included with either standalone quotas or derived quotas.

Standalone quota variables are widgets created from the type: quotas tag.
Derived quota variables are quotas that are created from other questions, tables, or variables by including either a quotas or create quota tag on the "parent" widget.

Tags

Tag	Description
`apply if`	Specifies a condition for which respondents a quota can apply to. If unmet, the respondent skips the quota.
`audience sheet`	Designates a standalone quota as an "audience quota" which can be monitored in the Audience Quotas applet. Accepts a system or local audience sheet as input. The quota's buckets must match those in the sheet.
`audience type`	Used with the `audience sheet` tag; organizes audience quotas into separate tables by group within the Audience Quotas applet. Accepts user-created group names or the built-in groups 'REP' (Rep Sample), 'GS' (General Sample), or 'OS' (Over Sample) as input.
`build quotas from`	Creates derived quotas from hidden variables when included on a `type: uszip5` widget.
`create quota`	Creates a derived quota from a question by specifying a variable name followed by a `desc` decorator.
`cross by`	Crosses the quota options by another list and creates a crosslist quota.
`crosslist tile`	Set to 'n' so that a crosslist quota's options are displayed like typical quotas in the Quotas applet.
`defer if none`	Specifies a page label that respondents will defer termination until reached, allowing them to continue answering questions if no quota bucket applies.
`defer if over`	Specifies a page label that respondents will defer termination until reached, allowing them to continue answering questions if all quota buckets they qualify for are full.
`if none`	Specifies a page label to redirect respondents to if they have a "Terminate" status. If set to 'NEXT', respondents can continue, and complete the survey, despite not qualifying for a quota.
`if over`	Specifies a page label to route respondents to if they have an "Over Quota" status. If set to 'NEXT', respondents can continue, and complete the survey, despite not qualifying for a quota.
`maxgroups`	Limits the number of quota buckets a respondent can be assigned to if they qualify for multiple.
`optsfrom`	Specifies a list or sheet to use for creating a quota's options.
`oq text`	Customizes a derived quota's description in reports.
`qualified value`	Used with single-select quotas; specifies which bucket a respondent should qualify for.
`quotabase`	Sets the criteria, often based on respondent status, for incrementing counts for a quota.
`quota chapter`	Assigns a derived quota variable to a specified chapter in the reporting field tree. If omitted, derived quotas are stored in the Appendix > Quota variables chapter.
`quota suffix`	Overrides the default "_QUOTA" suffix for derived quotas.
`quota tracking variable`	Defines the variable to store over-quota respondents. If omitted, quotas use the `oq` variable.
`selectby`	Specifies how respondents are assigned to quota groups when they qualify for more than one. If left undefined, quotas default to `selectby: condition`. "Tiered" approaches such as `selectby: weight, counts` can be applied as well.
`status if over`	Assigns an alternate status to respondents who only qualify for full quota buckets. If omitted, defaults to "Q" (Over Quota).
`targetable`	Set to 'y' to classify overquota respondents as status "G" (Targetable Quota) instead of status "Q" (Over Quota).
`term text`	Provides custom termination text in reports for the system variable `disp`.
`track qual`	Set to 'y' to auto-create a multiselect variable to track all quota buckets a respondent qualifies for.
`translate`	Set to 'y' to include quotas in translation output files. Defaults to 'n' for quota variables.

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