Version Notice: This article covers features only available in our r9/IS Pro platform.
IntelliSurvey supports multiple users editing a survey simultaneously and in either editing mode (SPL or IntelliBuilder). This article details the three ways to collaborate when editing a survey:
- Collaborating with the SPL editor
- Collaborating with IntelliBuilder (IB)
- Collaborating with SPL and IB.
For both SPL and IB editing, the user icons at the top of the editor indicate which users have been working on the project. If the icon is green, it means they are currently logged in.
Saving a new version will temporarily lock the survey from editing for all collaborators. Note that the SPL editor has an additional screen to review changes before saving. Collaborators will see the following message until the SPL user clicks Commit Changes or Back to Editor.
The survey is locked for editing because [user] is reviewing changes prior to saving a new version.
Collaborating with the SPL editor
Updates to SPL by other collaborators are shown in real-time. You'll also see where collaborators are working within the source via a name tooltip.
Tip! If the name tooltip is obscuring the code, hover your mouse over it to make it transparent.
When an SPL user clicks on Save Version, the editor will be locked for all collaborators. Other collaborators will see the following message, and the Save Version button will be disabled until the user clicks Commit Changes or Back to Editor.
Collaborating with IntelliBuilder
When one user is actively editing a specific question, other users will not be able to edit that question at the same time. A user icon will be shown on the widget to indicate which user is actively editing it. Any changes will be shown to collaborators once the user clicks the Apply button in the lower-right corner of the widget.
Note: Changing the order of the widgets by clicking and dragging in IB will update in real-time for both SPL and IB collaborators.
Collaborating with SPL and IB
SPL users and IB users can edit a survey simultaneously. Changes made by one collaborator are communicated to others differently, depending on which editing mode is being used.
Sending SPL changes to IB
When editing in SPL, users will need to send changes to IB in order for IB users to see them. SPL users can click the Send to IB button in the upper right corner of the SPL editor to push changes to IB collaborators without saving a new survey version.
Note: If the SPL user saves a new version and commits the changes or switches their editor mode to IntelliBuilder, this will also push their SPL changes to IB for all collaborators.
Sending IB changes to SPL
When editing a widget in IB, SPL users will see that widget's code highlighted with a name tooltip. However, any changes made in IB will not be reflected in the SPL editor until the IB user clicks Apply for that widget.
Note: Clicking and dragging to change the order of the widgets in IB will be reflected in SPL in real-time.
What happens if there are conflicting changes made in SPL and IB?
There may be scenarios in which changes are made to SPL, but not yet sent to IB, and changes have been made in IB without being applied to SPL. In this situation, the changes from IB will display in the SPL editor once the IB user clicks Apply on the widget they are editing. The SPL user will receive a notification stating that there are some discrepancies between IB and SPL, and that the SPL user should review the updates and reconcile as needed.
Caution! Users will be able to overwrite other collaborators' changes in either editing mode. If the SPL user hasn't sent their changes to IB, or the IB user hasn't clicked Apply on the widget they are editing, those changes will be lost if another user proceeds to save a new version. This is a necessary aspect of collaboration, so that one user cannot prevent others from making changes.
It's important for collaborators to communicate with each other to prevent any work from being inadvertently overwritten.
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