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Birdhouse

Create a Questionnaire

Steps

Section titled “Steps”
  1. Open the Strapi admin panel (strapi.product.f14e.com/admin for production, strapi.staging.f14e.com/admin for staging)
  2. Go to Content Manager -> Questionnaire
  3. Click Create new entry
  4. Fill in the metadata (see details below)
  5. Add questions in the questions section (see Add Question Types)
  6. Add rules in the rules section (see Configure Rules)
  7. Add calculated fields if needed (see Configure Calculated Fields)
  8. Click Save to save as draft
  9. Use Preview to test the flow before publishing

Metadata fields — what to fill in

Section titled “Metadata fields — what to fill in”

Each field in the metadata section configures a different aspect of your questionnaire. Here is what each one does and how to fill it in.

name (required)

Section titled “name (required)”

The internal identifier for your questionnaire. Used in sync commands and must be a slug (a URL-safe name — lowercase letters and hyphens only, no spaces — see Glossary).

Examples: household-insurance, pet-health, dental-basic

This is what you type when running sync commands, e.g., yarn sync:questionnaire -q household-insurance.

slug (required)

Section titled “slug (required)”

The URL identifier. In most cases this matches the name field exactly.

Examples: household-insurance, pet-health

vertical (required)

Section titled “vertical (required)”

Select the insurance product this questionnaire belongs to. Click the dropdown and search for your product (e.g., Household, Dental, Expat, Pet). Each questionnaire must be linked to exactly one vertical.

If your vertical does not exist yet, you need to create a vertical first.

type (required)

Section titled “type (required)”

Choose one of two options from the dropdown:

  • singleRegion — This questionnaire targets one country (most common)
  • multiRegion — This questionnaire is available in multiple countries with region-specific variations

For most new questionnaires, choose singleRegion. See Multi-Region Questionnaires for the multi-region setup.

regions (required)

Section titled “regions (required)”

Select the countries where this questionnaire is available. Click to open the list and select one or more country codes.

Examples: DE (Germany), AT (Austria), ES (Spain)

constants (optional)

Section titled “constants (optional)”

A list of reusable key/value pairs that questions or rules can reference. Click + to add entries. Each entry has a key (the name, in camelCase) and a value.

Example: maxAge / 65, minCoverageAmount / 5000

These are useful for values that appear in multiple places (e.g., age limits, coverage thresholds). For details on how to use constants in question text, see Configure Interpolations.

progressBar (optional)

Section titled “progressBar (optional)”

Defines the sections shown in the progress indicator at the top of the questionnaire. Each section has a label and a list of groupIds it covers.

For setup instructions, see Configure Progress Bar.

featureFlags (optional)

Section titled “featureFlags (optional)”

Toggle experimental or per-questionnaire features. You generally do not need to set these unless instructed by Engineering.

questionList

Section titled “questionList”

This is automatically populated as you add questions. You do not need to fill this manually.

Metadata fields reference

Section titled “Metadata fields reference”
Field Required Description
name Yes Internal slug, used in sync commands
slug Yes URL identifier
vertical Yes Linked insurance product
type Yes singleRegion or multiRegion
regions Yes Country codes (e.g., DE, AT, ES)
constants No List of {key, value} pairs for reusable values
progressBar No Section definitions for the progress indicator
featureFlags No Toggle experimental features
questionList Auto Populated automatically from your questions

See also

Section titled “See also”