You can configure files uploaded to a Qualtrics survey to be sent directly to a Box folder.

For example, you may have a Qualtrics survey for students that has a file upload question: "Upload your graduation photos" and as students take your survey, you want these photos to be sent directly to a Box folder called "Pictures of Graduation". You can configure a file upload question in your Qualtrics survey such that the uploaded file is automatically sent to and stored in the Box folder.

How do you set up a file request to Box?

To do this, you will use Box's File Request Feature and embed this feature inside the Qualtrics survey. To set this up:

1. First, set up the Box side. After creating your Box folder, go to our IT guide with steps to follow to set up the Box folder, under the "File Request Feature" accordion.
   • Note: We recommend turning on requiring a box sign-in so that you only get uploads from verified Tufts folks.
2. When you add the File Request Feature to Qualtrics, you have two options for how the file upload is displayed. The only difference is how you want the survey to look.
   1. You can get a link to the file upload, which will open in a new tab from the survey.
   2. You can embed the file upload in Qualtrics.
3. Here is an example survey with both these options. In the survey, there are steps on how to do each option, which you will follow after and while you set up the File Request Feature in Box.

Important: Both the options shown in this example survey will upload the files immediately - not waiting to only upload after the survey is submitted. If you want the user to have the option to upload files only after the survey is submitted, instead place the file upload in the End of Survey message. You can still use either option - the only difference is where you put either the link or the embed code. Steps to edit the end of survey message are available here.

You can put a Tufts login screen in your survey. This is also called Tufts single sign-on or Tufts SSO authentication. You might do this to:

• Ensure that only members of the Tufts community can take your survey (or a section of your survey)
• Automatically record Tufts information about a respondent, such as email address and name.

Click here to see an example survey. (If you don't see a Tufts login screen, open this in a private window).

Preview/Test Note: The Tufts login screen does not always appear if you click the Preview button in Qualtrics (since you're logged in to edit the survey, Qualtrics does not always ask you to re-log in to take the survey preview). The best way to test adding a Tufts login to your survey is to copy the link of the preview (or the anonymous link of the published survey) and open the link in a new, private browser window.

Adding a Tufts Login Screen

1. Log in to Qualtrics.
2. Open your survey for editing.
3. On the left side of the survey screen, click the Survey Flow icon.
   
4. Under Survey Flow, underneath the first Question Block bar, click Add a New Element Here.
   
5. From the options that appear, select Authenticator. This is the login screen that we will configure.
   
6. Move the authenticator to the place in the survey you'd like it to be by clicking Move and dragging the box. As you're dragging, a green bar will appear to preview where the Authenticator will move to.
   • For your survey to start immediately with a Tufts login screen, let go of the Authenticator when the green bar is at the top of Survey Flow, above all Question Block bars.
   • 
     
7. By default, all users will see the survey questions - even if they don't successfully authenticate. To show questions only to Tufts authenticated respondents, move all question blocks to be indented underneath the Authenticator.
   • Note: If you have multiple question blocks, be sure you do not change the order they are in.
   1. Click and hold Move on a Question Block you want to be behind the Tufts login screen.
      
   2. Drag and drop the Question Block to be indented underneath the Authenticator block.
      
   3. When you're finished, your Survey Flow will look like this:
      
8. Now, configure the Authenticator. Set the Authentication Type to SSO, uncheck "Associate Respondent with Panel", and set the SSO Type to Shibboleth.
   

9. Finally, click Apply in the bottom right of Survey Flow.

To additionally capture information about the respondent, see the section "Use a Tufts Login Screen to Automatically Capture a Respondent's Information" below.

If you have a Tufts login screen in your survey that you added via an SSO authenticator in Survey Flow, you can configure the authenticator to capture a variety of Tufts identifying information. These questions will not be shown to the respondent, but you'll have the information when you look at the survey response in the Data & Analysis section.

Click here to see an example survey. (If you don't see a Tufts login screen, open this in a private window).

You can capture any or all of the following:

• Full name (a.k.a. display name: "John Jumbo")
• First name (a.k.a. given name: "John")
• Tufts username (a.k.a. Tufts UTLN: "jjumbo01@tufts.edu")
• Tufts email address (a.k.a. "john.jumbo@tufts.edu")
• Tufts telephone number (a.k.a. 555-555-5555)
• Tufts title (a.k.a. "Design Manager")

To capture Tufts respondent information:

1. Follow the steps in the "Adding a Tufts Login Screen to your Survey" accordion above.
2. On the left side of the survey screen, click the Survey Flow icon.
   
3. Scroll down to your Tufts SSO authenticator .
4. Check Capture respondent identifying info.
   
5. Click Add Embedded Data...
6. Add the Tufts information you want to capture by adding the same keyword to both sides of the equation. To add a new row, click the green plus to the right of the row.
   • Important: Qualtrics uses LDAP terminology to refer to attributes, and it is case sensitive. Please refer to the below table and accompanying screenshot.

   If You'd Like...	Enter in Qualtrics...	Example
   Full Name	displayName	John Jumbo
   First Name	givenName	John
   Tufts Username	eduPersonPrincipalName	jjumbo01@tufts.edu
   Tufts email address	email	john.jumbo@tufts.edu
   Tufts telephone number	telephoneNumber	555-555-5555
   Tufts title	title	Design Manager

   

7. Finally, click Apply in the bottom right of Survey Flow.

You can configure your survey to have a Tufts login for Tufts users as well as a way for non-Tufts users to enter their information and take your survey. Click here to see an example survey. (If you don't see a Tufts login screen, open this in a private window).

1. Follow the steps in the "Use a Tufts Login Screen to Automatically Capture a Respondent's Information" accordion above.
2. Open your survey for editing.

You will need at least three blocks in your survey:

• One to ask if the user has a Tufts login
• One to ask user details for non-Tufts users
• One or more that contain your survey

You can add a new block to your survey by clicking Add Block, then drag and drop the blocks to rearrange the order they appear to the user.

Start by Setting Up the Blocks:

1. Add a block and move it to the top of your survey, above the other blocks.
   1. Give the block a name like "Introduction Block with Login Type Question."
   2. The first question should be a text/graphic question with any pre-survey information you want all users to see, such as a disclaimer or introductory text about the survey.
   3. In this block, add a multiple choice question asking the user if they have a Tufts University login, including an example (do not use a real username - jjumbo01 is a good example to use).
      
       
2. Add a second block directly below this block. This will be the block shown to users that don't have Tufts credentials.
   1. Give the block a name like "Non-Tufts User Details".
   2. Add a form question asking for the user's name, email address, and any other information you'd like about them. (Note: These can be separate text-entry questions if you prefer those over form questions).
   3. Add any other text or questions you'd like specifically to ask a user that doesn't have Tufts credentials.
      
3. The third and further blocks will be your survey questions.
   
    

Now that we have the blocks, we'll set up the logic in the Survey Flow.

1. On the left side of the survey screen, click the Survey Flow icon. Note: Your screen going forward may have different text than these screenshots depending on the names of your blocks.
   
   
2. Your survey should already have a Tufts login authenticator from the previous accordion.
3. In the bottom right of your Introductory Block, click Move.
   
4. The block will turn green. Drag and drop the block to the very top of your survey, above the SSO Authenticator.
   
5. In the bottom right of the Introductory block, click Add Below.
   
6. Choose Branch.
   
7. In the dropdowns, choose the question where you ask if the user has a Tufts login, then if Yes Is Selected.
   
8. Click OK.
9. In the bottom right of the Introductory block, again click Add Below.
   
10. Choose Branch.
    
11. In the dropdowns, choose the question where you ask if the user has a Tufts login, then if No Is Selected.
    
12. Using the Move button in the bottom right of each Survey Flow element, rearrange your survey flow.
    1. The Introductory block should be at the very top.
    2. Underneath the branch where "Yes" is selected for a Tufts login, and indented, move the SSO Authenticator. 
    3. Underneath the branch where "No" is selected for a Tufts login, and indented, move the non-Tufts User block.
    4. Move all of your actual survey blocks underneath these to the bottom of Survey Flow, not indented.