Formulosity - self-hosted Surveys as Code platform.

This approach offers a number of advantages, including:

• Version control: Survey files can be stored in a Github repository, which makes it easy to track changes and collaborate with others.
• Reproducibility: Survey files can be easily shared and reproduced, making it easy to reuse surveys or create variations of existing surveys.
• Automation: Survey files can be used to automate the creation and deployment of surveys, which can save time and effort.

Formulosity uses human-readable declarative language YAML.

Features

• API first
• Survey UI: for end users (respondents)
• Console UI: manage surveys
• YAML survey configuration
• Basic question types
• Default theme
• Custom themes support
• Personalized options: intro, outro, etc.
• Cookie/IP duplicate response protection
• Admin user authentication
• Continue where you left off
• Advanced validation rules
• Export responses in UI or via API
• Advanced question types
• Pipe answers into the following questions
• Conditional question visibility

Survey Structure

Each directory in SURVEYS_DIR is a survey. You can configure the source of your surveys by setting different SURVEYS_DIR env var.

surveys/
├── survey1/
│   ├── metadata.yaml
│   ├── questions.yaml
│   ├── security.yaml
│   ├── variables.yaml
│   └── ...
└── survey2/
    ├── metadata.yaml
    ├── questions.yaml
    └── ...

To get started, check out the ./api/surveys folder with multiple examples.

Survey Files

metadata.yaml

This file is required! The file consists of a YAML object with specific properties describing the survey.

• title: This is the main title displayed to users at the beginning of the survey.
• theme: This specifies the visual theme applied to the survey. Currently supported themes are: default.
• intro: This text appears as an introduction before the first question.
• outro: This text appears as a conclusion after the last question.

title: Survey Title
theme: default # or custom
intro: |
  This is the introduction to the survey.
  It can be multiple lines long.
outro: |
  Thank you for taking the survey.
  Your feedback is important to us.

questions.yaml

This file is required! The file consists of a list of questions, each defined as a YAML object with specific properties.

• type: This specifies the type of question being asked.
• id: This provides a unique identifier for the question. It is useful for referencing specific questions in branching logic or data analysis. IDs must be unique across all questions in the survey.
• label: This is the text displayed to the user as the question itself.
• description: This provides additional information about the question for the user, such as clarification or instructions.
• options: This list defines the available answer choices for question types like single-choice, multiple-choice and ranking.
• optionsFromVariable: This property references a variable defined in a separate variables.yaml file. The variable should contain a list of options to be used for the question. This allows for reusability and centralized management of option lists.
• validation: This property is used to define validation rules for specific question types.

questions:
  - type: single-choice
    id: question1 # optional ID, must be unique across all questions
    label: What is the capital of Germany?
    description: You can select multiple options
    optionsFromVariable: german-city-options # defined in variables.yaml
    options:
      - Berlin
      - Munich
      - Paris
      - London
      - Hamburg
      - Cologne
    validation:
      min: 1
      max: 3

Conditional questions and answer piping

Questions may use visible_if to branch based on answers to earlier questions. Referenced questions must have an explicit, unique id and must appear above the dependent question. Hidden questions are not required, cannot be submitted, have their stored answers cleared, and are omitted from sessions, exports, and webhooks.

A condition has one leaf operator or one logical operator. Supported leaf operators are equals, not_equals, contains, greater_than, greater_than_or_equal, less_than, less_than_or_equal, is_answered, and is_not_answered. Boolean composition uses non-empty all and any lists or a single not condition. contains checks exact membership in a multiple-choice or ranking answer; numeric comparisons require a numeric answer.

Text interpolation uses {{ question_id }} (whitespace is optional). It is supported in intro, outro, question label and description, and choice/ranking option labels. Missing answers render as an empty string and arrays are rendered as comma-separated values. Interpolation references must name a question; expressions and defaults are not supported.

title: Employment survey
intro: Welcome {{ name }}.
questions:
  - id: name
    type: short-text
    label: What is your name?
  - id: employment
    type: single-choice
    label: Are you employed?
    options: [yes, no]
  - id: employer
    type: short-text
    label: Who employs you, {{ name }}?
    visible_if:
      question: employment
      equals: yes
  - id: interests
    type: multiple-choice
    label: Which tools do you use?
    options: [Go, Rust, TypeScript]
  - id: go_experience
    type: long-text
    label: Tell us about your Go experience.
    visible_if:
      question: interests
      contains: Go

security.yaml

This file is optional. The file consists of a YAML object with specific properties for survey security settings.

• duplicateProtection: This property defines how the platform handles duplicate responses from the same user.

duplicateProtection: cookie # cookie | ip

variables.yaml

This file is optional. The file consists of a list of variables, each defined as a YAML object with specific properties.

• id: This unique identifier references the variable within questions. IDs must be unique across all variables defined in the file.
• type: This specifies the type of data stored in the variable. Currently supported types are: list.

variables:
  - id: german-city-options # must be unique
    type: list
    options:
      - Berlin
      - Munich
      - Hamburg
      - Cologne

Question Types

Short Text

Prompts users for a brief written answer.

- type: short-text
  label: What is the capital of Germany?
  # set min/max characters
  validation:
    min: 10
    max: 100

Long Text

Prompts users for a detailed written answer.

- type: long-text
  label: What is the capital of Germany?
  # set min/max characters
  validation:
    min: 10
    max: 100

Single Choice

Presents a question with only one correct answer from a list of options.

- type: single-choice
  label: What is the capital of Germany?
  options:
    - Berlin
    - Munich
    - Paris
    - London
    - Hamburg
    - Cologne

Multiple Choice

Presents a question where users can select multiple answers (with limitations). You can customize the minimum and maximum allowed selections in the validation section.

- type: multiple-choice
  label: Which of the following are cities in Germany?
  description: You can select multiple options
  validation:
    min: 1
    max: 3
  options:
    - Berlin
    - Munich
    - Paris
    - London
    - Hamburg
    - Cologne

Date

Asks users to enter a specific date.

- type: date
  label: When was the Berlin Wall built?

Rating

Presents a scale for users to rate something on a predefined range.

- type: rating
  label: How much do you like Berlin?
  min: 1
  max: 5

Ranking

Asks users to rank options based on a given criteria.

- type: ranking
  label: Rank the following cities by population
  optionsFromVariable: german-city-options

Yes/No

Presents a question where users can only answer "yes" or "no".

- type: yes-no
  label: Is Berlin the capital of Germany?

Email

Prompts user to enter their email

- type: email
  label: Please enter your email.

File

Prompts user to upload their file based on a given formats and maximum upload size.

- type: file
  label: Upload a Berlin Image
  validation:
    formats:
      - .jpg
      - .png
    max_size_bytes: 5*1024*1024 # 5 MB

Responses

Responses can be shown in the UI and exported as a JSON. Alternatively you can use REST API to get survey resposnes:

curl -XGET \
http://localhost:9900/app/surveys/{SURVEY_ID}/sessions?limit=100&offset=0&sort_by=created_at&order=desc

Where {SURVEY_ID} id the UUID of a given survey.

Installation & Deployment

API and Postgres with Docker Compose

You can build and run both API and Postgres with Docker Compose:

docker-compose up -d --build

API will be available at http://localhost:9900.

Environment variables:

API:

• DATABASE_URL - Postgres connection string
• SURVEYS_DIR - Directory with surveys, e.g. /root/surveys. It's suggested to use mounted volume for this directory.
• UPLOADS_DIR - Directory for uploading files from the survey forms.

Run UI with npm

cd ui
npm install
npm run dev

UI will be available at http://localhost:5173.

Run API locally

Assuming you have Postgres running locally (docker-compose up -d postgres), you can run the API with:

cd api
export DATABASE_URL="postgres://user:pass@localhost:5432/formulosity?sslmode=disable"
export SURVEYS_DIR="./surveys"
go run main.go

Tech Stack

• Backend: Go, Postgres
• UI: Vue 3, Tailwind CSS

Create new Postgres migration

Make sure to install go-migrate first.

cd api
migrate create -dir migrations -ext sql -seq name

Run Go tests

cd api
make test

Contributing Guidelines

Pull requests, bug reports, and all other forms of contribution are welcomed and highly encouraged!