Create a survey question template

You can create and administer question templates.

Before you begin

Role required: admin or survey_admin

About this task

Note: Changes to a survey, such as the modification of question templates, apply to existing survey instances immediately.


  1. Navigate to Survey Management > Templates.
    Each template is stored as a record on the Assessment Metric Template [asmt_template] table.
  2. Click New.
  3. Fill in the Name field and save the record.
  4. In the Assessment Template Definitions related list, click New.
    Create a template definition for each answer option you want to appear on a question.
  5. Fill in the following fields:
    • Display: Enter the text to appear as the answer option.
    • Value: Enter a numeric value, greater than or equal to zero, to which the answer option equates. Values are used in results calculations. When you view questions that use templates, answer options appear in order from smallest to largest Value. Each template definition for a given template must have a unique Value.
  6. Click Update.


Note: Any templates you create are available for use with both surveys and assessments.