Create a question in the survey designer

You can create multiple questions for each category, but each question can only be associated with one category.

Before you begin

Role required: admin or survey_admin

About this task

The data type that you select for each question determines how it can be answered by survey recipients.

Procedure

  1. In the Design view, drag a data type icon from the Controls palette and drop it into a category container.
    Configuring question data types
  2. To configure the question, click in the gear icon in its title bar.
    The Properties dialog box appears for the question.
    Survey designer question properties
  3. Complete the form.
    Table 1. Question property fields
    Field Description
    Name [Required] Name of the question. Create a concise and easily recognizable name for your question. The system uses this value to identify the question in Assessment Metric lists and in scorecard charts.
    Question Text to display as the question on surveys. Enter a clear, straightforward question that is easy to understand.
    Type [Read-only] Data type selected for this question. See the table in Controls for possible data types.
    Active Check box that determines whether this question is available on a survey. If a question is marked inactive, it does not appear on surveys generated after the question becomes inactive.
    Mandatory Check box for requiring users to answer the question. Users cannot submit surveys until they answer all mandatory questions, which are denoted by a red field status indicator.

    This field is available when the question does not have a dependency and the question Controls is not Boolean with a check box option.

    Boolean option Whether a check box or a Yes/No list appears as the option for the Boolean question.
    String option Setting for the appearance of a string field in a question. This field is available when the question type is String. The string options are:
    • Single line: Single line text field 40 characters in length that allows strings of any length.
    • String line wide: Full page width text field that allows a single line entry of any length.
    • Multiline: Full page width multiline text field that allows word wrap and returns.
    Min Lowest positive whole number that users can enter or select to answer the question. This field is available when the question type is Number, Percentage, or Numeric Scale.
    Max Highest positive whole number that users can enter or select to answer the question. This field is available when the question type is Number, Percentage, or Numeric Scale.
    Allow not applicable Check box for including Not Applicable as an option for this question. Users can select Not Applicable if they do not have sufficient information to respond to a question. User responses of Not Applicable are excluded from results calculations. This field is available when the question does not have a dependency and the question Data type is not Boolean with a check box option.
    Randomize answers Check box for displaying answer options in a random order whenever the question appears in a survey. Answer preference is sometimes influenced by the order in which options appear, which can result in biased results. Randomizing options can help prevent this bias.
    Note: Randomizing options for certain questions may make those questions confusing for users. In general, only randomize options that do not follow a logical order.
    Positive indicator Setting that determines whether smaller or larger numerical values equate to a good score in result calculations. Select Low values if smaller numerical values are better, such as for a question that measures the number of incidents for a vendor. Select High values if larger numerical values are better, such as for a question that measures user satisfaction on a scale of one to five.
    Details Information about the question that is displayed on the survey. Include details that help users understand how to answer the question.
    Choices Options for a question with a data type of Choice or Scale. The system automatically adds text and values that you can edit for each option. Click the + icon to add an option, or click the X icon to delete an option. By default, the system arranges options in the order established by their values. To change the order, drag and drop the options. You must have at least two options, and each option must have a unique value.
    Note: Value numbers also contribute to the calculations of survey response scores, which can be used by advanced survey administrators.
    Survey designer question choice values
    Dependency
    Displayed when Condition builder that hides or displays the question depending on the answer to another question in the same category. Select an existing question from the list with a data type of Boolean, Choice, Scale, or Template. Create the condition that must exist for recipients to see the dependent question, using the is or is one of operator. The system prevents recursive dependencies between questions. For example, if Question A depends on Question B, Question B cannot depend on Question A.
  4. To create any special conditions that must be met before the question appears on the survey, click the Dependency tab. Fill in the fields, as appropriate.
    Dependent questions appear on the survey when a recipient selects a specific answer or combination of answers to another question in the same category.
  5. Select a question in the Displayed when field.
    The system selects the appropriate operator and displays the possible answers for the selected question.
  6. Select the answers that satisfy the condition.
    Selected answers are indicated by a check mark.
    Survey question dependencies
  7. Click the X icon to close the question properties dialog box and save your settings.
  8. To add a question with the same data type as an existing question in the category, click the + icon in the title bar of the existing question.
  9. Drag and drop questions to change their order within a category or move them between categories.
  10. To delete a question, click the X icon in its title bar.