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Create a survey module

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Create a survey module

You can create a module that opens a survey.

Before you begin

Role required: admin or survey_admin

About this task

When a user clicks a survey module, the system creates a new survey instance, opens an existing one, or displays an error message, depending on configuration options for the survey and other factors.


  1. Perform the appropriate action for your version of the UI:
    1. Navigate to System Definition > Application Menus.
    2. Open the application menu to which you want to add the survey module.
    UI15 or UI11 Right-click the application menu you want to add the module to and select Edit Application Menu.
  2. In the Modules related list, click New.
  3. Fill in the following fields:
    • Link type: Assessment

      Do not select Survey, which is used for legacy surveys only.

    • Assessment: Select the survey you want the module to open.
  4. Complete the form, as appropriate.