Contents Now Platform Capabilities Previous Topic Next Topic Survey designer Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Survey designer Users with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups. You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey. Create survey categories. Create questions within each category. Configure survey details, such as introductory and closing remarks and time limit. Select recipients for the survey. Publish the survey to the selected users or groups. Note: The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator. Survey designer elementsThe survey designer is accessible from Survey > Survey Designer.Configure a survey in the survey designerThe configuration values you use in this procedure are applied to the entire survey.Survey categoriesSurvey categories provide a way to group questions of a similar theme for a given survey.Create a question in the survey designerYou can create multiple questions for each category in the survey designer, but each question can only be associated with one category.Survey question data typesYou must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires.Edit a survey in the survey designerYou can modify surveys using the survey designer.Configure category weights for a surveyYou can assign a weight to each category in a survey. The system calculates results from the weight that you configure.Related TasksView a survey instancePublish a surveyCustomize the appearance of a surveyCreate a survey designer template questionCreate a survey designer template questionSelect recipients for a survey in the Survey DesignerPublish a survey in the Survey DesignerRelated ConceptsSurveys in Service PortalSurvey users and groupsSurvey definitionsSurvey questionsSurvey trigger conditionsSurvey distributionLegacy survey migration On this page Send Feedback Previous Topic Next Topic
Survey designer Users with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups. You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey. Create survey categories. Create questions within each category. Configure survey details, such as introductory and closing remarks and time limit. Select recipients for the survey. Publish the survey to the selected users or groups. Note: The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator. Survey designer elementsThe survey designer is accessible from Survey > Survey Designer.Configure a survey in the survey designerThe configuration values you use in this procedure are applied to the entire survey.Survey categoriesSurvey categories provide a way to group questions of a similar theme for a given survey.Create a question in the survey designerYou can create multiple questions for each category in the survey designer, but each question can only be associated with one category.Survey question data typesYou must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires.Edit a survey in the survey designerYou can modify surveys using the survey designer.Configure category weights for a surveyYou can assign a weight to each category in a survey. The system calculates results from the weight that you configure.Related TasksView a survey instancePublish a surveyCustomize the appearance of a surveyCreate a survey designer template questionCreate a survey designer template questionSelect recipients for a survey in the Survey DesignerPublish a survey in the Survey DesignerRelated ConceptsSurveys in Service PortalSurvey users and groupsSurvey definitionsSurvey questionsSurvey trigger conditionsSurvey distributionLegacy survey migration
Survey designer Users with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups. You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey. Create survey categories. Create questions within each category. Configure survey details, such as introductory and closing remarks and time limit. Select recipients for the survey. Publish the survey to the selected users or groups. Note: The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator. Survey designer elementsThe survey designer is accessible from Survey > Survey Designer.Configure a survey in the survey designerThe configuration values you use in this procedure are applied to the entire survey.Survey categoriesSurvey categories provide a way to group questions of a similar theme for a given survey.Create a question in the survey designerYou can create multiple questions for each category in the survey designer, but each question can only be associated with one category.Survey question data typesYou must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires.Edit a survey in the survey designerYou can modify surveys using the survey designer.Configure category weights for a surveyYou can assign a weight to each category in a survey. The system calculates results from the weight that you configure.Related TasksView a survey instancePublish a surveyCustomize the appearance of a surveyCreate a survey designer template questionCreate a survey designer template questionSelect recipients for a survey in the Survey DesignerPublish a survey in the Survey DesignerRelated ConceptsSurveys in Service PortalSurvey users and groupsSurvey definitionsSurvey questionsSurvey trigger conditionsSurvey distributionLegacy survey migration