Create a category in the survey designer

A category represents a theme for evaluating a specific element of the survey topic and contains questions pertaining to that theme.

Before you begin

Role required: admin or survey_admin

About this task

When you create a survey, the system creates a default category, using the name of the survey. You can use this category, modify it, and create additional categories as needed. To have any results, a category must contain scored questions.

Procedure

  1. Navigate to Survey > Survey Designer.
  2. Enter the name of the survey in the Name field.
    The system uses this name as the name of the survey and of the first category.
  3. To configure the category, click the gear icon in its title bar and complete the following steps in the Properties dialog box that opens.
    1. Enter a new name and a description for the category.
    2. Enter text in the Details field that introduces or explains the category to recipients.
    3. Click the X icon to close the Properties dialog box and save your settings.
  4. To add a new category, click the + icon in the title bar of an existing category.
    The new category appears below the category that you selected to create it. You can click the X icon in a category header to delete a category that you added in error.