Configure a survey in the survey designer

Configuration settings apply to the entire survey.

Before you begin

Role required: admin or survey_admin

Procedure

Select Configuration in the survey designer and complete the Survey Designer Configuration form:
Field Description
Active Select the check box to enable the distribution of this survey to recipients.
Anonymize responses Select the check box to collect survey responses anonymously. Recipients are not listed with survey results. When a user submits a survey, the system clears the Assigned to field for the associated survey instance. Also, survey responses for anonymous surveys do not contain Assigned to values.
Note: The Assigned to field is cleared. However, each response record includes the Created By and Updated By fields that are accessible to users with the survey_admin role.
Description Description of this configuration or the survey to which it is attached.
Introduction Introductory content to display on surveys. You can add a welcome message or background information about the survey.
Signature Acknowledgement by a survey recipient of requirements, admonitions, or expectations related to a survey.
Return URL Destination address of a web page that is presented to users after they submit a completed survey. When a return URL is configured, the End note content does not appear.
End note Content that is displayed to recipients after they submit a completed survey. You can add a thank you message, follow-up instructions, or other applicable information. End notes are not displayed if a Return URL is specified.
Pagination setting for Service Portal view Specify how the user will see pages on the desktop or tablet view in Service Portal.
  • Category: Display each category on a separate page.
  • Question: Display each question on a separate page. This happens for mobile regardless of this setting.
  • None: All items on a single pageā€”no pagination
Default: Category
Note: This field appears only when Service Portal is installed.
Duration Amount of time that recipients are given to complete this survey, starting from the time that the survey is generated. The default duration is 14 days.
Note: By default, the system runs the Cancel Expired Assessments script every 30 days to cancel expired survey and assessment instances that are in the Work in progress or Ready to take states.