Create or modify survey questions

You can create and administer survey questions.

1. Navigate to Survey > View Surveys.
2. Open a survey definition.
3. In the Metric Categories related list, open a category.
4. In the Assessment Metrics related list, open an existing question or click New.
   Each survey question is stored as a record on the Assessment Metric [asmt_metric] table with a modified view for survey use.
5. Complete the Survey Question form.
   The fields that appear depend on the selected Data type.

   Table 1. Survey Question form

   Field	Description
   Name	Name of the question. When you create a survey, the question name is the same as the text in the Question field.
   Question	Text to use for the question, which appears on survey questionnaires.
   Data type	Data type of the question. The fields for the response depend on the data type. Note: If another question depends on this question, you cannot change the data type.
   Template	Question template to use for the answer options. This field is visible and required only if the data type is Template. Note: If another question depends on this question, you cannot change the template.
   Scale definition	Setting that determines whether smaller or larger numerical values equate to a good score in result calculations. Select Low if smaller numerical values are better, such as for a question that measures the number of incidents for a vendor. Select High if larger numerical values are better, such as for a question that measures user satisfaction on a scale of one to five. This field is visible and required only when certain data types are selected.
   Randomize answers	Check box that determines whether to present the answer options for this question in a random order each time a user opens the survey. Answer preference is sometimes influenced by the order in which answer options appear, which can result in biased results. Randomize answer options to help prevent this bias. This field is visible only if the data type is Choice or Likert Scale. Note: Randomizing answer options may make a question confusing. In general, only randomize answer options that do not follow a logical order.
   Mandatory	Check box that makes the question mandatory (selected) or optional (cleared) on survey questionnaires. Users cannot submit questionnaires until they provide valid responses to all mandatory questions, which are denoted by a red field status indicator. This field is visible only when the Depends on field is empty and the data type is not Checkbox. Questions that depend on other questions and check box questions cannot be mandatory.
   Allow not applicable	Check box that determines whether to include a Not Applicable answer option for this question on survey questionnaires. User responses of Not Applicable are excluded from results calculations. This field is visible only if the data type is Choice, Likert Scale, Template, or Yes/No.
   Allow Additional Information	If selected, the Additional Information Label field is enabled. The Additional Information Label field value is displayed as a field on the survey response page to provide additional information for a question. Note: This is not applicable for the String and Template data types.
   Depends on	Setting used to make this a conditional question, meaning that it only appears when users answer another question a certain way. To make a question depend on another question, select an existing question from the list, which displays Checkbox, Choice, Template, and Yes/No questions of the same category as this question. Then, use the Displayed when field to set the conditions that cause this question to appear on surveys. The system prevents the creation of recursive dependencies between questions. For example, if Question A depends on Question B, Question B cannot depend on Question A.
   Displayed when	Answer options for the selected Depends on question which, when chosen on surveys, display this question. This field is visible and required only when the Depends on field is set.
   Min	Smallest numerical value to be used as an answer option for this question. This field is visible and required only if the data type is Choice, Likert Scale, Number, or Percentage.
   Max	Largest numerical value to be used as an answer option for this question. This field is visible and required only if the data type is Choice, Likert Scale, Number, or Percentage.
   String option	Selection that determines what kind of response text box appears for this question on survey questionnaires. This field is visible and required only if the data type is String.
   Source Field	Source table field that appears as a dynamic value for the question in a triggered survey. When this field value is selected, a ${param} placeholder is added at the end of the question label. Note: You can move this placeholder anywhere in the question label. When a user takes the survey, the question with dynamic value is included in the survey instance and ${param} placeholder is replaced with the source field value. If the record table specified in the trigger condition does not match the source table specified for the survey, or if the system fails to get the dynamic value from the source record, the ${param} placeholder is not replaced by any value and is displayed as is in the question. For example, if the survey is triggered from a PRB record and the survey question is configured with a dynamic value from Incident, the ${param} placeholder in the survey question label is not replaced by any dynamic value and is displayed as is. Note: When survey questions are translated to other languages by a survey admin, the ${param} placeholder should not be translated.
   Allow Sentiment Analysis	Includes this question for the sentiment analysis of a survey. Note: This field is available only for String type questions.
   Related Lists
   Assessment Metric Definitions	Answer options for this question. This related list is available only if the Data type is Choice or Likert Scale.

6. Save the record.
   Note:

   • Be sure to create answer options if you select the Choice or Likert Scale data type.
   • You cannot delete a survey question (metric) with user responses. To delete a survey question with user responses, you should delete the responses, and then delete the survey question.