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Back to Main Menu | Advanced Options Menu | Next: Account Settings > Tags

Surveys

This area is used to create, edit, and manage the Surveys information.

How to Access: Advanced Options > Surveys.

Buttons

  • Create New - This allows you to add a new Survey.
  • Filter Area (Magnifying glass) - Please filter the list by using the Search options in the filter area.

Survey List Options

  • Delete - This option allows you to delete this Survey. A confirmation message will prompt you to confirm the deletion so that these are less likely to be deleted by accident.

Create Survey

General Information

  • Name - This is a unique identifier for this Survey.
  • Description - This is the description of the Survey.
  • Start date - This is the start date for this Survey to be active.
  • End date - This is the end date for this Survey to be active.
  • Anonymous - This option sets the Survey as anonymous.

Security

  • Roles with access - This specifies the roles that will have access to change the Survey.
  • Only users with scope - This specifies additionally the Scope that the user must have, select a Location from the list.

Audience

  • Applies to roles - The users with the selected roles will be presented the Survey.

Survey Design

This section allows admin to design the actual Survey displayed to the Users. A Survey can have multiple questions, so it gives you the option to add or delete questions while adding multiple responses types. Please add a field and you will be able to move it up and down and see the properties as needed.

  • Text - Please click this button to add a Text box to the Survey, you would need to enter a Unique ID, Caption, Explanation text and specify if it will be required or not.


  • Multiple choice - Please click this button to add multiple choice questions/options to the Survey, you would need to enter a Unique ID, Caption, Explanation text, specify if it will be required or not, and put Key-value pairs where it must be specified as 'safe_key|Some readable option'.


  • Checkbox- Please click this button to add a Checkbox to the Survey, you would need to enter a Unique ID, Caption and Explanation text.


  • Section Header- Please click this button to add a Section Header to the Survey, you would need to enter a Unique ID, Caption and Explanation text.


  • SAVE BUTTON - Please click this option to save the configuration.
  • CANCEL BUTTON - Please click this option to cancel and rollback without saving.

Additional documentation about this topic