Add existing field-based questions to a survey

Owned by Matt Kepple
Mar 25, 2024
2 min read

You can add existing field-based questions to a survey, i.e. questions from your Organisation Library or from the Public Library which are in one of these formats:

  • Text (Open text questions)

  • Upload a file (attachment)

  • Date

  • Time questions

  • Sections

You can add them to a survey template.

Steps

  1. Go to the Edit survey template page. You can get there by either

    1. Creating a new Survey Template

    2. Editing an existing Survey Template

  2. You arrive in the Survey Editor

  3. On the left column are two panels

    1. Your Questions Library

      image-20240325-211745.png

    2. Public Questions Library

      image-20240325-211812.png

  4. Your Questions Library lists the Fields and Progress Trackers that you have created and/or which are owned by your organisation. Click Add to survey to add one of these Fields to the survey template

  5. Public Questions Library lists all the Fields and Progress Trackers that are available within the platform for you to add to your survey. Click Add to survey to add one of these to the survey template

  6. In the Public Questions Library you can use the filters to only display Fields of a particular type

  7. Scroll to the bottom and press Save