Add field-based questions to a survey template

Owned by Matt Kepple
Last updated: Dec 27, 2022
2 min read

Open text questions, Upload a file (attachment) questions, Enter a Date questions and Enter a Time questions are ‘field-based questions’.

You can add them to a survey template.

If you want to create a new question of the type listed below, you must go to the Edit Survey page, i.e. you must edit an existing survey. You cannot do it from the Create Survey page, i.e. while creating a new survey.

Question Types that can only be created from the Edit Survey page

  • Text

  • Attachment

  • Date

  • Time

Sections can only be created from the Edit Survey page as well.

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

    2. Public Questions Library

  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 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 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. The new question or section button appears.

  8. Click this to launch the Create New Field popup that will allow you to create a new Field-based question to add to the survey template.

  9. Choose the type of question

  10. When you add a question it appears in the right column that shows the Questions in the survey template

  11. Use the other options in the survey editor to reorder the questions, set questions as mandatory, add points to questions. Follow these steps to add skip logic.

  12. Scroll to the bottom and press Save