Survey designer
Users with the survey_admin role can use the survey designer. The survey designer lets you create survey categories and questions, configure the details, and publish the survey to specific users or groups.
You can assign a survey to individual users or groups who receive all the questions from all the categories. You can also customize each question and make it dependent on the response to another question. The following describes the procedures you follow to create and publish a survey.
- Create survey categories.
- Create questions within each category.
- Configure survey details, such as introductory and closing remarks and time limit.
- Select recipients for the survey.
- Publish the survey to the selected users or groups.
Note: The survey designer replaces the survey creator in the Legacy Surveys application. If you are using Internet Explorer version 8 or earlier, the system redirects you to the survey creator.
- Survey designer elements
The survey designer is accessible from Survey > Survey Designer. - Configure a survey in the survey designer
Configuration settings apply to the entire survey. - Survey categories
Survey categories provide a way to group questions of a similar theme for a given survey. - Create a question in the survey designer
You can create multiple questions for each category in the survey designer, but each question can only be associated with one category. - Survey question data types
You must choose a data type for each survey question. The data type determines the format of the question and the kind of data that is collected on survey questionnaires. - Create custom metric type
Create your own custom metric type if you don’t find the metric type that you want in Survey Designer while designing surveys. - Edit a survey in the survey designer
You can modify surveys using the survey designer. - Configure category weights for a survey
You can assign a weight to each category in a survey. The system calculates results from the weight that you configure.
Parent Topic:Survey administration
Related topics
Customize the appearance of a survey
Create a survey designer template question
Sentiment analysis for surveys
Surveys in Service Portal and the Now Mobile app
Create a survey designer template question