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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a survey category in a survey

You can modify an existing survey to add one or more survey categories.

Before you begin

Role required: admin or survey_admin

About this task

Only one category is required for each survey, but you can add additional categories as needed.

Procedure

  1. Navigate to All > Survey > View Surveys.

  2. Open a survey definition.

  3. In the Metric Categories related list, open a category or click New.

    Each survey category is stored as a record on the Metric Category [asmt_metric_category] table with a modified view for survey use.

  4. Enter the survey category name and description.

    The category name appears on questionnaires when either of the following is true.

    • There is more than one category for the survey.
    • There is only one category and its name is different from the survey definition name. If you create a survey using the survey creator, the category name is the same as the survey definition name.
    • Right-click the form header and click Save.

    The Assessment Metrics and Users related lists appear.

  5. Click Update.

Parent Topic:Survey categories

Related topics

Create a category in the survey designer