Create a survey module
You can create a module that opens a survey.
Before you begin
Role required: admin or survey_admin
About this task
When a user clicks a survey module, the system performs one of the following actions, depending on the configuration options for the survey and other factors.
- Creates a new survey instance
- Opens an existing survey instance
- Displays an error message.
Procedure
Perform the appropriate action for your version of the UI:
- Core UI: Point to the application menu that contains the module to which you want to add the survey module and click the edit application (pencil) icon.
- UI15: Right-click the application menu you want to add the module to and select Edit Application Menu
- In the Modules related list, click New.
Complete the following fields.
Link type: Assessment
Do not select Survey, which is used for legacy surveys only.
Assessment: Select the survey you want the module to open.
- Complete and save the form.
Parent Topic:Survey distribution
Related topics
Email notifications for surveys
Send survey invitations to users
Define a recipients list for surveys
Add a recipients list to a survey
Embed a survey within the Outlook email client