Adding questions and instructions to survey forms

The following steps describe how to add questions and instructions to a survey form. For more information about creating question fields, see Creating survey questions. For more information about forms, see Configuring forms.

The following topics are provided:

Prerequisite

The question and instructions fields must be created and configured before you can add them to a form. For more information, see Configuring fields.

To add questions to a survey form

  1. Open the form that you want to modify:
    1. Click the Administration tab.
    2. In the Workspaces section, click the workspace name or click Manage to open the Workspace Administration page. Then double-click the workspace.
      The Workspace details page appears. 
    3. In the left pane, click Record Definitions.
      The Items page appears.
    4. Double-click the survey item.
      The survey details page appears. 
    5. In the left pane, select Forms.
    6. Double-click the Customer Web form.
      The form details page appears. 
  2. Select the Section on the form where you want to place the questions.
  3. In the left pane, select Fields, then drag the question fields to the form.
  4. Continue adding questions until your survey is complete.
  5. Click Save.
  6. Publish the workspace to implement your changes:
    1. In the breadcrumb trail, click the Workspace link.

    2. Click Save and Publish.

      A confirmation message appears.

    3. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings.

To add instructions to a survey form

  1. Open the form that you want to modify:
    1. Click the Administration tab.
    2. In the Workspaces section, click the workspace name or click Manage to open the Workspace Administration page. Then double-click the workspace.
      The Workspace details page appears. 
    3. In the left pane, click Record Definitions.
      The Items page appears.
    4. Double-click the survey item.
      The survey details page appears. 
    5. In the left pane, select Forms.
    6. Double-click the Customer Web form.
      The form details page appears. 
  2. Add a section for displaying instructions on the form:
    1. Click Add Section.
    2. In the Section Properties pane, in the Name field, enter the label for the instructions (such as "Instructions").
    3. In the Width field, select 3 columns.
    4. (Optional) To keep the instructions at the top of the page, select Pin this section to top.
  3. Add a label for the instructions text:
    1. In the left pane, click Form Controls.
    2. Drag the Label control to the section on the form that you just created.
    3. In the Control properties pane, in the Default Value field, enter the instructions text.
      For example, you might enter "Please complete the survey from the link below. Click Submit when you are finished."
    4. (Optional) In the Width field, select the appropriate number of columns.
  4. Click Save.
  5. Publish the workspace to implement your changes:
    1. In the breadcrumb trail, click the Workspace link.

    2. Click Save and Publish.

      A confirmation message appears.

    3. Click Yes.

      The Publication Succeeded message appears, showing the number of errors and warnings.

Next step

Defining survey email templates

Related topics

Configuring surveys

Planning your survey

Creating survey items

Creating survey questions

Defining rules for sending customer surveys

Testing your survey

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