Adding questions to a survey

To create a survey, you need to create a record of an object with the Survey attribute and give it a name. The view page for the record contains a Questions section. Use the page editor to add this to a new section if the page doesn't contain it.

Survey Questions

The Actions menu contains options to:

  • Create a new question.
  • Select from existing questions in a and add them (or a copy of them) to the survey. You can attach questions from the library directly or you can create a copy (clone) of each question. In the latter case, if you modify the selected question, it will not affect the version in the questions library.
  • Change the order of the questions. Questions are grouped by categories and ordered by the selected order number.
  • Preview survey questions as they'll appear to the user taking the survey.

From the Action column you can:

  • Edit a survey question.
  • Permanently delete a question from all surveys.
  • Remove a question from the current survey.

Questions can be any of the following types:

  • Text: Users can enter any combination of characters. You can optionally define an input mask to enforce certain kinds of input.
  • Text Area: Users can enter multiple lines of text. You can optionally enable a rich text editor so users can enter text as formatted HTML.
  • Picklist: Users can select a value from a list of values you define.
  • Picklist (Multi-Select): Users can select any number of values from a list of values you define.
  • Radio Buttons: Group of radio buttons with mutually exclusive selection.
  • Checkbox: Users can select a Checked (true) or Unchecked (false) value.
  • Group of Checkboxes: Group of checkboxes with multiple selections.
  • Currency: Users can enter a dollar or other currency amount.
  • Date: Users can enter a date or pick a date from a calendar popup.
  • Date/Time: Users can enter a date and a time, or pick a date from a calendar popup (when a date is selected from the calendar popup, that date and the current time are entered into the Date/Time field).
  • Email: Users can enter an email address which is checked to ensure that it is a valid format.
  • Integer: Users can enter any number (without decimals).
  • URL: Users can enter any website address.

Each type of question has specific associated properties. For instance, text questions have the following properties:

  • Question label
  • Short label
  • Category
  • Whether an answer is required for this question
  • Whether this question should be available in any application which includes the Survey object
  • Size of the HTML input box
  • Keywords: You can specify keywords and their ranking in the range from -1000 to 1000. A score calculator will award scores for specified keywords in the answer.