Centercode/Connect Help/Surveys

How do I create, modify, or remove a Community Survey?

Ben Nicholas
posted this on August 16, 2010 13:16

From the Community Homepage:

Create a Survey:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Surveys link in the left-hand menu.
  3. Click the Create a New Survey link at the bottom of the Survey table.
  4. Give the Survey a Title and Menu Label, as well as desired Team Access and Advanced Options.
  5. Click the Next button at the bottom of the page.
  6. Click the Add Your First Element Now link at the bottom of the form.
  7. Select the desired Element Type and then fill in the settings for that Element.
  8. Click the Create Element button at the bottom of the form.
  9. Repeat steps 7 and 8 above until you have added all desired Elements.
  10. Click the Return button when satisfied to complete the process of adding Elements and return to the Survey form.

You have successfully created a Community Survey.

Modify a Survey:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Surveys link in the left-hand menu.
  3. Click the Modify icon to the left of the desired Survey.
  4. Modify the Basic Options as well as any Team Access or Advanced Options changes. 
  5. Click the Next button at the bottom of the page.
  6. Modify the Elements of the form as desired (using the Edit, Delete, Insert, Move Up, and Move Down links below each displayed Element).

You have successfully modified a Community Survey.

Remove a Survey:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Surveys link in the left-hand menu.
  3. Click the Remove icon to the right of the desired Survey.
  4. Click the Yes, Remove this Survey link to confirm the Removal of the Survey and all collected data.

You have successfully removed a Community Survey.

Requirements

  • Manage Surveys Role

Notes

  • You will need to activate a Survey before your Users can see it and fill it out. This can be done from the main Survey list page with the Activate check box, or from the Elements list page for your Survey by clicking the Activate Survey button on the bottom of the form.
  • Changes made to an existing Survey via these modification steps will not be retroactive to Users that have already filled out the Survey form. This means that once a Survey is live, any modifications you make to the Elements will only be reflected for Users that fill it out after the changes have been made. Please ensure you are ready to activate your Survey before you do so, or you risk generating mixed or inconsistent data.
 
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