Creating Surveys

Build custom questionnaires to collect information.

Creating a Survey

Step 1: Start Creation

1. Go to Surveys
2. Click Create New Survey

Step 2: Select Template

The Create Survey modal requires you to select a template:

Field	Description	Required
Template	Select a survey template from the dropdown	Yes

• Search for templates by name using the search field
• Templates define the survey's questions, structure, and default settings
• You must have at least one template created before you can create a survey

Note: To create surveys, you first need to set up Survey Templates. See Survey Templates.

3. Click Create

Step 3: Configure Survey

After creation, the application navigates to the survey's management view. The survey is organized into these tabs:

Tab	Description
Survey Settings	Base information (Category, Template, Expiration Date, Private toggle, Description), Related Projects, and Response Handling configuration
Survey Form	Design the questionnaire using the SurveyJS form builder
Invitations	Send email invitations and track distribution status
Responses	View and manage submitted responses
Response Rules	Define automated actions based on response values

Survey Settings — Base Information

Field	Description
Category	Classify the survey (supports inline create, edit, delete)
Template	The template used to create the survey (read-only)
Expiration Date	Date when the survey stops accepting responses
Private	When enabled, only invited people can submit a response
Description	Additional context about the survey

Survey Settings — Related Projects

Link the survey to one or more projects. Search for projects and add them as tags.

Survey Settings — Response Handling

See Single Survey View for full Response Handling documentation.

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Related:

• Survey Templates - Reusable designs
• Sending Invitations - Distribute surveys
• Response Rules - Add automation logic
• Viewing Responses - Handle responses