Single Survey View
Overview
The Single Survey view allows you to manage every aspect of a specific survey. Once a survey is created, you can access this view to configure its settings, design the form, manage invitations, and handle responses via ticketing.
How to access
- Go to the Surveys Dashboard.
- Click on the name of any survey to open the Single Survey view.
Core Navigation
The single survey view is organized into the following tabs:
| Tab | Description |
|---|---|
| Survey Settings | Configure base information, related projects, and response handling |
| 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 field updates based on response data |
Survey Settings
The Survey Settings tab has two sections, accessible via an internal page navigation:
Base Information
| Field | Description |
|---|---|
| Category | Survey classification (supports inline create, edit, delete via modal) |
| Template | Template used to create the survey (read-only, disabled) |
| Expiration Date | Date when the survey automatically stops accepting responses |
| Private | Toggle — when enabled, only invited people can submit a response |
| Description | Free-text description of the survey |
Related Projects
Link the survey to one or more projects using a searchable multi-select. Selected projects appear as removable tags.
Response Handling
The Response Handling section is conditional — it appears when Response Requires Resolution is set to Yes.
| Field | Description |
|---|---|
| Response Requires Resolution | Yes/No toggle — controls visibility of all fields below |
| Default Response Priority | Set default urgency (Low, Medium, High, Critical) |
| Default Response Assignee(s) | Team members auto-assigned to new responses |
| Additional Response Recipients | Extra users notified about responses |
| Escalation Contact(s) | Users for escalation |
| Default Resolution Period | Target hours per priority level (Low, Medium, High, Critical) |
| Notify Responder about Updates | Yes/No — informs responder when status changes or comments are added (survey-only, not on templates) |
| Responder Email Field | Select which form field contains the responder's email (survey-only, not on templates) |
Key Features
- Category Management: Create, edit, and delete categories directly from the settings form using an inline modal.
- Auto-Save: Changes to settings are saved as you make them.
- Conditional Response Handling: The full response handling configuration only appears when resolution is required.