In this article, you can details for:

  • Add survey details
  • Add and manage survey questions
  • Submit actions and notifications settings

You can create surveys or polls and publish it to the app for its users. Click on Surveys in the left sidebar.

 

Click on Add.

The survey form appears where you can add the survey details. The form has three sections—Details, Add Questions, and Submit Actions.

Details

 

Add the following details for new survey.

Survey Name: Write the name of new survey.

Description: Write the description of survey for its purpose, and for any instructions.

Image: Add an image as part of your survey. Browse the image and upload it. (Please see Insert Images section in Common tasks for more details on adding images.)

 

Set live date

Select Set Live Date checkbox to schedule a survey so that it is published at a later scheduled date and time. If you do not select this checkbox, the survey is ready to publish immediately when you save it.

When you select this checkbox, the Date and Time fields appear. Click on the two icons in these fields and set the time and date for this survey.

 

Expiry date and time

Select a date and time for when you want this survey to expire. Click on the calendar icon and time icon in respective fields to set the date and time. After this date and time that you define here, the users cannot respond to the survey questions.

 

Base

Select a Base for this new survey. If you select the Select All option in the dropdown, the survey is available to all the Bases for the selected combination of Equipment and the Position or Rank.

Equipment

Select an Equipment for this new survey. If you select the Select All option in the dropdown, the survey is available to all the equipment types associated with the selected combination of Base and the Position or Rank.

Position or Rank

Select a Position or Rank for this new survey. If you select the Select All option in the dropdown, the survey is available to all the Positions or Ranks that are associated with the selected combination of Equipment and Position or Rank.

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Add survey questions

In Add Questions, you can add one or more questions for this survey. For each question, you can select additional options as explained below.

 

  • Question: Write the question for this new survey.
  • Further Details (FD): Select this option to add more details about the question—as a description or context to explain the question for details. A new text area appears where you can add these details.

 

Answer Type

Select an answer type for this question. Different types of answers enable you to set up the answering options for this question.

For example if you select Multiple Choice List, new fields appear for the options for this survey answer type.

  • In Values Count, write how many options the survey participants can see in the answer.
  • In Max Selectable Options, write how many options are mandatory to select for the participants.
  • In the options such as Option 1, Option 2, write the actual answers for this question.

 

Mark the question as required 

Select Answer Required box to make this question mandatory to answer. Do not select this box if answering this question is optional for the participants.

 

Add to archive for reuse across surveys

Select Add to Archive box to add this question to the Archives list. Archiving a question makes it available for use in other surveys within the same group, by other users too.

Note: When anyone plans to add a new survey, they can see the archives to see all such questions from other surveys that are archived by the survey creators. 

 

Save question

Click on Add Question to save this question.

The form shows you options to add the next question to this survey. Follow the above steps to add more questions for this survey. The added questions are listed as below.

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Actions on each question

In Action column, you can edit or delete any question, for this survey. (Please see Edit or delete a survey or detailed instructions.)

In FD column, you can see whether the corresponding question has any further details.

 

Add question from archives

While adding a new question, you have an option to add it from the archives. Click on View Archives and a list of archived questions opens. 

 

  • Add: Click on the Plus sign to add the question to this survey.
  • Delete: Click on the Delete icon to remove the question from the archives list.

Note: Use the pagination settings to see how many questions you want to see in a single view in the list, or to move to the next pages in the list.

 

Submit actions and notification settings

Set the survey notification settings, as required.

 

Send Notification

In Send Notification, the No option is selected by default. 

Select Yes to notify the survey participants when this survey is active and is available for their response. When you select Yes, the settings appear as below.

 

Send later: Select Send later box to send this notification at a later date and time. Set the later date and time for this notification, in the Date and Time fields, respectively.

Notification Type: Select an option for:

  • Normal with sound: Select this option for a normal notification with sound.
  • Normal without sound: Select this option for a normal notification without a sound.
  • Badge count only: Select this option to show only the notification count in the app notification icon. There are no screen notifications in this case. Please note that this option is available on iOS only.

In Message, write the message that the app users see when they receive the survey notification. Change this notification message, as required. As you start writing the message, the word count limit shows there.

 

Show results

You have an option of whether to show the results to the survey participants.

  • Select Yes, to show the result to the participants.
  • Select No to not to show the result to the participants.

 

Hide from activity feed

You have an option of whether to show the survey in the users' activity feed.

  • Select Yes to hide it in their activity feed.
  • Select No to show it in their activity feed.

 

Save survey

Click on Save button to save the survey.

Click on Reset button to discard the survey details.