Surveys

Build, share, and read a survey

1. 1

   Create a survey and add questions and section headings.

2. 2

   Add “show only if” conditions where a question depends on an earlier answer.

3. 3

   Choose named internal, anonymous internal, or public, plus target roles and open and close dates.

4. 4

   Share the link, download the QR code, or notify the targeted members.

5. 5

   Read summary charts and individual responses.

6. 6

   Export responses to CSV, or remove a test or abusive response.

Module capabilities

• Nine question types: short and long text, single and multiple choice, dropdown, rating, number, date, and email
• Conditional questions and sections based on an earlier answer
• Named internal, anonymous internal, or public surveys
• Random link and downloadable QR code
• Role targeting and scheduled open and close dates
• Per-question counts and rating averages
• CSV export and removal of single responses
• Duplicate a survey to reuse it

Before your department relies on it

1. 1

   Decide on anonymity before sharing; audience and anonymity lock once anyone responds.

2. 2

   Test conditional questions with a draft.

3. 3

   Set a close date so results are final.

4. 4

   Remember public surveys cannot limit people to one response.

5. 5

   Follow up manually; surveys do not send automatic reminders.

6. 6

   Duplicate a survey when you need a different audience.

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Answers before you get stuck

Detailed Surveys guides