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Configure Survey Template Questions

📙 Knowledge Base Tip: It is recommended to review the Survey Template Designer, the Survey Template Sections, and the Survey Template Questions articles prior to configuring questions on a Survey Template.

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Video Resources

Learn about building configuration logic for survey template questions with a quick video walkthrough!


Questions that have been added to a Survey Template can be configured as needed to customize the question to the requirements of the template.

Each question displays icons to define specific configurations that can be applied to a question. Many of these icons relate directly to Configuration Options menu that is accessed by clicking the Gear icon for a Question.

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Indicates that a question is included in the Question Library.

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Indicates that a question is tied to a template metric.

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Enabling Answer Required will mark the question as required for Survey participants. Once enabled, clicking the checkmark in the Configuration Options menu will save the configuration option.

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png To mark all Survey questions as required, the asterisk at the top of the Survey Template Designer can be clicked.

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Enabling Assign Actions allows skip logic to be applied to a question, e.g., the question(s) a Survey participant sees next is based on how they answer the current question. By clicking the Add Skip Logic button (1), a single selection of an answer option (2) can be made, and multiple questions to display next can then be chosen (3).

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Multiple skip logic configurations can be added for a single question by clicking the Add Skip Logic button (1), and once added, they can be deleted (2).

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png If a question is configured with assigned actions and some of the answer options included in the actions are deleted and recreated, the platform will not automatically update the actions associated with the now deleted answer options, nor will it alert users to update actions associated with a deleted and recreated answer option. For example, if all answer options for question 6 have actions assigned to auto-display questions 7 or 8 based on the answer to question 6. If questions 7 or 8 are deleted and recreated, the assigned actions for question 6 must be updated for actions to occur correctly.

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To allow a comment field for a question, Add Comment Field can be enabled. This will allow Survey participants to add a comment in addition to answering the question. Once enabled and configured, clicking the checkmark in the Configuration Options menu will save the configuration option.

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To display answer options horizontally as opposed to vertically, Display Options Horizontally can be enabled. Once enabled and configured, clicking the checkmark in the Configuration Options menu will save the configuration option.

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To reverse the display order of answer options, Ascending Numeric Values can be enabled. By default, answer options display in a descending order as seen to the right.

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When enabled, the display order will reverse and display in ascending order (shown to the left) rather than the default descending order. Once enabled, clicking the checkmark in the Configuration Options menu will save the configuration option.

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To configure a Survey question as a matrix question, Matrix Question can be enabled. A matrix question is a series of related questions in a grid structure to allow participants to provide responses to multiple questions. Click Configure and via the Configure Matrix Question popup, define a title for the matrix and enable the checkbox for all questions to be included in the matrix. Click Save via the Configure Matrix Question popup to save the matrix configuration. Once enabled and configured, clicking the checkmark in the Configuration Options menu will save the configuration option.

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When Instructor Only is enabled, the question results are only viewable by the Instructor - Institution Admins will be unable to see question results. Once enabled, clicking the checkmark in the Configuration Options menu will save the configuration option.

Via the Question ID drop-down the question details can be viewed by selecting Details or edited by selecting Edit. To use an existing question as a template for a new question, Copy can be selected.

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png Edits will not affect the question within the Question Library and will only apply to the question on the Survey Template that is being designed.

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Newly created questions can be added to the Question Library if desired by enabling Save to Question Library via the +Add Question pop-up.

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Selecting Tags will display existing tags applied to the question and new tags can be added as needed. Questions can be removed from a Survey Template by clicking the Question ID drop-down and selecting Remove.

https://heliocampus.atlassian.net/wiki/s/-2024114597/6452/d11bb6fdc5c8ba4c973785837de5a62b5833bfe3/_/images/icons/emoticons/information.png Once a tag has been added to a question, it cannot be removed.

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📔 Additional Resources

Survey Form Designer

Create a Survey Template

Question Library