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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a metric category and metric in the question bank for surveys

Reuse the question categories (metric categories) and questions (metrics) added in the question bank for surveys. You can add metric categories or metrics from the question bank to a survey, or from the survey to a question bank.

Before you begin

Role required: admin or survey_admin

Activate the Survey Question Bank Sample Data plugin (com.snc.question_bank_data) to access the demo data for the question bank.

Procedure

  1. Navigate to All > Survey > Question Bank.

  2. Click New.

  3. On the Metric Category form, fill in the fields.

    FieldDescription
    NameName of the metric category.
    DescriptionDescription of the metric category.
    Total metricsTotal number of metrics in the metric category. This number is automatically updated when you add or delete metrics from the category.
  4. Right-click on the title bar and click Save.

  5. In the Assessment Metrics related list, click New.

  6. In the Survey Question form, fill the fields.

    For information on these fields, see Create or modify survey questions.

  7. Click Submit.

  8. Configure metric categories or metrics for a survey using the question bank
    Reuse question categories (metric categories) and questions (metrics) from the Question Bank module while creating or updating a survey.

Parent Topic:Survey questions

Related topics

Create or modify survey questions

Survey question data types

Survey question template

Create or modify answer options

Change the order of survey questions