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

Configure a survey in the survey designer

Configuration settings apply to the entire survey.

Before you begin

Role required: survey_creator, survey_admin, or admin

Procedure

  1. Navigate to All > Survey > View Surveys.

  2. Open a survey definition in Survey Designer.

  3. Select the Configuration tab.

  4. On the Survey Designer Configuration form, fill in the fields.

    For a description of the field values, see Survey Designer Configuration form.

  5. Select the Availability tab and complete the form.

Parent Topic:Survey designer

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Survey designer elements

Survey categories

Create a question in the survey designer

Survey question data types

Create custom metric type

Edit a survey in the survey designer

Configure category weights for a survey

View a survey scorecard

Create a survey designer template question

Select recipients for a survey in the Survey Designer

Publish a survey in the Survey Designer

Event scheduling

Create an assessment signature