Create a survey question template

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can create and administer question templates.

    Avant de commencer

    Role required: admin or survey_admin

    Pourquoi et quand exécuter cette tâche

    Changes to a survey, such as the modification of question templates, apply to existing survey instances immediately. Templates that you create are available for use with both surveys and assessments.

    Procédure

    1. Navigate to All > Survey > Templates.
      Each template is stored as a record on the Assessment Metric Template [asmt_template] table.
    2. Click New.
    3. Enter a Name.
    4. Right-click the form header and click Save.
    5. In the Assessment Template Definitions related list, click New.
      Create a template definition for each answer option you want to appear on a question.
    6. Complete the form.
      Field Description
      Display Enter the text to appear as the answer option.
      Value Enter a numeric value, greater than or equal to zero, to which the answer option equates. Values are used in results calculations.

      When you view questions that use templates, answer options appear in order from smallest to largest Value. Each template definition for a given template must have a unique Value.
    7. Click Update.