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

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.
      Table 1. Metric Category fields
      Field Description
      Name Name of the metric category.
      Description Description of the metric category.
      Total metrics Total 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.