Create a survey category in a survey

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • You can modify an existing survey to add one or more survey categories.

    Before you begin

    Role required: admin or survey_admin

    About this task

    Only one category is required for each survey, but you can add additional categories as needed.

    Procedure

    1. Navigate to All > Survey > View Surveys.
    2. Open a survey definition.
    3. In the Metric Categories related list, open a category or click New.
      Each survey category is stored as a record on the Metric Category [asmt_metric_category] table with a modified view for survey use.
    4. Enter the survey category name and description.
      The category name appears on questionnaires when either of the following is true.
      • There is more than one category for the survey.
      • There is only one category and its name is different from the survey definition name. If you create a survey using the survey creator, the category name is the same as the survey definition name.
    5. Right-click the form header and click Save.
      The Assessment Metrics and Users related lists appear.
    6. Click Update.