Create a survey module

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

    • You can create a module that opens a survey.

    Before you begin

    Role required: admin or survey_admin

    About this task

    When a user clicks a survey module, the system performs one of the following actions, depending on the configuration options for the survey and other factors.
    • Creates a new survey instance
    • Opens an existing survey instance
    • Displays an error message.

    Procedure

    1. Perform the appropriate action for your version of the UI:
      • Core UI: Point to the application menu that contains the module to which you want to add the survey module and click the edit application (pencil) icon.
      • UI15: Right-click the application menu you want to add the module to and select Edit Application Menu
    2. In the Modules related list, click New.
    3. Complete the following fields.
      • Link type: Assessment

        Do not select Survey, which is used for legacy surveys only.

      • Assessment: Select the survey you want the module to open.
    4. Complete and save the form.