Survey designer elements
Summarize
Summary of Survey designer elements
The Survey Designer, accessible via Survey > Survey Designer, is a comprehensive tool for creating and managing surveys within ServiceNow. It features a user-friendly interface comprising the Controls tab, Questions tab, Categories tab, a header bar, and a design canvas, facilitating efficient survey construction and customization.
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Controls tab
This tab allows you to create questions by dragging and dropping data type controls onto the design canvas. The assessment engine supports a built-in scoring feature, converting responses from scored question types into a 0-10 scale score.
Key question data types include:
- Attachment: Allows users to attach files.
- Boolean: Yes/No or checkbox responses, scored.
- Choice: Predefined numeric options, scored.
- Date/DateTime: Date or date and time inputs, not scored.
- Number: Numeric input with configurable ranges.
- Percentage: Percentage input with set ranges.
- Scale and Numeric Scale: Likert scales or numeric scales with radio buttons, scored.
- String: Text input, not scored.
- Template: Predefined choice lists for quizzes, scored.
- Reference: Field selections from reference tables, not scored.
- Image Scale: Selectable images as choices, scored.
- Multiple Selection: Multiple checkboxes, scored.
- Ranking: Ordered selection without duplicates, can be mandatory or dependent.
Questions tab
Displays all metrics (questions) available in the question bank for surveys, with filtering options by name and type, facilitating quick question selection.
Categories tab
Shows all metric categories for grouping questions, enabling organization of survey content. Filtering helps locate categories or specific questions efficiently.
Header bar
The header bar provides navigation and survey management functions, including:
- Design view: Default view to add and configure categories and questions.
- Configuration: Create survey introductions, end notes, and select signatures.
- Availability: Define survey recipients per category.
- Menu options: Functionality varies by open survey, including Save, Preview, Publish, Save and Publish, New Survey, Load Survey, and Copy Survey.
Design canvas
The canvas is the workspace where new surveys open in Design view. It displays the survey name and category containers with blank question fields ready for input, providing a clear layout for building the survey.
The survey designer is accessible from .
The survey designer contains the Controls tab, the Questions tab, the Categories tab,a header bar, and the design canvas.
Controls tab
To create a question, drag the appropriate data type control from the Controls palette and drop it onto the designer canvas.
| Data type | Scored | Description |
|---|---|---|
| Attachment | No | Question with a Manage Attachments icon that allows users to attach one or more files. |
| Boolean | Yes | Question with a check box or Yes and No choices for user responses. |
| Choice | Yes | List of predefined options. For more information, see the definition of the Choices field in Create a question in the survey designer. Note: The Choice values can only be numeric, string values will not be
saved. |
| Date | No | Date field. |
| Date/Time | No | Date and time field. |
| Number | No | Number field with predefined minimum and maximum values. The default is 1-10. |
| Percentage | No | Percentage field with a prescribed range. |
| Scale | Yes | Predefined Likert scale. Answer options appear as radio buttons. |
| Numeric Scale | Yes | Selectable number scale. The default is 1-5. Answer options appear as radio buttons. |
| String | No | Single or multi-line text field. |
| Template | Yes | Choice list of templates that provide a predefined scale of options. For details, see Quiz scorecards. |
| Reference | No | Choice list of fields from a specified reference table. This data type does not
support reference qualifiers. For example, a user could select a user name if you specify sys_user as the reference table. |
| Image Scale | Yes | Question with a choice of images that can be selected. A template can be used to apply the same images to multiple questions. |
| Multiple Selection | Yes | Question with multiple check boxes that can be selected. |
| Ranking | Question with an order number to be selected for each option. One order number cannot be selected twice. This question can be mandatory and it can also be dependent on a parent question, but not vice versa. |
Questions tab
This tab displays all metrics added to the question bank for surveys. Use the Filter field to search for questions. Each metric is displayed with its name and type.
Categories tab
This tab displays all metric categories added to the question bank for surveys. All metrics in the question bank are group under the corresponding metric category. Use the Filter field to search for categories or questions.
Header bar
- Design: Add and configure the properties of categories and questions. This is the default view.
- Configuration: Create introductions and end notes for surveys and select a signature.
- Availability: Select the recipients for each category in the survey.
) to select an option. The list of options depends on the currently open survey.- Save: Save the current survey without changing its state.
- Preview: Display a preview of the survey as it appears to recipients.
- Publish: Distribute the survey to the selected recipients.
- Save and Publish: Save the survey to the Draft state and distribute the survey in one step.
- New Survey: Open a fresh canvas for a new survey.
- Load Survey: View the list of existing surveys.
- Copy Survey: Copy the current survey.
Design canvas
New surveys open in the canvas of the Design view. The survey Name field appears above first category in the canvas. A blank question field appears in the category container.