Instead of having to re-write a new Survey for every new Project, you can create them at the Community level and to apply to your Projects. 

You can turn create a new Survey or edit an existing one to be a Global Template (located under Advanced Options), which can then be applied to all Projects. 

To create a new Community Survey:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Community Surveys button in the main body area.
  4. Click the Create a New Survey link at the bottom of the table.
  5. Choose a Template to build your survey off of or add your own Title, Menu Label, Team Access and Advanced Options. *The Global Template setting can be found here. 
  6. Click the Next button at the bottom of the page.
  7. Click the Add a Form Element link at the top of the form.
  8. Select the desired Element Type and then fill in any necessary data.
  9. Click the Submit button at the bottom of the form to confirm.
  10. Repeat steps 7 and 8 above until you have added all desired Elements.
  11. Click the Return button when satisfied to complete the process of adding Elements and return to the Survey form.

To turn an existing Survey into a Global Template:

  1. Click the Community Tools link in the left-hand menu.
  2. Click the Configuration link in the left-hand menu.
  3. Click the Community Surveys button in the main body area.
  4. Click into the existing Survey
  5. Click open Advanced Options
  6. Click Save as Global Template. Add note as desired.
  7. Click Submit to save your changes. 

Notes:

  • If you've created a Survey within a Project that you need to apply to others, that Survey must be re-created at the Community level using the above steps in order to accomplish that. 
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