Rival Help CenterWorkflow
Help CenterWorkflowFormsForms LibrarySurveys

Create a survey

  1. From the navigation bar, click Administration>Forms. The Forms Administration page opens.
  2. Click the Surveys tab. The Surveys page opens.
  3. Click + New Survey.
  4. Enter a survey name.
  5. Enter a survey description.
  6. Drag an element to the survey form.
  7. Click pencil icon to edit the element. The element opens in edit mode.
  8. Define/create the element and click Save.
  9. Repeat steps 6 through 8 for each element you want to add to the survey.
  10. (Optional) Click Preview to see how the survey will look.
  11. Click Save Form.

    Note: Saving a form does not make it available for selection in a task. You must publish the survey for it to be available for selection in a task. To publish, click Publish Form. You can also publish by clicking the check mark icon beside the survey on the Surveys page.