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Overview – Create and Edit a survey

What is Create and Edit?

This menu is the first thing you will see when creating a new survey, or accessing the edit mode of an already existing survey. In this view you are able to add new, as well as edit and update existing questions and add introduction and end text to your survey. It is also a menu from where you can access survey settings and distribution. This is how the menu could look with a couple of questions added:

Where do I find Create and Edit?

To access the Create and Edit mode of your survey there are two options:

  • You will need to create a new, or copy an existing survey. When you have created/copied the survey you will be forwarded directly to the create and edit mode.
  • You can access it from the “See results or edit survey” overview by clicking the “Click here to edit this survey“-button on the right side, under the options of that specific survey (marked in the red square on the image below).

What can I do on Create and Edit?

The menu for create and edit inside your survey is the main area where you will work on your questionnaire. You will be able to add questions, pages and navigate your way through the questionnaire in an editable version. There will be a bar of buttons at the top of the screen displaying the numbers of pages that you have added to your survey with the additions of “Introduction” and “End text“.

Adding pages: If you want to add an additional page, you can click the and there will be on more page added to you survey. The newly created page will always be empty and placed last in the page order.

Change page order: In order to move a page in the page order you will need to click the page in the top bar to mark it, and then press one of the arrows attached to the page number . Click the left arrow to move the page one spot towards the start of the survey or click the right arrow to move the page one spot towards the end of the survey.

You can also drag and drop the page in the order and release it in the order, where you want it.

Remove a page: To remove a specific page you will need to be in the gray header area (where it says “Background questions” in the screenshot at the top). In this area you will have two buttons located at the far right side of the screen. Click the trash can icon (marked with a red square in the screenshot below) and you will get a question asking “Are you sure you want to delete this question and all the mechanisms in the question?”. Answer “Yes” and all questions and texts on the page, as well as the page itself, will be permanently deleted from your survey. If you change your mind or miss-clicked, select “Cancel” and you will go back to your questionnaire without removing anything.

Create question: You can create and add new question to your survey. To do this you click the option in the menu on the left hand of the screen, it will be added as the last question at the bottom of the page you are currently editing. Read more about the different question types here.

Remove a question: To remove an individual question from a page you will need to be on the specific question that you wish to remove. In this area you will have four buttons located at the far right side of the screen. Click the trash can icon (marked with a red square in the screenshot below) and you will get a question asking “Are you sure you want to delete this mechanism?”. Answer “Yes” and the question will be permanently deleted from your survey. If you change your mind or miss-clicked, select “Cancel” and you will go back to your questionnaire without removing anything.

Move question: To change the order of the question you will need to be on the specific question that you wish to move. At the far right of the screen you will have a number of arrows (marked in green in the screenshot above). Click these in order to move the question in the order on the page.

Move the question to the top of the page.

Move the question up one spot in the question order of the page.

Move the question down one spot in the question order of the page.

Move the question to the bottom of the page.

 

Where do I go from here?

When you have completed your creation of your survey questions the natural step is to move on to the Distributionpart of the survey creation process. You can always go back to the “Edit” mode should you need to change or update one or some of the questions.