Survey table
To go to the table with surveys, go to the Content - Surveys menu.
The Surveys page displays a list of all created surveys in a table with the following columns:
(1) — Title and description (if available);
(2) — Questions — the number of questions added to the survey;
(3) — Tags — tags can be added to surveys for easier search;
(4) — Date of change;
(5) — Published status — after creation, a survey must be published. Only published surveys can be used in tasks.
You can Search for a specific survey by Title. Filtering (6) is available for the other columns.
Filtering can be performed on multiple columns at the same time. When any filter is applied, the Clear filters button is displayed. If several filters are active, a remove icon appears next to each parameter, allowing you to delete filters individually. To reset all filters at once, click the Clear filters button.
Sorting (7) is available for any column in the table; however, it can be applied to only one parameter at a time. By default, sorting is set by Date of change.
(8) — Actions button — the following actions are available for each survey:
- Edit — navigates to the survey editing page. Any survey can be edited after saving.
- Settings - setting up a survey with automatic transitions to different questions depending on the answer to the previous question with a single answer. The action is displayed only if the "Survey by groups" mode is selected (for more details: Survey execution modes
- Duplicate — creates a copy of the survey;
- Export — saves an archive of the survey, which can later be imported into the system;
- Remove — clicking the Remove button opens a confirmation window. If the survey is used in tasks, it cannot be deleted; instead, the system suggests unpublishing it.
The Hidden Columns (9) button allows you to configure which columns are displayed in the table. If the toggle is enabled (blue), the corresponding column is shown; if disabled, the column is hidden. The number of hidden columns is indicated directly on the button.
Additionally, a column can be hidden by clicking the More button next to its name and selecting Hide column from the dropdown menu. The More button also provides access to Sorting and quick navigation to Filter.
(10) - Import - you can import an archive with a previously exported survey into the system;
(11) - Add - clicking the button will open the survey creation page. For more information: Сreating Survey
For convenient work with surveys, there is a possibility of group actions. To do this, you need to mark the necessary surveys using checkboxes - after which a panel with available actions will appear at the bottom of the screen.
By default, the "Remove" button is available, and by clicking on the arrow next to it, you can additional options: Publish, Unpublish, or Set tags.
If you uncheck the checkboxes from the tasks, the action panel will automatically disappear.
