Initiating a Survey 

Go to Admin >> User Survey >> Survey Configuration.

• Click Initiate Survey.

or

• Select a survey and click Publish Survey on the form header.

Sometimes, you might want to trigger a survey for a request under uncertain conditions. To do that:

• Select a request and choose Send Survey for this request from Actions drop-down.

The first survey in request-based surveys list that matches the request criteria will be sent to the requester.

Editing a Published Survey

• You can modify all fields, but you cannot add or remove questions.
• After editing, click Save & Publish Survey.

Suspending a Published Survey

• On the survey home page, click Settings>>Stop Survey.

or

• Select a survey and then click Stop Survey in the details page.

You can resume stopped surveys by initiating them again.

Deleting a Survey

You can delete unpublished surveys and published surveys with zero responses. As for the published surveys with responses, you can only mark them inactive.

• Click Delete Survey from Settings drop-down beside a survey in the survey home page. 

or

• Select a survey and click Delete Survey on the form header.

Inactivating a Survey

You can inactivate published surveys to terminate them and simultaneously save their user responses.

• Click Settings icon and select Mark as Inactive.