Basics

The Basics tab under New Survey is used to setup the basic settings for the survey form.

The table below explains the fields available on the Basics tab:

Field Name Description

Internal survey name

Enter the internal survey name of the survey form, for reference or descriptive purposes only. This name is not seen on the website when the form is inserted. An internal survey name is required in order to save the survey form.

Survey name to display

Enter the display name for the survey, which is seen on the web form by survey takers. A survey name to display is required to save the survey form.

Survey Questions

This includes:

  • Questions to ask: This displays the number of questions in the survey, and description of each, including the responses and the question orientation. Click Add to be taken to the Utilities > Web Forms > Surveys > New Survey > Add Survey Question page, where you may create a new question to be added to the surveyThe buttons next to the questions perform the following functions:up: moves the question one position up in the order that it appears on the survey form. For example, clicking up next to question #2 moves that question up one position to become question #1

    down: moves the question one position down in the order that it appears on the survey form. For example, clicking down next to question #1 moves that question down one position to become question #2

    Remove: deletes the question from the survey.

    Edit: takes you to the Edit Survey Question Parameters page, where you can make changes to the question itself.

Preview

This displays what the survey looks like. If you like to change the questions, create or edit them from the Basics page. If you like to change the HTML header and footer, edit them on the Advanced tab. If you like to change the HTML source, click Edit source

Note

Once you edit the source, you may not edit the questions using Aurea List Manager's survey form wizard

Edit source

Edit the source HTML of the survey directly

Note

Once you edit the source, you may not edit the questions using Aurea List Manager's survey form builder

Save

This save the survey, and return to the main Utilities > Surveys menu.

Cancel

This cancel any changes made, and return to the main Utilities > Surveys menu.

Refer to the following topics for more information: