Create a survey

You can use surveys to ask people what they think about issues, how to improve your processes, and many other topics. You can collect the results by using several different types of questions, such as multiple choice, fill-in fields, and even ratings.

What do you want to do?

Plan a survey

Create a survey

Plan a survey

A survey is a special kind of list that enables the owner to create questions, multiple people to respond to the questions, and the results to be summarized.

Before you create a survey, it is a good idea to map out the questions that you want to ask and the type of answers that you want to receive. For example, do you want someone to respond with their own words, enter a dollar amount, or choose from a list? You should also decide whether questions are required or optional.

In order for people to respond to the survey, they must have permission to contribute to the survey or to the site that contains the survey. If they don’t have the necessary permissions, see the person who owns or manages your site.

As you develop questions, consider how you will want to analyze the data. For example, fill-in choices allow users to enter their own information. This enables more flexibility, if the user’s answer doesn’t fall exactly within the choices provided, but it can be more challenging to review and compile a diverse set of answers.

You can add branching logic to specific questions, so that the remaining questions in the survey are relevant to the respondent. For example, you can specify that questions about Internet topics appear only for people who say they regularly use the Internet. To specify branching logic, you first create the survey, and then specify the logic for the questions in the survey settings.

After you create a survey, you can add questions right away. As you add each question, you are prompted to specify the text for the question, the type of answer that you expect to receive, and any other settings needed for the question and answer type. If you need to revise your survey, you can add more questions or change existing questions later.

Types of survey questions and answers

  • Single line of text    Use this type when you want people to type a word or a few words for their answer. You can specify a character limit and a default answer.

  • Multiple lines of text    You can specify the number of lines for the response, and whether the response is in plain text, formatted text, or formatted text that is also enhanced with pictures, tables, and hyperlinks.

  • Choice    This question type enables people to choose from a predefined list of choices. You can allow users to fill in their own text, in addition to the choices they are offered. The choices can appear as a drop-down menu, radio buttons, or check boxes. To enable users to select multiple options, use check boxes.

  • Rating scale    This question type provides a summary question with detailed questions and responses that are rated on a scale. You can define the range of the scale, such as 1 to 5 or 1 to 10, and provide text to explain the meaning of the scale.

  • Number    You can specify integers, decimals, or percentages, as well as a maximum and minimum range.

  • Currency    You can specify maximum and minimum values, the currency format, and other settings.

  • Date and time    You can specify that the answer is a date or both date and time. The answer displays a box with a calendar that helps people to choose a date.

  • Lookup    This type of question offers answers that are stored as a column in another list. With a lookup question, the choices offered are the same as the contents of the corresponding list.

  • Yes/no    This question appears as text followed by a single check box. A selected check box is considered Yes. The words Yes or No do not actually appear. If you want Yes or No to appear with your question, create a Choice question and then enter Yes and No as the choices.

  • Person or group    This option enables respondents to browse or search the directory service for values to use as answers. For example, if the answer to the question should be the name of a person in your organization, the respondent can select that person's name from your directory service.

  •  Page separator    You can add a page break between questions by adding a page separator to your survey.

After you create the survey, people can see a Respond to this Survey button that they can click to launch the survey. You can let people know about the survey by sending out a link to it, adding an announcement about it, blogging about it, or linking to it from other sites. Once users start completing the survey, you can see their responses in a bar chart or as list items.

If you have a large number of questions or complex answers, you may want to use a database program, such as Microsoft Access, to analyze the answers.

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Create a survey

Note: To create a survey, you must have permission to create lists on the site where you are creating the survey.

  1. Click Site Actions Site Actions Menu , and then click View All Site Content.

  2. On the All Site Content page, click Create.

  3. Under Data, click Survey.

  4. In the Name box, type a name for the survey. The name is required. The name appears at the top of the survey page. The name becomes part of the Web address for the survey page, and it appears in navigational elements that help users to find and open the survey.

  5. Click More Options to enter a description and to specify navigation and survey options.

  6. In the Description box, type a description of the survey. The description is optional.

  7. To add a link to this list on the Quick Launch, click Yes in the Navigation section.

  8. .In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.

  9. Click Create.

  10. On the New Question page, enter your question text and then select the type of answer that you want in the Question and Type section for your first question.

  11. In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.

  12. In the Column Validationsection, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company.

  13. Do one of the following:

    • To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.

    • If you are finished adding questions, click Finish.

      Tip: You can add or change questions later, if needed.

  14. To see your survey, click its name in the breadcrumb navigation at the top of the page.

  15. You can specify whether data from the survey is available for offline viewing or analysis in Office clients. To make the data available for offline viewing, click Settings, and then click Survey Settings. Click Advanced Settings, and then in the Office Client Availability section, select Yes.

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