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Create a survey

Create a survey
  1. In the top link bar, click Create.
  2. On the Create Page page, click Survey.
  3. In the Name box, type a name for the survey.

    This field is required.

  4. In the Description box, type a description of the purpose of the survey.

    This field is optional.

  5. In the Navigation section, if you want a hyperlink to this survey to appear on the Quick Launch bar, click Yes.
  6. In the Survey Options section, if you want respondents' names to be visible when a team member views the survey results, click Yes under Show user names in survey results?.

    If you want to allow team members to respond more than once to the survey, click Yes under Allow multiple responses?.

  7. Click Next.
  8. On the Add Question page, in the Question box, type a question.
  9. Select an option for the type of answer that you want.

    For example, if you want team members to choose from a set of items, click Choice.

  10. In the Optional settings for your question section, specify the settings that you want.

    The following types of answers are available, with options for each type as shown:

    Single line of text

    Use this information type when you want team members to enter just a few words.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Maximum number of characters

    Type a number to limit the number of characters that team members can type.

    Default value

    If you want new responses to display information for this question automatically, type that information in the space provided. Team members can change this value. You can also select Calculated value and then enter a formula to create the default value. For example, you could specify that, by default, a team member's user name appears by typing [me] in the field provided. For information on calculated values, see About computed and calculated columns .

    Multiple lines of text

    Use this information type when you want team members to type a sentence or more.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Number of Lines to Display

    Type a number to limit the number of lines that team members can type for this question.

    Allow Rich HTML Text

    Specify whether you want to allow text formatting such as fonts, bold, italic, or text colors.

    Choice

    Use this information type when you want team members to choose from a set of selections that you provide.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    List of choices

    In the Type each choice on a separate line box, replace the sample text with the selections from which you want team members to choose. Type each selection on a separate line. To start a new line, press ENTER.

    Display choices using

    If you want the selections to be displayed in an expanding box, click Drop-Down Menu. If you want the selections to be displayed in a list, click Radio Buttons.

    Allow fill-in choices

    Select this option if you want to allow users to type in their own selections.

    Default value

    New responses will automatically display the selection that you typed first in the List of choices. If you want to use another selection as the default, copy and paste that selection here. You can also select Calculated value and then enter a formula to create the default value. For example, you could specify that, by default, a team member's user name appears by typing [me] in the field provided. For information on calculated values, see About computed and calculated columns

    Rating Scale

    Use this option if you want users to choose their preference on a numeric scale.

    • Enter the options that the users can evaluate on the ratings scale.
    • Enter the top and bottom numbers for the ratings scale.
    • Enter descriptions for the low, middle, and high ends of the scale.
    • Select Show N/A option and enter text in the box if you want to allow a user to not rate an option. This is useful when an option does not apply to a user.

    Number

    Use this information type when you want team members to type a numerical value.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Minimum and maximum values

    If you want team members to enter values within a certain range, type a value for the lower limit in the Min box and a value for the upper limit in the Max box.

    Number of decimal places

    Select the number of decimal places to enable team members to enter decimal values in tenths, hundredths, and so on.

    Default value

    If you want new responses to display information for this question automatically, type that information in the space provided. You can also select Calculated value and then enter a formula to create the default value. For example, you could specify that, by default, a team member's user name appears by typing [me] in the field provided. For information on calculated values, see About computed and calculated columns

    Percentage option

    If you want the number to represent a percentage, select this check box.

    Currency

    Use this information type when you want team members to type a monetary value.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Minimum and maximum values

    If you want team members to enter values within a certain range, type a value for the lower limit in the Min box and a value for the upper limit in the Max box.

    Number of decimal places

    Select the number of decimal places to enable team members to enter decimal values in tenths, hundredths, and so on.

    Default value

    If you want new responses to display information for this question automatically, type that information in the space provided. You can also select Calculated value and then enter a formula to create the default value. For example, you could specify that, by default, a team member's user name appears by typing [me] in the field provided. For information on calculated values, see About computed and calculated columns

    Currency format

    Select a currency based on geographic region.

    Date and Time

    Use this information type when you want to store calendar or time-of-day information.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Date format

    Select whether you want to display the date or the date and time of day.

    Default value

    If you want new responses to display the current date for this question automatically, click Today's Date; otherwise, click (None). You can also select Calculated value and then enter a formula to create the default value. For information on calculated values, see About computed and calculated columns

    Lookup

    Use this information type when you want to make it easy to select information that's already stored in your Microsoft Windows SharePoint Web site.

    Require a response to this question

    If you want to require team members to enter information for this question, click Yes.

    Get information from

    Select a list or library from your site.

    In this column

    Select the column that stores the information that you want team members to be able to select.

    Include presence information

    This option appears if you select the User Information list as your lookup source. Select this option if you want online presence information to appear next to users names. This status is updated each time a user logs on to Microsoft Windows Messenger. This feature provides a handy way to know when team members are available for online chats.

    Yes/No

    Use this information type when you want to store true/false information. To indicate a value of "yes," team members select the check box; to indicate a value of "no," team members clear the check box.

    Default value

    If you want new responses to display a value for this question automatically, click Yes or No here. Team members can change this value.

  11. If you want to add more questions, click Next Question and repeat the steps above.
  12. When you are done adding questions, click Finish.
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