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Copying a survey

You can copy a survey in your application to save time and quickly reuse question pages, formatting, or supporting information. If you edit a question page in a copied survey, your changes affect all surveys that reference the question page.

  1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.

  2. On the Surveys tab, click the Copy icon to open the Copy survey dialog box.

  3. In the Name field, enter a unique name for the survey.

  4. Optional: To change the scope of the survey, expand the Context section and provide a different class, ruleset name, or ruleset version.

    Do not change the scope to be too specific, because you can make the survey incompatible with the question pages that it contains.

  5. Click Save.

After you copy a survey, you can edit the elements that it contains. For example, you can remove questions and question pages, or edit the questions in a question page.

You must purchase a separate license before using survey functionality in your application.