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Reviewing the surveys in your application

You can use the Survey Management landing page to review the surveys in your application. By understanding the functionality that your application already provides, you can decide when it makes sense to create, extend, or reuse a survey.

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

  2. On the Surveys tab, enter search criteria in a column, and then click Apply to filter the results.

    For example, you can find surveys updated within a specific date range or surveys most recently updated by you.

  3. Click the name of a survey to review the question pages and questions that it contains.

  4. Optional: To view the presentation of a survey without running the survey, click Preview.

After you review a survey, you can copy it or reuse parts of it, such as a question page or question, in another survey.

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