Defining the choices in a survey

You can use a picklist to define choices in a survey. By asking users to choose from established values instead of entering free-form text, you can collect answers in a consistent format.

  1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.
  2. Click the name of your survey.
  3. Click the Picklist question so that it has focus.
  4. Define a value for each choice in the list.
    1. In the Picklist options section, click + Add value.
    2. In the field that is displayed, enter a label for the choice.
  5. Optional: Store the selected choice in a format that is different from the label.
    For example, in a list of color schemes, you can use the hexadecimal color code to find similar colors from different manufacturers.
    1. In the Picklist options section, click More > Advanced view.
    2. In the Reporting value field, replace the default value with your custom value.
  6. Optional: To control which choices are available when users take the survey, define conditions.

    For example, you can remove snow-related choices from a list of hobbies when a user lives in a tropical climate.

    1. In the Picklist options section, click More > Advanced view.
    2. In the Visible when list, select When, and then click Edit.
    3. In the Field list, select a question in your survey.
    4. In the Value field, enter a value that is the same format as the expected answer to the question.
    5. In the Comparator list, select an operation that compares the answer to the question to the value that you provide.
    6. Click OK.
  7. Click Save survey.
You can continue to manage your list by hand, or create a data page to support dynamically sourced choices.