How to create and use surveys in SharePoint

In this article, I will discuss the OOTB solution available for creating surveys in SharePoint 2013.

Let’s start with creating a new survey.

Step 1. Click on gear/setting from top left of the page

sharepoint gear icon setting

Step 2. Click on add an app

Step 3. Scroll down to the page and look for survey app and give it name for our example, it is Annual Party Survey

survey

Step 4. Click on Advanced Options. If you click on create, it will simply create your survey and later on you can configure.

Using advanced option will let us to setup or configure survey while creating it.

Annual Party Survey

Step 5. Fill in the details as per the requirements

Configure survey

Click on Next button and SharePoint comes up with more options

Select your question and its type, in this case, I am keeping in simple with choice as type and we are asking people to choose their favorite venue for party

Select your venue

additional questions

for now, I will keep one question in this survey, you can add more questions to this survey. Click on Finish button.

survey created

Now if you want to add more question, it can be done using setting option.

Let us add another question, like Are you excited about this event? with Yes or No option.

add question

 

rating event

 

configure event

 

Sign in with a different user account and respond to the survey.

Respond to the survey

You can modify your survey anytime using setting option.

Survey Settings

Now go to advanced settings and change the item level permissions from “Read all responses” to “Read responses that were created by the user”

advanced-survey-settings

Survey Permissions

Step 1. Go to survey setting permissions and management, click on permissions for this survey

permisson to this survey

and Select the group you want them to access this survey or select Everyone if you are targeting everyone in your firm. Keep in mind to give contribute access so that they can’t change the survey setting.

View Survey Result:

How a graphical summary of responses 

graphical response

Show all responses 

show all response

Create Survey Using Branching Logic

Branching logic provides a custom path based on user input or response to the survey. It shows only relevant question based on user’s answer.

Let us see an example, we will continue with the same survey.

Important: Branching logic works on the basis of question order

We will add a question like Are you coming for the event?

If YES, we will have the different set of questions and if NO, then we will have a different question for user inputs. Now this is branching means flow of the questions depends on upon user input.

for Yes, we will have questions like

How many guests will you bring?

Tell us you favorite party game?

for No, we will have a question like

Would you be interested in future events?

Let’s start creating questions

Branching logic

Keep in mind, we can’t configure branching logic while creating questions, so first create all the questions and later on we will set up branching logic using survey setting. I have created all the questions. I have defined their types as a choice for branching logic (coming for the event), the number for no of guest, multi-lines for favorite game and choice for coming future events.

now we have to add branching logic in question no 4

i.e Are you coming for the event?

Click on the question, it will take you to the edit question mode for question 4

survey setting for branching logic

Scroll down and configure the branching logic section. If you remember it was not coming when we created this question.

configure branching logic

configured branching logic

Respond to the survey now

respond to brancing logic survey

Here we can’t see the full survey questions and this is because of our branching logic question

which is Are you coming for the event?

If the user clicks on Yes, there will be another set questions will come which we have defined.

respond to brancing logic survey2

If the user clicks on No, there will be another set questions will come which we have defined.

Here we are getting our last question, i.e Would you be interested in future events?

respond to brancing logic survey4

View Survey Result:

result1 result2

 

I hope this article will help you to understand about the survey in SharePoint 2013.

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