Questionnaires templates

In this section, you can create, edit, and delete questionnaire templates, that you can then use in any survey component.

Create a questionnaire template

To create a new questionnaire template, you need to click the "New template" button.

Backend: new template form
Table 1. New questionnaire template form
Field Type Description

Name

Required

Title of this template. Choose a clear title, describing precisely what the survey is for, like "feedback survey."

Description

Required

Description of what the template is made for. This description is only available in the templates panel, to describe precisely what the survey is for.

Click the "Save" button to continue creating your template questionnaire.

Backend: new survey template form

Then, click the "Edit" button. You enter the survey creation process. Click the "Skip" button if you don’t want to use an existing template.

On the next page, you can create a survey. Please refer to the Surveys documentation for more information.

Click the "Save" button to see a preview of your survey.

Backend: new survey template preview

Click on the "Save" button again to save your template.

Manage templates

All the templates appear in the questionnaire templates list:

  • Template: name of the template.

  • Questionnaire Title: name of the survey by default when choosing this template.

  • Number of questions: number of different questions in the survey.

  • Created at: date of creation.

You can edit a template and its questions at any moment. Also, please note that when you choose a template when creating a survey, you can also change the questions, add some or delete some for this specific component.

Actions

Icon Name Definition

Edit template

Edit

To edit the template and the survey questions.

Duplicate template

Duplicate

To duplicate the template.

Delete template

Delete

To delete the template.

Use the template

To use the template, create a survey component in a participatory space, then edit it. You then see a page proposing you to choose a template for this survey.

Backend: choose template when creating survey