Create a survey
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About surveys
Surveys provide a way of polling team members. If your SharePoint team Web site includes a survey, you can go to it by clicking Lists in the top link bar and then selecting the survey on the Lists page. You can also click the name of the survey on the Quick Launch bar (unless the person who created the survey chose not to display a hyperlink to the survey).
You may be able to respond to a survey more than once, depending on how the survey is set up.
If the survey is set up so that respondents' names are visible, the All Responses view enables you to see how each team member responded. The Graphical Summary view displays a compilation of responses.
In the top link bar, click Create.
On the Create Page page, click Survey.
In the Name box, type a name for the survey. This field is required.
In the Description box, type text that describes the purpose of the survey. This field is optional.
In the Navigation section, if you want a hyperlink to this survey to appear on the Quick Launch bar, click Yes.
In the Survey Options section, if you want respondents' names to be visible when a team member views the survey results, click Yes under Show user names in survey results?.
If you want to allow team members to respond more than once to the survey, click Yes under Allow multiple responses?.
Click Next.
On the Add Question page, create a question for your survey. Do the following:
In the Question box, type a question.
Select an option for the type of answer you want. For example, if you want team members to choose from a set of items, click Choice.
In the Optional settings for your question section, specify the settings you want.
The following types of information are available, with options for each type as shown:
Single line of text
Use this information type when you want team members to enter just a few words.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
Maximum number of characters :
Type a number to limit the number of characters team members can type.
Default value :
If you want new responses to display information for this question automatically, type that information here. Team members can change this value if they want to.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Multiple lines of text
Use this information type when you want team members to type a sentence or more.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
Number of Lines to Display :
Type a number to limit the number of lines team members can type for this question.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Number
Use this information type when you want team members to type a numerical value.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
Minimum and maximum values :
If you want team members to enter values within a certain range, type a value for the lower limit in the Min box and a value for the upper limit in the Max box.
Number of decimal places :
Select the number of decimal places to enable team members to enter decimal values in tenths, hundredths, and so on.
Default value :
If you want new responses to display information for this question automatically, type that information here. Team members can change this value if they want to.
Percentage option :
If you want the number to represent a percentage, select this check box.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Currency
Use this information type when you want team members to type a monetary value.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
Minimum and maximum values :
If you want team members to enter values within a certain range, type a value for the lower limit in the Min box and a value for the upper limit in the Max box.
Number of decimal places :
Select the number of decimal places to enable team members to enter decimal values in tenths, hundredths, and so on.
Default value :
If you want new responses to display information for this question automatically, type that information here. Team members can change this value if they want to.
Currency format :
Select a currency based on geographic region.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Date and Time
Use this information type when you want to store calendar or time-of-day information.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
Date format :
Select whether you want to display the date or the date and time of day.
Default value :
If you want new responses to display the current date for this question automatically, click Today's Date; otherwise, click (None). Team members can change this value if they want to.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Lookup
Use this information type when you want to make it easy to select information that's already stored in your SharePoint team Web site.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Get information from :
Select a list, document library, discussion board, or survey from your team Web site.
In this column :
Select the column that stores the information you want team members to be able to select.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Choice
Use this information type when you want team members to choose from a set of selections that you provide.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
List of choices :
In the Enter each choice on a separate line box, replace the sample text with the selections you want team members to choose from. Type each selection on a separate line. To start a new line, press ENTER.
Display options :
If you want the selections displayed in an expanding box, click Drop-Down Menu. If you want the selections displayed in a list, click Radio Buttons.
Default value :
New responses will automatically display the selection you typed first in the List of choices. If you want to use another selection as the default, copy and paste that selection here. Team members can change this value if they want to.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Yes/No
Use this information type when you want to store true/false information. To indicate a value of "yes," team members select the check box; to indicate a value of "no," team members clear the check box.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Default value :
If you want new responses to display a value for this question automatically, click Yes or No here. Team members can change this value if they want to.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
Hyperlink or Picture
Use this information type when you want to display a hyperlink to a Web page or display an image from the Web.
Description :
Type a description of the information you want for this question. When team members respond to a survey, question descriptions are displayed below the data entry fields.
Required :
If you want to require team members to enter information for this question, click Yes.
URL format :
If you want the hyperlink to be text, click Hyperlink. If you want the hyperlink to display an image, click Picture. To display a picture, team members enter a Web address that is the URL of an image, such as https://example.microsoft.com/image.gif.
Default view option :
If you want this question to appear in the default view of this survey, select this check box.
At the bottom of the page, click OK.
If you want to add more questions, under Questions, click Add a question, and then repeat step 8.
