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Edit or Delete a Survey

Make changes to your Survey or remove it from your account entirely.

Updated over 3 weeks ago

This feature is available for users who have enabled Workforce HR.

What's covered in this guide?

Edit a Survey

To edit a survey, go to Surveys > Edit.

Edit a section name

To edit a section name, go to Surveys > Edit > Edit Section Name. Enter in name and click Update Section Name to save.

Edit a question

You can edit a question directly within the survey. Once edited, click out of the question and the question will be automatically saved.

Note: You will see a blue loading bar at the top of your screen indicating the edit has saved.

Delete a question

To delete a question:

  1. Go to Surveys > Edit

  2. Ensure you are on the correct section

  3. Under the question and answer type, select Delete

Delete a section

To delete a section:

  1. Go to Surveys > Edit

  2. Ensure you are on the correct section

  3. Select the down arrow next to Edit Section Name and select Delete

Duplicate a survey

You can duplicate a survey for quick creation.

  1. Go to Surveys > 3 Dot Icon > Duplicate

  2. Confirm by selecting Duplicate Survey Template

  3. The duplicate survey will have the same title and 'Copy' included

  4. Select Edit to configure the duplicate survey (optional)

Rearrange sections or questions

You can rearrange sections or questions in a survey by clicking and dragging. To so so:

  1. Go to Surveys > Edit

  2. Hover over the section or question until you see a 6 dot icon at the top

  3. Click, hold, and drag up or down

Delete a Survey

🚀 What's next?

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