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Manage questions and question groups in the question library

The question library is where you build and maintain every question and question group your organization uses in forms and reports. A question group bundles related questions, plus any conditional logic between them, into a reusable unit that stays together wherever it's used.

Before you start:

How questions and question groups work together

  • Every question lives in the question library, even if you create it in a form, a report, or a question group.
  • A question can belong to more than one question group.
  • Question groups can only be created and managed in the question library. You can add them to forms, but not create or edit them there.
  • Question group names are for internal use only. Responding organizations never see them.

Find questions and question groups

In the left navigation, click Reporting > Question Library. Use the Questions and Question Groups tabs to switch between them. You can search either tab by title, and on the Questions tab you can filter by question type or group.

Questions

Add a question

  1. In the left navigation, click Reporting > Question Library.
  2. In the upper right corner, click Add question. The Create new question panel opens.
  3. Select a type from the Question type drop-down list. The fields below it depend on the type you choose.
  4. In Question name, enter your question.
  5. Optional: click + Add description and enter more detail in the Description field.
  6. For text-based types such as short answer, you can click the down arrow next to Text settings and enter placeholder text in Placeholder text within input field.
  7. For choice-based types such as single select, enter each option in the Answer choices area. Click + Add answer choice to add more.
  8. Click Save. The panel closes and the new question appears in the list.

Edit a question

  1. Click the three-dot icon next to the question and select Edit.
  2. In the panel that opens, click Edit question.
  3. Make your changes and click Save changes. A dialog shows how the change will affect other parts of reporting.
  4. Click Save to apply it, then click the X to close the panel.

Note: The question type can't be changed once a question is created.

Duplicate a question

Click the icon next to the question and select Duplicate. A copy of the question appears below the original.

Delete a question

  1. Click the icon next to the question and select Delete. A dialog shows how the deletion will affect other parts of reporting.
  2. Type DELETE in the field and click Delete question.

Warnings:

  • Deleting a question is permanent and removes it from the question library.

  • If a question is used in conditional logic, it is removed from the corresponding rule. If it is the sole source of conditional logic or the sole action in a rule, the rule is effectively removed.

  • If a question has been applied in a report that has already been submitted, the answer records and corresponding columns are not deleted. If a question has been applied in a report that has not been submitted yet, the question is simply removed.

Question groups

Create a question group

  1. In the left navigation, click Reporting > Question Library, then click the Question Groups tab.
  2. In the upper right corner, click Add question group.
  3. In Group name, enter a name and click Create question group.

 

Note: Question group names are for internal use only. Responding organizations never see them.

Add questions to a group

  1. Click the group's name. The All Questions screen appears.
  2. Click Edit.
  3. To add existing questions, click Add and select Question from library. Search or scroll, select each question you want, and click Select questions.
  4. To create a new question in the group, click Add and select New question. Choose the question type and complete its fields.
  5. At the top of the questions list, click Save changes. A dialog shows how the change will affect other parts of reporting. Click Save to apply it.

Edit a question group

  1. Click the icon next to the group and select Edit. The group's questions appear.
  2. To rename the group, click Settings.
  3. To change questions, click Edit. You can:
    • Click Add to add another question.
    • Expand a question to view or edit its fields. The question type can't be changed.
    • Drag the handle icon to reorder questions.
  4. At the top of the list, click Save changes, then click Save in the confirmation dialog.

Preview a question group

Click Preview group to see the group as responding organizations will. Click Close preview when you're done.

Delete a question group

  1. On the Question Groups tab, click the icon next to the group and select Delete.
  2. Type DELETE and click Delete question group.

 

Warning: Deleting a question group is permanent and removes it everywhere it's used. Please note that deleting the question group will not delete the questions within the group - they will remain within your question library. Review the confirmation dialog carefully before continuing.