Surveys - introduction/en - Revision history

FuzzyBot: Updating to match new version of source page

2025-12-02T20:28:24Z

Updating to match new version of source page

← Older revision		Revision as of 22:28, 2 December 2025
Line 1:		Line 1:
	<languages /> __TOC__		<languages /> __TOC__



	{{Alert\|title=Attention\|text=Please note that this tutorial uses explanations and screenshots that are applicable to LimeSurvey 3.xx. Small differences exist between LimeSurvey 3.xx and LimeSurvey 2.xx, especially when it comes to the graphical user interface (GUI). We recommend the usage of the latest (most current) LimeSurvey version.}}
	~~=General=~~

	A survey includes, via different interconnected databases: languages, questions, question groups, question attributes, sub-questions, answers, default answers, assessments, and quota settings. To facilitate the [[Surveys - introduction#Surveys\|surveys management]], the [[Surveys - introduction#Survey groups\|survey group]] functionality{{NewIn\|3.0}} was recently added.		A survey includes, via different interconnected databases: languages, questions, question groups, question attributes, sub-questions, answers, default answers, assessments, and quota settings. To facilitate the [[Surveys - introduction#Surveys\|surveys management]], the [[Surveys - introduction#Survey groups\|survey group]] functionality{{NewIn\|3.0}} was recently added.
Line 197:		Line 192:
	*'''Participant May Save and Resume Later:''' This setting allows a participant to save his/her responses and resume the survey at a later time. Please note that this is most useful with open surveys or surveys in which the participants are anonymous. If you are using [[Survey participants\|tokens]] and the survey [[Participant settings\|is not anonymous]], in most cases it is better to activate '''token-based response persistence''' from the [[Participant settings]] panel.		*'''Participant May Save and Resume Later:''' This setting allows a participant to save his/her responses and resume the survey at a later time. Please note that this is most useful with open surveys or surveys in which the participants are anonymous. If you are using [[Survey participants\|tokens]] and the survey [[Participant settings\|is not anonymous]], in most cases it is better to activate '''token-based response persistence''' from the [[Participant settings]] panel.

	*'''Send Basic Admin Notification Email To''' and '''Send Detailed Admin Notification Email To''': These two functions allow you to send notifications or survey responses to any email address once the survey is submitted. You can edit the templates for these emails from the [[Survey settings#Email templates\|Email templates menu]]. You can choose the option to send emails to multiple recipients simultaneously by separating the email address entries with a semicolon (;) (e.g "yourname@test.com; myname@test.com; hisname@test.com" or (if using placeholders) "yourname@test.com~~;{INSERTANS:82733X12X73}~~;{TOKEN:EMAIL}").		*'''Send Basic Admin Notification Email To''' and '''Send Detailed Admin Notification Email To''': These two functions allow you to send notifications or survey responses to any email address once the survey is submitted. You can edit the templates for these emails from the [[Survey settings#Email templates\|Email templates menu]]. You can choose the option to send emails to multiple recipients simultaneously by separating the email address entries with a semicolon (;) (e.g "yourname@test.com; myname@test.com; hisname@test.com" or (if using placeholders) "yourname@test.com;{TOKEN:EMAIL}").

	{{Box\|To send an email to the survey administrator, '''you must use {ADMINEMAIL}'''.		{{Box\|To send an email to the survey administrator, '''you must use {ADMINEMAIL}'''.
Line 203:		Line 198:
	There are different ways for entering an email address:		There are different ways for entering an email address:
	#Enter a specific email address (ie: yourname@test.com).		#Enter a specific email address (ie: yourname@test.com).
	#Enter ~~a SGQA~~ code and the response will be sent to an email address entered as an answer to that particular question (use the format {~~INSERTANS:9999X88X12~~} in the same way you would reuse information from previous answers).		#Enter the Expression Script question code and the response will be sent to an email address entered as an answer to that particular question (use the format {<question code>} in the same way you would reuse information from previous answers).
	#'''The following is only possible if your survey is not anonymous'''. Enter a token code and the response will be sent to an email address retrieved from a token field. Use the format {TOKEN:EMAIL} or {TOKEN:ATTRIBUTE_1} in the same way you would re-use Information from the '''Survey participants''' table.}}		#'''The following is only possible if your survey is not anonymous'''. Enter a token code and the response will be sent to an email address retrieved from a token field. Use the format {TOKEN:EMAIL} or {TOKEN:ATTRIBUTE_1} in the same way you would re-use Information from the '''Survey participants''' table.}}

FuzzyBot: Updating to match new version of source page

2021-06-05T15:15:19Z

Updating to match new version of source page

Show changes

FuzzyBot: Updating to match new version of source page

2021-04-13T15:23:09Z

Updating to match new version of source page

← Older revision		Revision as of 17:23, 13 April 2021
Line 235:		Line 235:

	The import process reads the following formats:		The import process reads the following formats:
	*.[[~~Exporting_a_survey_structure~~#Export_survey_structure_.28.lss.29\|LSS files]] (XML-format created by LimeSurvey 1.90 or later);		*.[[Display/Export survey#Export_survey_structure_.28.lss.29\|LSS files]] (XML-format created by LimeSurvey 1.90 or later);
	*.[[~~Exporting_a_survey_structure~~#Export_survey_archive_.28.lsa.29\|LSA files]] (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0);		*.[[Display/Export survey#Export_survey_archive_.28.lsa.29\|LSA files]] (Survey archive which may include also token, responses and timings - available since LimeSurvey 2.0);
	*.[[~~Exporting_a_survey_structure~~#~~Export_tab~~-separated-~~values_format_.28~~.txt~~.29_.28New_in_2.0_.29~~\|TXT files]] (Text-format created by Excel - available since LimeSurvey 2.0);		*.[[Display/Export survey#Export tab-separated-values format (.txt)\|TXT files]] (Text-format created by Excel - available since LimeSurvey 2.0);
	*.CSV files (Created by early LimeSurvey versions from 1.50 to 1.90).		*.CSV files (Created by early LimeSurvey versions from 1.50 to 1.90).

FuzzyBot: Updating to match new version of source page

2021-04-13T15:11:11Z

Updating to match new version of source page

← Older revision		Revision as of 17:11, 13 April 2021
Line 16:		Line 16:
	<center>[[File:createnewsurvey.png]]</center>		<center>[[File:createnewsurvey.png]]</center>

	2. The second way is to click the ~~'''Surveys''' button located~~ on ~~the main toolbar of~~ your LimeSurvey installation home page.		2. The second way is to click on the Create survey box on your LimeSurvey installation home page..

	<center>[[File:Surveys-alternative button.png]]</center>		<center>[[File:Surveys-alternative button.png]]</center>

	A survey ~~list~~ will be displayed. ~~To create a new survey, click the '''Create a new survey''' button located on the top left part of the window, above the survey list.~~		The Create survey page will be displayed.


	<center>[[File:Create a new survey alternative.png]]</center>		<center>[[File:Create a new survey alternative.png]]</center>
Line 348:		Line 347:

	The following options are available:		The following options are available:
	[[~~Exporting_a_survey_structure~~#~~Export_survey_archive_.28~~.lsa~~.29~~\|Survey archive (.lsa)]];		[[Display/Export survey#Export survey archive (.lsa)\|Survey archive (.lsa)]];
	[[~~Exporting_a_survey_structure~~#~~Export_survey_structure_.28~~.lss~~.29~~\|Survey structure (.lss)]];		[[Display/Export survey#Export survey structure (.lss)\|Survey structure (.lss)]];
	Printable survey (.html): This option allows you to export the survey in a printable format in order to be filled out "offline".		Printable survey (.html): This option allows you to export the survey in a printable format in order to be filled out "offline".


	For more details, check ~~our~~ [[~~Exporting a~~ survey ~~structure~~\|~~wiki section on~~ how to export a survey structure]].		For more details, check [[Display/Export survey\|how to export a survey structure]].

	=Survey groups=		=Survey groups=

FuzzyBot: Updating to match new version of source page

2021-04-03T14:33:04Z

Updating to match new version of source page

Show changes

FuzzyBot: Updating to match new version of source page

2020-05-19T14:30:15Z

Updating to match new version of source page

← Older revision		Revision as of 16:30, 19 May 2020
Line 245:		Line 245:
	By default, the resource links and expression fields are also imported. Basically, the more advanced type of questions are going to be also imported along questions that include complex branching, assessments, validation, and tailoring.		By default, the resource links and expression fields are also imported. Basically, the more advanced type of questions are going to be also imported along questions that include complex branching, assessments, validation, and tailoring.

	{{Note\|For further details on LimeSurvey expression manager, read [[ExpressionScript\|our wiki]].}}		{{Note\|For further details on LimeSurvey expression manager, read [[ExpressionScript - Presentation\|our wiki]].}}

	Once the import process is completed, a survey structure import summary will be displayed, showing whether it was successful or not:		Once the import process is completed, a survey structure import summary will be displayed, showing whether it was successful or not:
Line 269:		Line 269:
	*'''New survey id:''' You can complete it or let the field empty as it gets automatically assigned a survey id during the process;		*'''New survey id:''' You can complete it or let the field empty as it gets automatically assigned a survey id during the process;

	*'''Convert resource links and expression fields:''' If you disable it, the more [[ExpressionScript\|advanced question types that use the expression manager]] will not be copied;		*'''Convert resource links and expression fields:''' If you disable it, the more [[ExpressionScript - Presentation\|advanced question types that use the expression manager]] will not be copied;

	*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;		*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;

C schmitz: Text replacement - "Expression Manager" to "ExpressionScript"

2020-02-11T13:45:08Z

Text replacement - "Expression Manager" to "ExpressionScript"

← Older revision		Revision as of 15:45, 11 February 2020
Line 245:		Line 245:
	By default, the resource links and expression fields are also imported. Basically, the more advanced type of questions are going to be also imported along questions that include complex branching, assessments, validation, and tailoring.		By default, the resource links and expression fields are also imported. Basically, the more advanced type of questions are going to be also imported along questions that include complex branching, assessments, validation, and tailoring.

	{{Note\|For further details on LimeSurvey expression manager, read [[~~Expression Manager~~\|our wiki]].}}		{{Note\|For further details on LimeSurvey expression manager, read [[ExpressionScript\|our wiki]].}}

	Once the import process is completed, a survey structure import summary will be displayed, showing whether it was successful or not:		Once the import process is completed, a survey structure import summary will be displayed, showing whether it was successful or not:
Line 269:		Line 269:
	*'''New survey id:''' You can complete it or let the field empty as it gets automatically assigned a survey id during the process;		*'''New survey id:''' You can complete it or let the field empty as it gets automatically assigned a survey id during the process;

	*'''Convert resource links and expression fields:''' If you disable it, the more [[~~Expression Manager~~\|advanced question types that use the expression manager]] will not be copied;		*'''Convert resource links and expression fields:''' If you disable it, the more [[ExpressionScript\|advanced question types that use the expression manager]] will not be copied;

	*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;		*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;

FuzzyBot: Updating to match new version of source page

2019-04-04T19:40:26Z

Updating to match new version of source page

← Older revision		Revision as of 21:40, 4 April 2019
Line 273:		Line 273:
	*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;		*'''Exclude quotas''': The [[Survey quotas\|quotas]] are going to be excluded if this option is disabled;

	*'''Exclude survey permissions:''' If enabled, no survey permissions will be copied into the new survey.		*'''Exclude survey permissions:''' If enabled, no survey permissions will be copied into the new survey;

	*'''Exclude answers:''' Exclude the ~~already-stored answers~~;		*'''Exclude answers:''' Exclude the answer options;

	*'''Reset conditions/relevance:''' Reset the conditions set in the original survey;		*'''Reset conditions/relevance:''' Reset the conditions set in the original survey;
Line 356:		Line 356:
	=Survey groups=		=Survey groups=

	<div class="simplebox">The survey group functionality has been added once with the launch of LimeSurvey 3. More survey group features will be added in time. If you wish to help, join us on [irc://irc.freenode.net/limesurvey IRC] and give us a hand with [https://github.com/LimeSurvey/LimeSurvey the code] or else [https://www.limesurvey.org/component/nbill?action=orders&task=order&cid=2 donate] to help the core LimeSurvey development group.</div>		<div class="simplebox">The survey group functionality has been added once with the launch of LimeSurvey 3. More survey group features will be added in time. If you wish to help, join us on [irc://irc.freenode.net/limesurvey IRC] and give us a hand with [https://github.com/LimeSurvey/LimeSurvey the code] or else [https://www.limesurvey.org/component/nbill?action=orders&task=order&cid=2 donate] to help the core LimeSurvey development group.

			Currently survey groups can list a set of surveys and apply theme/template options.</div>

	In order to access the survey group functionalities, click on the '''Surveys''' button located on the main toolbar of the LimeSurvey home page. Then, access '''Survey groups''':		In order to access the survey group functionalities, click on the '''Surveys''' button located on the main toolbar of the LimeSurvey home page. Then, access '''Survey groups''':
Line 380:		Line 382:
	*'''Parent:''' Choose the survey group that will be the parent survey group. The parent group option is used to ease the edit of template-related options of a high number of survey groups via a few clicks.		*'''Parent:''' Choose the survey group that will be the parent survey group. The parent group option is used to ease the edit of template-related options of a high number of survey groups via a few clicks.


			To add surveys to the group you will need to visit the '''"General settings"''' tab inside a survey and under '''"Group"''' select the survey group.
	==Edit survey group==		==Edit survey group==

FuzzyBot: Updating to match new version of source page

2019-01-08T14:05:06Z

Updating to match new version of source page

← Older revision		Revision as of 16:05, 8 January 2019
Line 74:		Line 74:

	<center>[[File:Create a new survey - General settings.png]]</center>		<center>[[File:Create a new survey - General settings.png]]</center>


	*'''Base language:''' It represents the main language of the survey. The base language corresponds with the [[Global settings#Language\|default site language]]. The latter can be changed from the global settings of your LimeSurvey installation by a superadministrator;

	*'''Additional languages:''' More languages can be added to your survey. This option is important when you want to create multilingual surveys. For example, if you wish to use English, German, and Romanian for your survey, add Romanian and German as additional languages (if English is already the default/base language). The list of available languages could be smaller if the LimeSurvey administrator diminished the number of available languages from the [[Global settings#Language\|LimeSurvey global settings]];

	*'''Survey owner:''' Type in the real name of the survey owner;		*'''Survey owner:''' Type in the real name of the survey owner;
Line 361:		Line 356:
	=Survey groups=		=Survey groups=

	<div class="simplebox">The ~~question~~ group functionality has been added once with the launch of LimeSurvey 3. More survey group features will be added in time. If you wish to help, join us on [irc://irc.freenode.net/limesurvey IRC] and give us a hand with [https://github.com/LimeSurvey/LimeSurvey the code] or else [https://www.limesurvey.org/component/nbill?action=orders&task=order&cid=2 donate] to help the core LimeSurvey development group.</div>		<div class="simplebox">The survey group functionality has been added once with the launch of LimeSurvey 3. More survey group features will be added in time. If you wish to help, join us on [irc://irc.freenode.net/limesurvey IRC] and give us a hand with [https://github.com/LimeSurvey/LimeSurvey the code] or else [https://www.limesurvey.org/component/nbill?action=orders&task=order&cid=2 donate] to help the core LimeSurvey development group.</div>

	In order to access the survey group functionalities, click on the '''Surveys''' button located on the main toolbar of the LimeSurvey home page. Then, access '''Survey groups''':		In order to access the survey group functionalities, click on the '''Surveys''' button located on the main toolbar of the LimeSurvey home page. Then, access '''Survey groups''':

FuzzyBot: Updating to match new version of source page

2018-10-25T19:00:17Z

Updating to match new version of source page

← Older revision		Revision as of 21:00, 25 October 2018
Line 114:		Line 114:
	**''Incremental'' : If this option is selected, the question groups will be shown incrementally in an index menu located on the survey page. You are allowed "to jump" only to the question groups that were previously visited/accessed;		**''Incremental'' : If this option is selected, the question groups will be shown incrementally in an index menu located on the survey page. You are allowed "to jump" only to the question groups that were previously visited/accessed;
	**''Full'' : Jumping from question group to question group is allowed via the index menu.		**''Full'' : Jumping from question group to question group is allowed via the index menu.

	*'''Show policy notice:''' If enabled, a policy notice (e.g., regarding the protection of personal data) will be displayed on the welcome page to the survey respondents. The following options are available:
	**''Don't show'' : If chosen, no policy notice will be displayed to your survey respondents.
	**''Show as text'' : If enabled, the whole data security/policy text will be displayed after the welcome message. The checkbox will be displayed at the bottom of the text.
	**''Show in modal'' : If enabled, only the checkbox text will be displayed. To access the full policy/data security text, the survey respondents will have to click on the '''Show policy''' button located under the checkbox text.

	~~<div class="simplebox">[[File:help.png]] Please note that:~~
	* if you enable this function, create first the survey and then access the [[Text elements]] tab located in the survey settings menu;
	* if you wish to display a policy notice on the welcome page, the survey respondents will have to confirm that they accept it by ticking the corresponding checkbox. Otherwise, they will not be able to complete the survey. To edit the policy notice texts, access the [[General settings\|General settings panel]].</div>

	*'''Show "There are X questions in this survey''': It shows the total number of questions in your survey;		*'''Show "There are X questions in this survey''': It shows the total number of questions in your survey;