Create a survey

Create a survey in SharePoint

1. Sign in to Microsoft 365 with your work or school account.

2. In the top of the page, select the app launcher icon , and then select the SharePoint tile.

3. Go to the site where you want to create the survey.

4. Select Settings , and then select Add an app.

   

5. On the Your Apps page, in the search box, enter survey.

   

   Select the Survey icon.

   

   : You may have a choice of internal or third-party survey apps, if your company allows them. Talk to your SharePoint administrator for advice on which to use.

6. In the Adding Survey box, select Advanced Options.

   

   You can also just enter a name, select Create, and then change settings and add questions later.

   : If you are using SharePoint, but your screens look different, your administrator you may be in Classic experience. Follow steps under the SharePoint 2016 tab instead.

7. Enter a name for the survey.

8. In the Description field, enter a description of the survey. The description is optional.

   

9. In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.

10. Select Next.

11. On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.

    

    : There currently is no automatic way to number questions for display, as you can't add additional columns to a Survey. If you want your questions number, put the number into the Question Name. Questions are added sequentially when you created them, however you can change the order of the questions from the settings page.

12. In the Additional Question Settings section, you can specify whether an answer to the question is required, or people can respond more than once to the survey. Depending on the type of question, you can also enter answers to choose from and set a default value.

    

13. If you want to add branching logic where the survey asks different questions based on what the last answer was, you need to finish creating the survey first. You can then go to the Survey Settings page and add branching logic. For more info, see Add branching logic to a survey.

    

14. In the Column Validation section, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company. For more info on formulas, see Examples of common formulas in SharePoint Lists.

    

15. Do one of the following:

    • To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.

      

    • If you are finished adding questions, select Finish.

      

16. To see your survey, under Recent in the Quick Launch bar, select the survey's name.

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Create a survey in SharePoint 2010

1. Navigate to the site where you want to add a survey.

2. Select Site Actions , and then select View All Site Content.

3. On the All Site Content page, and then at the top left of the page, select Create.

4. In the Search Installed Items search box in the upper left of the screen, under Data, enter survey, and then press Enter.

   

   Select the Survey icon.

   

5. In the Name box, enter a name for the survey. The name is required and appears at the top of the survey page. The name also becomes part of the web address for the survey page, and it appears in navigational elements that help users to find and open the survey.

6. To enter a description and to specify navigation and survey options, select More Options.

   

7. In the Description box, enter a description of the survey. The description is optional.

8. To add a link to this list on the Quick Launch, in the Navigation section, select Yes.

9. In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.

10. Select Create.

11. 

    • On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.

    • In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.

    • In the Column Validation section, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company. For more info about formulas, see Examples of common formulas in SharePoint Lists.

12. Do one of the following:

    • To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.

    • If you are finished adding questions, select Finish.

      : You can add or change questions later, if needed.

13. When you return to the Survey Settings page, if you don't see your survey on the Quick Launch bar on the left of the page, and would like to follow these steps.

    • Select Title, description, and navigation.

    • On the Quick Launch, under Display this survey, select Yes.

      You can also change the name, add a description, show user names in results, and allow multiple responses here if you'd like.

    • Select Save.

14. To see your survey, in the breadcrumb navigation at the top of the page, or on the Quick Launch bar on the left, select its name.

15. If you want the data from the survey to be available for offline viewing or analysis in Office clients, select Settings, and then select Survey Settings. Select Advanced Settings, and then in the Office Client Availability section, select Yes.

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Create a survey in SharePoint 2007

1. Select View All Site Content, and then select Create on the All Site Content page.

   : In most cases, you can use the Site Actions menu instead to complete this step.

1. Under Tracking, select Survey.

2. In the Name box, enter a name for the survey. The name is required.

   The name appears at the top of the survey page. The name becomes part of the web address for the survey page, and it appears in navigational elements that help users to find and open the survey.

3. In the Description box, enter a description of the survey. The description is optional.

4. To add a link to this list on the Quick Launch, in the Navigation section, select Yes.

5. In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.

6. Select Next.

7. On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.

8. In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.

9. Do one of the following:

   • To create additional questions, select Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.

   • If you are finished adding questions, select Finish.

     : You can add or change questions later, if needed.

10. To see your survey, in the breadcrumb navigation at the top of the page, select its name.

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