Create a survey question template

task brazil Updated Sep 10, 2026 1 min read t_CreateASurveyQuestionTemplate.md
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You can create and administer question templates.

Before you begin

Role required: admin or survey_admin

About this task

Changes to a survey, such as the modification of question templates, apply to existing survey instances immediately. Templates that you create are available for use with both surveys and assessments.

Procedure

  1. Navigate to All > Survey > Templates.

    Each template is stored as a record on the Assessment Metric Template [asmt_template] table.

  2. Click New.

  3. Enter a Name.

  4. Right-click the form header and click Save.

  5. In the Assessment Template Definitions related list, click New.

    Create a template definition for each answer option you want to appear on a question.

  6. Complete the form.

Field

Description

Display

Enter the text to appear as the answer option.

Value

Enter a numeric value, greater than or equal to zero, to which the answer option equates. Values are used in results calculations. When you view questions that use templates, answer options appear in order from smallest to largest Value. Each template definition for a given template must have a unique Value.

7. Click **Update**.

Parent Topic:Survey question template

Related topics

Update min and max values to match templates

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