Create a survey
Applies To
SharePoint Server Subscription Edition SharePoint Server 2019 SharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint in Microsoft 365 SharePoint Foundation 2013 SharePoint Server 2010When you plan and create a Microsoft SharePoint survey, you're making a special kind of list that enables the owner to create questions, have multiple people respond, and see a summary of the results. To learn how to respond to and edit survey answers, see Respond to a survey.
Note: To create a survey on a SharePoint site, you must have permission to create lists on the site. An alternative is to create your survey in Excel Web App, where results are compiled in an Excel spreadsheet rather than a SharePoint list.
Create a survey
Note: Survey is a standard SharePoint app, and should be available across versions. If it's not a choice under apps, check with your administrator.
Create a survey in SharePoint
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Sign in to SharePoint with your work or school account.
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Go to the site where you want to create the survey.
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Select Settings , and then select Add an app.
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On the Your Apps page, in the search box, enter survey.
Select the Survey icon.
Note: 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.
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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.
Note: If you are using SharePoint, but your screens look different, you may be in Classic experience. Follow steps under the SharePoint 2016 tab instead.
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Enter a name for the survey.
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In the Description field, enter a description of the survey. The description is optional.
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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.
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Select Next.
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On the New Question page, start creating your first question.
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Enter your question text.
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Select the type of answer that you want in the Question and Type section for your first question.
Note: There currently is no automatic way to number questions for display. 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.
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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.
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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.
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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.
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Do one of the following:
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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.
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If you are finished adding questions, select Finish.
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To see your survey, under Recent in the Quick Launch bar, select the survey's name.
Create a survey in SharePoint 2016 or SharePoint 2013
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In SharePoint, navigate to the site where you want to add the survey.
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In SharePoint, select Settings , and then select Add an app.
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On the Your Apps page, in the search box, enter survey.
Select the Survey icon.
Note: You may have a choice of internal or third-party survey apps, if your company allows them. For advice on which to use, contact your SharePoint administrator .
-
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.
-
Enter a name for the survey.
-
In the Description field, enter a description of the survey. The description is optional.
-
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.
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Select Next.
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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.
Note: There currently is no 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.
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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.
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If you want to add branching logic, that is the survey asks different questions based on what the last answer was, you'll 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.
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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.
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Do one of the following:
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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.
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If you are finished adding questions, select Finish.
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To see your survey, under Recent in the Quick Launch bar, select the survey's name.
Questions are listed in sequence as you create them, but sometimes you need to change the order. For example, you are using Branching logic and want all questions pertaining to a subject to be asked before branching. To change order, follow these steps.
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Navigate to the survey that you want to change question order.
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In the header of the survey, select Settings, and then select Survey Settings.
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In the Settings dialog, scroll down to the bottom of the page, and select Change the order of the questions.
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In the Change Column Ordering dialog, change the numbers under Position from Top to put the questions in the order you want.
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Select OK, and under the Quick Launch bar or in the breadcrumbs, select the survey name.
If you want to reuse a survey but remove older responses, use the Site Manager to clear the data without losing the questions.
For more info, see Delete all data from an existing survey.
A SharePoint survey is part of your site, so anyone with that can see lists and libraries will be able to see the survey. Your users must have contribute permissions to be able to respond to the survey. For more info about permissions, see Edit permissions for a list or library.
You can put the survey on your home page by inserting it as an App Part. For more info, see Add an App Part to a page.
To send a link to the Survey by email or IM, select and copy the URL from the browser's address bar, and paste it into your message.
Other survey related topics
Here are some additional topics that will help you plan, manage, view permissions and more on your survey:
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