Use the methods described here to quickly re-create your survey in a different view.
Detailed Steps
Method 1: Use the Template Library
Convert classic survey elements to modern ones or vice versa. First, you'll create a group in your original survey that contains all the questions you want to convert. Then, you'll add the group to the Template Library. When you create a new survey in a different view, you can add the group template.
- From the Survey Builder Toolbox, under Survey Actions, do one of the following:
- Drag the Group action to the Table of Contents.
- Click the Group action.
- In the Table of Contents, place the entire survey inside the group.
- In the Table of Contents, right-click the group and select Save as Template.
- Go back to the Activities page.
- Click New Project.
- Under Survey, click Create.
- As you name your survey and select your survey settings, ensure you select the correct view (Classic or Modern).
- Select an access setting and click Apply Access Settings.
- In the Survey Builder, click Templates to open the Template Library.
- Click the options menu in the top right corner of the group template and select Add to survey.
- In the Table of Contents, move survey elements outside of the group.
Method 2: Convert to Modern from the Activities list
Convert an entire classic survey to a modern survey with a few clicks. This change cannot be reverted.
In this initial release, classic surveys that have Card Sort questions or scripts cannot be converted. For classic surveys with Embedded Content elements, everything in the survey is converted except the Embedded Content elements. After the conversion process is complete, you must check the Embedded Content elements and fix any errors.
- Open the Surveys app.
- In the Activities list, look for a classic survey.
Classic surveys have an icon that looks like a clipboard with lines of text.
Modern surveys have an icon that looks like a clipboard with a checkmark. - Click the options menu and select Convert to Modern.
- Click Convert to confirm.
- After converting your survey:
- Check that Embedded Content elements are still working and fix any errors if necessary.
- Preview and test your survey to ensure the text and images look their best in modern view.
More Information
Please click the WebHelp links below for more information:
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