Save a survey as a template

Save an existing survey as a custom survey template that others in your community can use to create new surveys.

You must be able to edit the source survey. Saving a survey as a template does not modify the source survey and does not link the survey to the new template.

1. Do one of the following:
   • From the Activities list, open the options menu for the survey and select Create Template.

     

   • From the survey Build tab, on the Build toolbar, click Make Template.

     

2. Enter the new survey template's details.
   

   Option	Description
   Name	Required field.
   Template Description	Required field. This text will appear on the template tile.
   Template Instructions	Optional field. This text will appear when someone clicks the information icon in the upper right corner of a template tile, and in an Instructions dialog when they first open the survey created from the template.
   Template Outline	Optional field. This text will appear when someone clicks the information icon in the upper right corner of a template tile. Tip: Click Print Survey on the Build toolbar, and copy and paste the text into this field.

   Note: The survey language is automatically set to the primary language of the source survey and cannot be changed.
3. Select the access level someone will require to access this template.

   The access level you can apply depend on the user role you have been assigned.

   Access Setting	User Roles	Description
   Admin Only	Admin	Only Admin users can access the activity.
   Everyone	Power User, Author	All other users in the application instance can access the activity.
   Teams	Admin, Power User, Author	All users that belong to the assigned team(s) can access the activity. If you belong to multiple teams, you can assign the activity to all of the teams you belong to, or just one or more specific teams.

   Note:

   • The access settings options are displayed if your account has the Can change access settings permission applied.
   • If your account does not have this permission, the activity will be assigned to the teams you belong to, or if you don't belong to any teams it will be available to everyone.
   • Admins have access to all activities, regardless of access settings.
4. Click Create.
   The template is saved and appears in the Custom templates section of the template library. For more information, see Survey templates.

Parent topic: Survey templates

Related information

• Configure survey template settings