Skip to main content
Surveys are sets of questions that reps answer on visits, often with photos. Use this page to build surveys from reusable questions: create the questions first, add them to surveys, and then link the surveys to task types so reps see them on visits.

​
User Permissions Needed

​
Before You Begin

  • Build questions and surveys in the FieldKo Builder app, or on the Survey and Question tabs in the FieldKo app in Salesforce. From the App Launcher, find and select the app.
  • If a picklist question will show follow-up questions, create the follow-up questions first.

​
Create a Question

Create each question once, and then reuse it in any survey:
1

Start a New Question

On the Question tab, click New. The question builder opens.
2

Select a Category and Type

3

Enter the Question

For picklists, enter at least 2 comma-separated Values, such as Yes,No,Not stocked.
  • Optional: Select a Default Value from those values. Single-choice picklists allow only one default.
4

Optional: Add Photos

To show a photo box on the question, select Include Photo. To require a photo, select Make Photo Required.
  • You can also attach a reference image to the question or its options.
5

Optional: Don't Require an Answer

Every question is required unless you select Answer Not Required?.
6

Optional: Add Follow-Up Questions

For single-choice picklists only, click Link Followup Question. For each option, select the question to show when a rep picks that option.
7

Activate the Question

Set the status to Active, and then click Finish. Only active questions can be added to surveys.
Barcode and calculation questions aren’t available in the builder. Reps answer reference questions by searching their synced accounts or products.

​
Create a Survey

A survey groups active questions in the order reps answer them:
  1. On the Survey tab, click New.
  2. Enter the Survey Name.
  3. Optional: If you show instructions to reps, enter the Instructions.
  4. Select the questions.
    • Tip: To filter the list, enter at least 3 characters, or search all active questions.
  5. Drag the questions into order.
  6. Set the status to Active, and then click Finish.
To let reps complete the survey before they check in, select Allow Survey Completion Without Checkin? on the survey.

​
Scoring

A scored survey adds up the points for each answer. Set the scoring method on the survey, and then set points on each question:
  1. On the survey, set Calculate Score to SUM.
  2. On each question, set Out of Score and Options Weightage, for example Yes:5,No:0.
  3. Optional: To add a “Not Applicable” option that isn’t scored, select Skip Scoring on the question.
Before you rely on scores in reports, complete a test survey, sync, and check that Score Obtained is filled in on the survey answers. If it’s empty, contact FieldKo support at support@fieldko.com. To report on numeric answers in the meantime, see Design Surveys and Tasks for Reporting.

​
Use the Survey on Visits

Add the survey to visits in either of these ways:
  • Set it as the Default Survey on a task type.
  • Select it for a task when you build a visit template.
Reps then see Start Survey on that task in the app.

​
Change a Survey That Reps Already Use

When you delete a question or survey, it’s removed from reps’ devices at the next sync. Completed surveys can’t be changed. Before you delete or change a question or survey, check whether reps are still using it on visits.

​
Survey Settings

From the App Launcher, find and select FieldKo Configuration, and then click Survey. For the matching custom setting fields, see Surveys in the Configuration Reference.

​
Photos from Survey Answers

Survey photos upload as attachments, or as Salesforce Files if Enable File is on in the File Configurations custom setting. To also link answer photos to the visit or account, turn on Link Answer Photo to Visit or Link Answer Photo to Account in File Configurations.

​
Review Answers

To build reports on survey answers, use the Survey Answers, Survey answer with store, and Visits with Survey Answers report types.

​
See Also

Last modified on October 20, 2026