> ## Documentation Index
> Fetch the complete documentation index at: https://support.fieldko.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build Surveys

> Create questions and surveys, add follow-up questions and photos, and attach surveys to tasks so reps complete them on visits.

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

| To do this | You need |
| - | - |
| Create questions and surveys | FieldKo Manager Permission Set |

## 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:

<Steps>
  <Step title="Start a New Question">
    On the **Question** tab, click **New**. The question builder opens.
  </Step>

  <Step title="Select a Category and Type">
    | Category | Types |
    | - | - |
    | Text | Text, Text Area, Email, URL |
    | Picklist | Picklist (single choice), Multi-Select Picklist |
    | Number | Number, Currency, Percentage |
    | Date | Date, Date & Time |
    | Interactive | Signature, Reference (look up an account or product) |
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Optional: Don't Require an Answer">
    Every question is required unless you select **Answer Not Required?**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Activate the Question">
    Set the status to **Active**, and then click **Finish**. Only active questions can be added to surveys.
  </Step>
</Steps>

<Note>
  Barcode and calculation questions aren't available in the builder. Reps answer reference questions by searching their synced accounts or products.
</Note>

## 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](mailto:support@fieldko.com). To report on numeric answers in the meantime, see [Design Surveys and Tasks for Reporting](/platform/customize/design-surveys-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](/admin/call-cycles-and-visits#visit-templates).

Reps then see **Start Survey** on that task in the app.

## Change a Survey That Reps Already Use

<Warning>
  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.
</Warning>

## Survey Settings

From the App Launcher, find and select **FieldKo Configuration**, and then click **Survey**.

| Option | What It Does |
| - | - |
| **Show Instructions** | Shows survey instructions to reps. |
| **Question numbering** | Sets question numbers to Standard, Custom (uses each question's custom number), or Hide. |
| **Allow Partial Save and Edit Survey** | Lets reps save an incomplete survey and come back to it. When it's off, reps must answer every required question before they save. |
| **Enable Previous and Next navigation** | Lets users move between a visit's surveys on Salesforce screens. |
| **Skip Surveys marked with incompletion reason** | Skips surveys whose task has a **Can't Do** reason. |
| **Show Completed Surveys** | Includes completed surveys in Previous and Next navigation. |

For the matching custom setting fields, see [Surveys](/admin/configuration-reference#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

* [Set Up Call Cycles, Tasks, and Visit Templates](/admin/call-cycles-and-visits)
* [Complete a Survey](/visits/surveys)
* [Configuration Reference](/admin/configuration-reference)


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