Which online survey tools support the extended branching

Create a poll

When you schedule and create a Microsoft SharePoint survey, you create a special type of list that allows the owner to create questions, have multiple people respond, and see a summary of the results. For information about responding to and editing responses to a survey, see Responding to a survey.

Note: To create a survey, you must have permission to create lists on the website. An alternative is to create your survey in Excel Web App, where results are compiled on an Excel worksheet instead of a SharePoint list.

Updated January 25, 2017 based on customer feedback.

Create a poll

Note: Survey is a standard SharePoint app and should be available across all versions. If this isn't an option under Apps, contact your administrator.

Create a poll in SharePoint

  1. Sign in to Microsoft 365 with your work or school account.

  2. At the top of the page, select the app launcher icon and then select the SharePoint tile out.

  3. Go to the website where you want to create the survey.

  4. Choose You settings , then select Add an app out.

  5. Give on the Page Your Apps in the search field the survey a.

    Select the Survey icon out.

    Note: In-house or third-party survey apps may be available to you if your company allows them. Ask your SharePoint administrator for advice on choosing.

  6. Choose in the Survey field add the Advanced Options option out.

    You can also just enter a name, createand then change settings and add questions later.

    Note: If you're using SharePoint but your screens look different, your administrator might be in the classic experience. In this case, follow the steps on the SharePoint 2016 tab.

  7. Enter a name for the survey.

  8. Give in the In the Description field, enter a description of the survey. The description is optional.

  9. Enter in the section Poll options Whether you want people's names to appear with their responses, and whether people can take the survey more than once.

  10. Choose Further out.

  11. Give on the On the New Question page, enter your question text, and then in the Question and Type section, for the first question, select the type of answer you want.

    Note: There is currently no way to automatically number questions for display because surveys cannot add additional columns. If you want to use numbered questions, put the number in the Name of the question a. Questions are added in the order in which they were created, but the order can be changed on the Settings page.

  12. In the section Additional question settings you can indicate whether an answer to the question is required or whether the respondents can take the survey more than once. Depending on the type of question, you can also enter answers to choose from and set a default value.

  13. If you want to add branching logic where the survey asks different questions based on the answer to the last question, you need to finish creating the survey first. You can then move aside Survey settings switch and add branching logic. For more information, see Add branching logic to a survey.

  14. If you want to check whether an answer is valid, type in the section Column validation in The Field formula the formula to use for validation. Enter in the field User message what the user must do for their answer to be valid. For example, if you ask an employee to enter the length of time she has been employed in a department, you can indicate that it cannot be longer than the entire length of her employment in the company. For more information about formulas, see Examples of common formulas in SharePoint lists.

  15. Do one of the following:

    • To create additional questions, click Next question, and then enter information for the next question. Continue the process until you have added all of the questions you want.

    • When you have finished adding questions, select Finish off.

  16. To see your survey, select below Last uses the name of the survey in the quick launch bar.

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Create a survey in SharePoint 2016 or SharePoint 2013

  1. In SharePoint, navigate to the site where you want to add the survey.

  2. Select SharePoint in the app settings , then choose App add from.

  3. Give on the Page Your Apps in the search field the survey a.

    Select the Survey icon out.

    Note: In-house or third-party survey apps may be available to you if your company allows them. For advice on how to use it, contact your SharePoint administrator.

  4. Choose in the Survey field add the Advanced Options option out.

    You can also just enter a name, createand then change settings and add questions later.

  5. Enter a name for the survey.

  6. Give in the In the Description field, enter a description of the survey. The description is optional.

  7. Enter in the section Poll options Whether you want people's names to appear with their responses, and whether people can take the survey more than once.

  8. Choose Further out.

  9. On the New Question page, enter your question text, then in the Question and Type section for the first question, select the type of answer you want.

    Note: There is currently no way to number questions for display because surveys cannot add additional columns. If you want to use numbered questions, put the number in the Name of the question a. Questions are added in the order in which they were created, but the order can be changed on the Settings page.

  10. Give in the Settings section for additional questions, additional settings for your question, e.g. B. Whether an answer to the question is required. Depending on the question type, you can also enter answers to choose from and an optional default value.

  11. If you want to add branching logic where the survey asks different questions based on the answer to the last question, you need to finish creating the survey first. You can then move aside Survey settings switch and add branching logic. For more information, see Add branching logic to a survey.

  12. If you want to check whether an answer is valid, type in the section Column validation in The Field formula the formula to use for validation. Enter in the field User message what the user must do for their answer to be valid. For example, if you ask an employee to enter the length of time she has been employed in a department, you can indicate that it cannot be longer than the entire length of her employment in the company. For more information about formulas, see Examples of common formulas in SharePoint lists.

  13. Do one of the following:

    • To create additional questions, click Next question, and then enter information for the next question. Continue the process until you have added all of the questions you want.

    • When you have finished adding questions, select Finish off.

  14. To see your survey, select below Last uses the name of the survey in the quick launch bar.

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Create a survey in SharePoint 2010

Note: To create a survey, you must have permission to create lists on the website on which you are creating the survey.

  1. Navigate to the website that you want to add a survey to.

  2. Choose You website promotions , then select Show all website content.

  3. On the page, select All Website content then Create in the top left of the page out.

  4. Give in the search field Look for installed items under in the top left of the screen Datathe survey a,and then press the ENTER.

    Select the Survey icon out.

  5. Give in The Field Name a name for the survey. The name is required and will appear at the top of the survey page. The name is also used in the web address for the survey page and appears in navigation items that make it easier for users to find and open the survey.

  6. When entering a description and providing navigation and survey options, select More options.

  7. Give in the In the Description field, enter a description of the survey. The description is optional.

  8. If you want to add a link to this list on the quick start list, select in the section navigation the option Yes off.

  9. Enter in the section Poll options Whether you want people's names to appear with their responses, and whether people can take the survey more than once.

  10. Choose Create out.

    • Give on the On the New Question page, enter your question text, and then in the Question and Type section, for the first question, select the type of answer you want.

    • Give in the Settings section for additional questions, additional settings for your question, e.g. B. Whether an answer to the question is required. Depending on the question type, you can also enter answers to choose from and an optional default value.

    • If you want to check whether an answer is valid, type in the section Column validation in The Field formula the formula to use for validation. Enter in the field User message what the user must do for their answer to be valid. For example, if you ask an employee to enter the length of time she has been employed in a department, you can indicate that it cannot be longer than the entire length of her employment in the company. For more information about formulas, see Examples of common formulas in SharePoint lists.

  11. Do one of the following:

    • To create additional questions, click Next question, and then enter information for the next question. Continue the process until you have added all of the questions you want.

    • When you have finished adding questions, select Finish off.

      Tip: If necessary, you can add or change questions later.

  12. When the survey on your return to the page Survey settings does not appear in the Quick Home at the top left of the page, follow these steps.

    • Choose Select the title, description and navigation.

    • Choose on the quick start option under Show this survey, select Yes out.

      You can also change the name, add a description, display usernames in the results, and allow multiple replies here as you wish.

    • Choose Save from.

  13. To view your survey, select the name in the breadcrumbs navigation at the top of the page or in the quick launch bar on the left.

  14. If you want the data from the survey to be available for offline viewing or analysis in Office clients, select Settings andthen Survey Settings. Choose Advanced Settingsand then select in the section Office client availability the option Yes off.

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Create a poll in SharePoint 2007

Note: To create a survey, you must have permission to create lists on the website on which you are creating the survey.

  1. Choose You will see all site content, then select on the side All website content select the Create option.

    Tip: In most cases, you can use the Site Actions menu instead to do this step.

  1. Choose You under follow-upthe option Poll out.

  2. Give in The Field Name a name for the survey. The name is required.

    The name will appear at the top of the survey page. The name becomes part of the web address for the survey page, and it appears in navigation items that help users find and open the survey.

  3. Give in the In the Description field, enter a description of the survey. The description is optional.

  4. If you want to add a link to this list on the quick start list, select in the section navigation the option Yes off.

  5. Enter in the section Poll options Whether you want people's names to appear with their responses, and whether people can take the survey more than once.

  6. Choose Further out.

  7. Give on the On the New Question page, enter your question text, and then in the Question and Type section, for the first question, select the type of answer you want.

  8. Give in the Settings section for additional questions, additional settings for your question, e.g. B. Whether an answer to the question is required. Depending on the question type, you can also enter answers to choose from and an optional default value.

  9. Do one of the following:

    • If you want to create more questions, choose Next questionthen enter information for the next question. Continue the process until you have added all of the questions you want.

    • When you have finished adding questions, select Finish off.

      Tip: If necessary, you can add or change questions later.

  10. To view your survey, select the name from the breadcrumbs navigation at the top of the page.

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Change the order of questions

Questions are listed in the order you create them, but sometimes you need to change that order. For example, you are using branching logic and want all questions related to a topic to be asked before branching. Follow the steps below to change the order.

  1. Navigate to the survey whose question order you want to change.

  2. Select in the header of the survey Settingsand then Survey Settings.

  3. Scroll she in Scroll down the Settings dialog box to the bottom of the page and select Change the order of questions out.

  4. Change in the dialog box Change column order the numbers below Position from aboveto put the questions in the order you want.

  5. Choose You okand select the name of the survey under the quick launch bar or in the breadcrumbs.

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Delete all responses from an existing survey

If you want to reuse a survey and remove older responses, use the Website managerto erase the data without losing the questions.

For more information, see Delete All Data from an Existing Survey.

Distribute a survey and get the responses

A SharePoint survey is part of your website, so anyone who can view lists and libraries can see your survey. Your users must have Contribution Permissions to respond to the survey. For more information about permissions, see Editing Permissions for a List or Library.

You can put the survey on your homepage by saving it as a App web part insert. For more information, see Add an App Web Part to a Page.

To email or chat a link to the survey, select the URL in the browser address bar, copy it, and paste it into your message.

Other articles related to surveys

Here are a few more topics to help you plan, manage, view permissions, and more for your survey:

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