Managing survey groups

Managing survey groups

Survey groups let you organize the surveys in your survey list into categories — by department, campaign, or topic. Groups can be nested under a parent group, and group-level settings (including theme options) can be inherited by the surveys inside a group, so you can manage shared configuration and consistent branding in one place instead of survey by survey.

Note: survey groups organize surveys in the survey list. They are unrelated to question groups, which organize questions inside a single survey.

Survey groups themselves — creating, editing, and deleting them — are managed in the classic admin interface; the new survey list has no group-management tools. Assigning a survey to an existing group is done in the new survey editor, under SettingsGeneral. Each section below notes which interface it uses.

Create a survey group (classic interface)

  1. Go to Surveys to open the survey list, then open the Survey groups tab (next to the default survey list tab).
  2. Click Create a survey group.
  3. Fill in the fields:
    • Code — internal name of the group.
    • Title — the display title.
    • Description — optional short description of the group's purpose.
    • Sort order — position of the group among its siblings within a parent group.
    • Parent — optionally nest this group under another group.
  4. Click Save.

By default, the user who creates a group is its owner and holds all permissions on it. Separate survey-group permissions (create, view, update, delete, security, and "survey settings for surveys inside group") can be granted to other administration users; note that permissions on a group do not automatically grant permissions on the surveys inside it.

Assign a survey to a group (new editor)

  1. Open the survey in the editor and go to SettingsGeneral.
  2. In the Group field (it defaults to Default), open the dropdown to list the available groups.
  3. Select the group. The Settings panel autosaves — there is no Save button; a "Saved at" indicator confirms the change.

This works for both new and existing surveys. A user can only assign a survey to a group they can see.

Filter the survey list by group (classic interface)

The classic survey list offers a group filter to show only the surveys in one group. The new survey list's only survey filter is Status; it has no group filter.

Edit a survey group (classic interface)

  1. In the survey list, open the Survey groups tab.
  2. Find the group and click the edit (pencil) icon under Actions.
  3. On the Settings tab you can change the title, description, sort order, and parent group.

The Surveys in this group section of the edit view works as a filter: it lists only the surveys belonging to the group, and you can open and edit them directly from there.

Theme options: the classic group edit view also exposes theme options for the group — group-level defaults that the surveys inside the group can inherit.

Delete a survey group (classic interface)

Open the Surveys menu → Survey groups tab, open the group's ... (Action) menu, and choose Delete survey group. Deleting a group does not delete the surveys in it; they remain in the survey list. The Default group (ID 1) cannot be deleted — its Delete survey group option is greyed out.

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