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The Create view contains the questionnaire builder and collaboration panel. Use direct editing for individual items and the assistant for coordinated changes across the form.

Before you start

Open the intended study with edit access. Check its status before changing structure; live studies restrict changes.

Edit questions and sections

Select a question card to expand it. Select its text, help text, or answer options to edit them. The controls on each card let you:
  • Drag the handle to reorder the question.
  • Select the question-type chip to change its type.
  • Open ⋯ for logic, display, validation, media, duplication, and deletion controls.
  • Add or edit help text below the question.
Select a section title to rename it. Use the section menu to add, duplicate, reorder, or delete content associated with that section. A new section or question scrolls into view with its title selected, so typing replaces the placeholder. The builder labels each question by section and position: Q1.2 is the second question of section 1, and screening questions read Screening 1, Screening 2, and so on. The same labels appear on question cards, in condition and variable pickers, in Find in survey, and in formula suggestions.
Survey builder showing editable question cards and the Assistant panel

The Form view places the editable questionnaire beside Assistant, Comments, and Version history.

The toolbar provides Find in survey, Share form, More actions, and the builder view menu. More actions contains Download Word and expand or collapse controls. Use the view menu to open Flow, Variables, Test, Data sources, Quotas, panels & links, Settings, or Translations.

Save a version

The Save changes control opens a menu. Choose one of these actions:
  • Save changes records the current form without requesting an assistant review.
  • Save & get feedback records the form and asks the assistant to review it.
The save menu is unavailable when there are no pending changes, while the assistant is processing, or while a blocking form problem remains. Select the red Fix problems control to see blocking items.
Save changes menu with Save changes and Save and get feedback options

Open the save menu and choose whether the saved version should also be reviewed by the assistant.

Undo Changes discards all changes made since the last saved version, including pending translation edits. Review the affected content before confirming.

Recover unsaved work

The browser keeps a private recovery draft after a short period of inactivity and when you navigate away. This draft is not visible to teammates and is not a saved questionnaire version. When a recovery draft is available, an amber message shows Restored your unsaved changes or Restored unsaved changes from another tab.
  • Select Dismiss to keep the recovered content as pending edits.
  • Select Discard to remove the recovered content and return to the last saved version.
The assistant composer remains disabled while unsaved changes are present. Save or discard the recovered draft before sending another message. If the builder reports Autosave isn’t working, use the save menu before refreshing or leaving the page.

Work with another open tab or editor

This study is open in another tab means that both browser tabs can still save. The last save becomes the current version. If someone else saves while you have pending edits, the builder reports that the form changed. Open View history, compare the versions, and decide which edits to keep before saving your local version.

View and restore saved versions

Open Version history beside Assistant and Comments. Each save has a version number, timestamp, author, and summary of additions, edits, and removals.
Version history panel with version entries, authors, timestamps, and change summaries

Version history lists saved versions and identifies the current version.

1

Preview a version

Expand an entry and select View this version. The questionnaire opens read-only so you can inspect it without changing the current form.
2

Restore the version

Select Restore this version and confirm. The restored form is recorded as a new version, leaving the earlier history available.
Restoring while changes are pending replaces those unsaved edits. Restoration is unavailable when the study status or your access level prevents form changes. In Testing, restoration first requires Disable Test Mode?, which invalidates current test links. When a translated language is selected, this panel becomes Translation history and applies only to that language.

Edit a published or completed study

An amber Live survey — edits restricted message identifies the settings that remain available. Wording changes, appended options, selected panel or quota adjustments, and analysis-only variables may remain editable. Structural changes that could alter existing responses or referenced logic are locked. An option’s Numeric value stays editable on a published or completed study, from the option’s menu, so scale scores can be set for analysis after launch. It is locked when a formula of the study reads that question, because results already calculated for respondents would not follow the change. A newly appended question remains fully editable until its first save, including its type, options and removal. Once saved, it follows the live-study restrictions. Read the message shown on the affected control for the specific restriction. A published study’s assistant chat is read-only.

Troubleshooting

Check for a red Fix problems control, an active assistant response, or the absence of pending changes. The top-level Save changes control only opens the menu; select an action inside it to save.
Read its placeholder. Unsaved or restored changes must be saved or discarded. Published, Completed, or read-only access can also disable new assistant messages.

Check the result

Reopen the study and confirm the changed questions and rules. Check the new Version history entry. If an edit invalidated a test link, generate a replacement and repeat the affected route.

Open data sources and settings

The builder view menu also opens Data sources and Settings. Use Data sources for customer files and their variables. Use Settings for participant behavior, branding, themes and consent. The study theme has its own save action.

Put a question group on one screen

Open the section’s question groups and enable One screen on the intended group. Its questions appear together with one Next; Back reopens that screen. Questions must be independent within the screen: a question cannot read another member’s answer through conditions, piping or a variable. Unsupported tasks, AI follow-ups, jumps and timed or must-watch media require their own screen. Resolve the validation reason before saving.

Set closing messages

Select Add closing message at the bottom of the form and choose the ending: completed, screened out, quota full or quality stop. Write the text, optionally add a condition, and test that outcome. The first matching message for the outcome replaces the default end wording; without one, the platform’s wording remains. The participant sees the message before returning to a panel. Continue opens the configured redirect, and the screen also redirects after five seconds. The Word export includes these messages and identifies one-screen groups.

Correct answer checks during fieldwork

Live-safe edits include supported format and validation checks, Other write-in checks, numeric bounds, multiple-choice caps, follow-up counts and presentation settings. Structural changes remain restricted. Changing an option’s numeric score is refused when an existing formula reads it. Test each allowed correction on the participant route and inspect saved answers before continuing fieldwork.
Closing messages appear at the bottom of the questionnaire, by outcome.

Closing messages appear at the bottom of the questionnaire, by outcome.