FAQ content

Surveys: Create, copy, & manage surveys

In this article

What's the difference between a form and a survey?

Not much! Forms and surveys share a lot of the same functionality, but with a few notable differences. Here's a brief comparison:

  Forms Surveys
Ideal use

Forms are ideal for simple data collection. For example:

  • Library contact forms
  • Interlibrary loan requests
  • Purchase recommendations

Surveys are ideal for complex data collection. For example:

  • Instruction assessments
  • Satisfaction surveys
  • Library space assessments
Layout Forms can only have a single page. Surveys can have multiple pages.
Fields Text, numeric, date, multiple choice, and rating Text, numeric, date, multiple choice, rating, -- plus grid, ranking, and image choice
A comparison of forms and surveys.

Getting there

From the LibWizard dashboard, navigate to the Surveys page.

  1. Either click on the Surveys link in the command bar
  2. Or, click on the Surveys menu item on the dashboard
Navigating to the Surveys page

Creating a new survey

  1. Click on the Create New button.
The Create New button
  1. Select "blank slate" from the Start With dropdown.
  2. In the Name field, give your new survey a name. This will serve as the page title for your survey, as well.
  3. Optionally, you can give your survey a friendly URL to make it easier to share and remember.
    • For example, if you are creating a contact form for your library, you could give it a friendly URL of "contact". The full URL would then look something like: https://yourlibrary.libwizard.com/f/contact
    • Friendly URLs can contain only alphanumeric characters, dashes, and underscores -- no spaces.
  4. You also have the option of giving your survey a description. This is only for internal use and does not display on the public survey.
  5. Click the Save button.
Creating a new survey

Copy an existing survey

  1. Click on the Create New button.
The Create New button
  1. From the Start With dropdown, select the survey that you want to copy.
  2. In the Name field, give your survey a name. This will serve as the page title for your survey, as well.
  3. Optionally, you can give your survey a friendly URL to make it easier to share and remember.
    • For example, if you are creating a contact form for your library, you could give it a friendly URL of "contact". The full URL would then look something like: https://yourlibrary.libwizard.com/f/contact
    • Friendly URLs can contain only alphanumeric characters, dashes, and underscores -- no spaces.
  4. You also have the option of giving survey a description. This is only for internal use and does not display on the public survey.
  5. Click the Save button.
Creating a copy of an existing survey

Organize surveys in folders

You can create folders to help with the organization of your surveys. For example, you could have a folder for each user's surveys. Or perhaps, create folders for your interlibrary loan requests and another for instruction requests.

Any LibWizard user can create folders, but Regular users can only edit or delete their own folders. Additionally, Regular users can only move the surveys that they own or have editing permission for.

Note: when viewing a folder, the Create New button will automatically assign the newly created survey to that folder.

Creating a new folder

  1. Click on the Create New Folder button.
The Create New Folder button
  1. In the Folder Name field, give your new folder a name.
  2. Click the Ok button.
Creating a new folder

Move a survey to a folder

  1. Click on the more_vert icon in the Actions column for the survey.
  2. Select Move to Folder from the menu.
Moving a survey to a folder, part 1
  1. On the Move Survey modal, select the Folder to move the survey to.
    • For surveys within a folder already, you can select Remove from Folder to remove the survey from any folder.
  2. Click the Move button.
Moving a survey to a folder, part 2

Managing surveys and folders

Options for managing surveys
  1. To view only the surveys you own: select "Show Mine Only" from the dropdown Owner dropdown. Select "Show All" to view everyone's surveys.
    • Admin users can view all surveys.
    • Regular users can only view the surveys they own plus surveys they have been given permission to view/edit.
  2. To search for a survey: use the Filter surveys by keyword field to limit surveys by name or owner.
  3. To sort the list of surveys: click on any column heading to sort by that field. Click the heading again to toggle between ascending () and descending () order.
  4. To view the surveys within a folder: click on the folder's Name.
  5. To edit a survey: click on the survey's Name.
  6. To see who edited a survey last: hover on the help icon for the survey in the Updated column.
  7. To view a survey's URL and embed code: click on the Form Code (</>) icon in the URL/Code column.
  8. To view a survey's data: click on the link in the # Submissions column.
  9. To edit, reassign or delete a folder: click on the more_vert icon in the Actions column for the folder.
    • Editing a folder allows you to change its name or the owner.
  10. To preview, move the survey to a folder, or delete a survey: click on the more_vert icon in the Actions column for the survey.