When you plan and create a Microsoft SharePoint survey, you're making a special kind of list that enables the owner to create questions, have multiple people respond, and see a summary of the results. To learn how to respond to and edit survey answers, see Respond to a survey.
Note:To create a survey, you must have permission to create lists on the site. An alternative is to create your survey in Excel Web App, where results are compiled in an Excel spreadsheet rather than a SharePoint list.
Updated January 25, 2017 thanks to customer feedback.
Create a survey
Note:Survey is a standard SharePoint app, and should be available across versions. If it's not a choice under apps, check with your administrator.
Online2019, 2016, 201320102007
Create a survey in SharePoint
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Sign in to Microsoft 365 with your work or school account.
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In the top of the page, select the app launcher icon
, and then select the SharePoint tile. -
Go to the site where you want to create the survey.
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SelectSettings
, and then selectAdd an app. -
On the Your Apps page, inthe search box, entersurvey.
Selectthe Survey icon.
Note:You may have a choice of internal or third-party survey apps, if your company allows them. Talk to your SharePoint administrator for advice on which to use.
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In the Adding Surveybox, selectAdvanced Options.
You can also just enter a name, selectCreate, and then change settings and add questions later.
Note:If you are using SharePoint, but your screens look different, your administrator you may be in Classic experience. Follow steps under the SharePoint 2016 tab instead.
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Enter a name for the survey.
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In the Descriptionfield, entera description of the survey. The description is optional.
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In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.
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SelectNext.
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On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.
Note:There currently is no automatic way to number questions for display, as you can't add additional columns to a Survey. If you want your questions number, put the number into the Question Name. Questions are added sequentially when you created them, however you can change the order of the questions from the settings page.
(Video) Properly Create Surveys with Microsoft Forms & Export to Excel -
In the Additional Question Settings section, you can specify whether an answer to the question is required, or people can respond more than once to the survey. Depending on the type of question, you can also enter answers to choose from and set a default value.
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If you want to add branching logic where the survey asks different questions based on what the last answer was, you need to finish creating the survey first. You can then go to the Survey Settings page and add branching logic. For more info, see Add branching logic to a survey.
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In the Column Validationsection, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company. For more info on formulas, see Examples of common formulas in SharePoint Lists.
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Do one of the following:
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To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.
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If you are finished adding questions, selectFinish.
See AlsoTypes of surveys with examples | Types of survey researchWhat Is A Survey (or Questionnaire)? | QualtricsFree Survey Maker: Create Online Surveys with SmartSurvey9 Types of Survey Methods and How They Work - SurveySparrow
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To see your survey, under Recent in the Quick Launch bar, selectthe survey's name.
, and then select the SharePoint tile.
, and then selectAdd an app.
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Create a survey in SharePoint 2016 or SharePoint 2013
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In SharePoint, navigate to the site where you want to add the survey.
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In SharePoint, selectSettings
, and then selectAdd an app. -
On the Your Apps page, inthe search box, entersurvey.
Select the Survey icon.
Note:You may have a choice of internal or third-party survey apps, if your company allows them. For advice on which to use, contactyour SharePoint administrator .
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In the Adding Survey box, selectAdvanced Options.
You can also just enter a name, selectCreate, and then change settings and add questions later.
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Enter a name for the survey.
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In the Descriptionfield, entera description of the survey. The description is optional.
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In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.
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SelectNext.
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On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.
Note:There currently is no way to number questions for display, as you can't add additional columns to a Survey. If you want your questions number, put the number into the Question Name. Questions are added sequentially when you created them, however you can change the order of the questions from the settings page.
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In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.
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If you want to add branching logic, that is the survey asks different questions based on what the last answer was, you'll need to finish creating the survey first. You can then go to the Survey Settings page and add branching logic. For more info, see Add branching logic to a survey.
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In the Column Validation section, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company. For more info on formulas, see Examples of common formulas in SharePoint Lists.
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Do one of the following:
(Video) How to create a survey with Microsoft Forms: A close look-
To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.
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If you are finished adding questions, selectFinish.
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To see your survey, under Recent in the Quick Launch bar, selectthe survey's name.
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Create a survey in SharePoint 2010
Note:To create a survey, you must have permission to create lists on the site where you are creating the survey.
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Navigate to the site where you want to add a survey.
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SelectSite Actions
, and then selectView All Site Content. -
On the All Site Content page, and then at the top left of the page, selectCreate.
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In the Search Installed Items search box in the upper left of the screen, under Data, entersurvey, and then press Enter.
Select the Survey icon.
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In the Name box, entera name for the survey. The name is required and appears at the top of the survey page. The name also becomes part of the web address for the survey page, and it appears in navigational elements that help users to find and open the survey.
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To enter a description and to specify navigation and survey options, selectMore Options.
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In the Description box, entera description of the survey. The description is optional.
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To add a link to this list on the Quick Launch, in the Navigation section, selectYes.
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In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.
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SelectCreate.
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On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.
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In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.
-
In the Column Validation section, if you want to check whether an answer is valid, enter the formula you want to use for validation in the Formula box. In the User Message box, describe what the user needs to do to ensure the answer is valid. For example, if you’re asking an employee to enter the amount of time she’s worked in a department, you can specify that it could not be longer than the total time she’s worked for the company. For more info aboutformulas, see Examples of common formulas in SharePoint Lists.
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Do one of the following:
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To create additional questions, click Next Question, and then enter information for the next question. Continue the process until you add all the questions that you want.
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If you are finished adding questions, selectFinish.
(Video) How To Use Microsoft Forms To Create A Survey (Complete Beginner's Guide!)Tip:You can add or change questions later, if needed.
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When you return to the Survey Settings page, if you don't see your survey on the Quick Launch bar on the left of the page, and would like to follow these steps.
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SelectTitle, description, and navigation.
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On theQuick Launch,under Display this survey, selectYes.
You can also change the name, add a description, show user names in results, and allow multiple responses here if you'd like.
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SelectSave.
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To see your survey, in the breadcrumb navigation at the top of the page, or on the Quick Launch bar on the left, selectits name.
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If you want the data from the survey to be available for offline viewing or analysis in Office clients, selectSettings, and then selectSurvey Settings. SelectAdvanced Settings, and then in the Office Client Availability section, select Yes.
, and then selectView All Site Content.
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Create a survey in SharePoint 2007
Note:To create a survey, you must have permission to create lists on the site where you are creating the survey.
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SelectView All Site Content, and then selectCreate on the All Site Content page.
Tip:In most cases, you can use the Site Actions menu
instead to complete this step.
instead to complete this step.-
Under Tracking, selectSurvey.
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In the Name box, entera name for the survey. The name is required.
The name appears at the top of the survey page. The name becomes part of the web address for the survey page, and it appears in navigational elements that help users to find and open the survey.
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In the Description box, entera description of the survey. The description is optional.
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To add a link to this list on the Quick Launch, in the Navigation section, selectYes.
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In the Survey Options section, specify whether you want people's names to appear with their responses and whether people can respond more than once to the survey.
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SelectNext.
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On the New Question page, enter your question text, and then select the type of answer that you want in the Question and Type section for your first question.
-
In the Additional Question Settings section, specify additional settings for your question, such as whether an answer to the question is required. Depending on the type of question, you can also enter answers to choose from and an optional default value.
-
Do one of the following:
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To create additional questions, selectNext Question, and then enter information for the next question. Continue the process until you add all the questions that you want.
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If you are finished adding questions, selectFinish.
Tip:You can add or change questions later, if needed.
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To see your survey, in the breadcrumb navigation at the top of the page, selectits name.
(Video) How to use Microsoft Forms
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Questions are listed in sequence as you create them, but sometimes you need to change the order. For example, you are using Branching logic and want all questions pertaining to a subject to be asked before branching. To change order, follow these steps.
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Navigate to the survey that you want to change question order.
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In the header of the survey, selectSettings, and then selectSurvey Settings.
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In the Settings dialog, scroll down to the bottom of the page, and selectChange the order of the questions.
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In the Change Column Ordering dialog, change the numbers under Position from Top to put the questions in the order you want.
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SelectOK, and under the Quick Launch bar or in the breadcrumbs, selectthe survey name.
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If you want to reuse a survey but remove older responses, use the Site Manager to clear the data without losing the questions.
For more info, see Delete all data from an existing survey.
A SharePoint survey is part of your site, so anyone with that can see lists and libraries will be able to see the survey. Your users must have contribute permissions to be able to respond to the survey. For more info aboutpermissions, see Edit permissions for a list or library.
You can put the survey on your home page by inserting it as an App Part. For more info, see Add an App Part to a page.
To send a link to the Survey by email or IM, select and copy the URL from the browser's address bar, and paste it into your message.
Other survey related topics
Here are some additional topics that will help you plan, manage, view permissions and more on your survey:
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Plan a survey
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View permissions on a survey
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Add branching logic to a survey
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Respond to a survey
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Manage results of a survey
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FAQs
Does Microsoft have a survey program? ›
Microsoft Forms - Easily create surveys, quizzes, and polls.
Does Microsoft 365 have a survey tool? ›Microsoft 365 (formerly Office 365) has two perfectly decent survey solutions. Microsoft Forms is the main contender compared to Survey Monkey – and the one we'll be focusing on. Microsoft 365 also offers a survey app within SharePoint Online which is more complex and probably overkill for the typical user.
Does Microsoft Teams have a survey tool? ›With Microsoft Forms, you can create an instant, real time poll in seconds in Microsoft Teams. Post a poll in your Teams channel or quickly gather feedback in a chat pane.
Does Microsoft have a free survey tool? ›Microsoft Forms is a strong contender for a free online survey tool with some neat features that make it a little easier on the eyes than a product like Google Forms.
Can Microsoft Forms replace SurveyMonkey? ›If you're looking for an app that integrates well with the Microsoft suite of products, for example, Microsoft Forms is the clear choice. If you want an intuitive app that comes with a bank of survey questions for every scenario, then SurveyMonkey might work better for you.
What Microsoft program is best for surveys? ›Microsoft Forms is a great survey tool available as a part of Office 365. This survey App gives you the possibility to easily create, share, and integrate surveys with Office 365 users, applications like Teams or SharePoint and with external parties.
Is there something like Google Forms for Microsoft? ›Yes, Microsoft has an alternative to Google Forms called Microsoft Forms. There are some great form features in Microsoft Forms. You can create surveys, quizzes, customize the forms with images, add custom fields, and export form responses directly to Excel.
Is Microsoft Forms a good survey tool? ›It allows users to create surveys, polls, and quizzes but with limited customizations. Microsoft Forms is a basic survey tool with some minimal survey options. You can create simple text-based surveys, party invitations, internal surveys for offices, schools, and colleges, and more.
Can you create a survey on Microsoft Word? ›How to Make a Survey in Microsoft Word. Start with a blank document or search for 'Form' in the templates gallery. Show the developer tab. Click where you want to add content to your survey, then choose the type of control for the survey field.
How do I create a survey form in Microsoft Teams? ›At the bottom of your Teams app, click Forms. , and then select Forms. Add your question and options, and then click Next. Preview your poll, and then click Edit if you want to make changes, or click Send if you're ready to post it.
How do I create a survey in Microsoft Teams? ›
- In Microsoft Teams (free), go to the group chat where you want to create the poll.
- Tap the plus. ...
- Tap Polls .
- On the Polls screen, enter your question and options. ...
- Tap Save to see a preview of your poll.
- Tap Edit if you want to make additional changes, or if your poll is ready, tap Send.
...
To add the Connector:
- Search for and add the SurveyMonkey Connector to the channel you want to send notifications to.
- Log in to your SurveyMonkey account.
- Choose a survey.
- Select which notifications you want to send to the channel.
SurveyMonkey operates on a freemium business model. This means we allow users to use our most basic tools for free, while designating our more advanced features and resources to our paid plans. We also offer a suite of solutions to help customers do everything from customer satisfaction to manage grant applications.
How do I create a free survey form? ›- Google Forms for the fastest form creation.
- Microsoft Forms for analyzing results in Excel.
- Tally for versatile pop-up forms.
- Jotform for building forms from a template.
- SurveyPlanet for question templates.
- Cognito Forms for accepting payments on your forms and surveys.
“For the Q&A, Google Forms is definitely better than Microsoft Forms,” says Harper. “With its wide array of question formats and sectioning, it's easier for a user to craft their own questions thanks to this flexibility.”
What has happened to Microsoft Forms? ›Microsoft Forms Pro is rebranded as Dynamics 365 Customer Voice. With this rebranding, all your surveys from Forms Pro are moved to Dynamics 365 Customer Voice and you can perform all the actions in Dynamics 365 Customer Voice that you performed in Forms Pro.
Is Microsoft Forms still supported? ›Set up Microsoft Forms - Microsoft Forms Admin | Microsoft Learn. This browser is no longer supported. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.
Does Microsoft Forms still exist? ›Microsoft Forms is generally available to Office 365 Education customers, Microsoft 365 Apps for business customers, and users with a Microsoft account (Hotmail, Live, or Outlook.com).
Can you use Excel to create a survey? ›If you need to create a survey, form, or questionnaire, Office 365 has you covered. You can use Excel Online to create a survey with a shareable link that saves responses in a back-end spreadsheet, allowing you to analyze your data however you wish.
Which is better Google Docs or SurveyMonkey? ›SurveyMonkey is more feature-rich
While Google Forms does offer a lot of basic features that SurveyMonkey charges for, SurveyMonkey has every feature you could ever want. For example, you can do A/B testing within your surveys—I've used several survey tools in the past, and this was a new option for me.
What can I use instead of Microsoft Forms? ›
- SurveyMonkey.
- Jotform.
- Typeform.
- Formstack Forms.
- Wufoo.
- FormAssembly.
- Qualtrics CoreXM.
- Zoho Forms.
Microsoft Forms (formerly Office Forms) is an online survey creator, part of Office 365.
Is there a Microsoft Forms app? ›Microsoft Forms is an online survey creation tool which allows you to create surveys, quizzes, and polls. Originally launched in June 2016, Microsoft Forms is a lightweight and responsive app which you can access from any modern browser on Windows or Mac – and even mobile browsers on iOS and Android.
What are the pros and cons of Microsoft Forms? ›| Microsoft Forms – Pros | Microsoft Forms – Cons |
|---|---|
| All internal staff have automated access – Safe with no sign up/sign on for internal staff. | Offline limitations – Purely web based and need internet connection to run. |
Yes. Microsoft Forms authors can toggle their settings to let people outside of their organization to take to their survey or quiz.
Can I create a survey using Outlook? ›In a new email message, select More apps > Poll from the Message or Insert tabs. The Poll pane opens and is ready for you to type your first question and two options. To add additional options, click + Add option.
Does Microsoft have a polling feature? ›Microsoft Polls is an Add-in for Outlook users who sign in with a work or school account. With Polls, you can create a real time poll in seconds. In the body of your Outlook email, add questions and options for single or multiple answers.
How do I create an online survey form? ›- Click + NEW SURVEY.
- In step 1 (Write questions), select the appropriate question type(s) and write your question(s). ...
- In step 2 (Pick audience), name your survey and select your target audience. ...
- In step 3 (Confirm survey), review your survey questions and purchase responses.
- Step 1: Set up a new form or quiz. Go to forms.google.com. ...
- Step 2: Edit and format a form or quiz. You can add, edit, or format text, images, or videos in a form. ...
- Step 3: Send your form for people to fill out. When you are ready, you can send your form to others and collect their responses.
Ready to make a survey? Google Drive makes it easy – and free – with the right tools. If you are familiar with Google Docs, you'll have no problem quickly customizing a survey and getting it sent out to collect results fast.
How do you use SurveyMonkey step by step? ›
- Create Survey. To create a new survey, click Create Survey from the header menu in your account and choose from the options. ...
- Edit Permissions. If your Team Sharing settings allow, you may see a checkbox to share the survey with your team. ...
- Add Questions and Pages. ...
- Apply Logic. ...
- Customize Design. ...
- Send Survey.
Go to File > New. In Search online templates, type Forms or the type of form you want and press ENTER. Choose a form template, and then select Create or Download.
How do I create a Microsoft form with multiple choice questions? ›- Select + Add new to add a new question to your quiz.
- Choose what kind of question you want to add, such as Choice, Text, Rating, or Date questions. ...
- Using the Choice question type as an example, add your question and answers. ...
- Select the Correct Answer check mark next to the correct answer or answers.
Use the Microsoft Word Developer Tab controls like a pro. Create a fillable Word document. Customize a fillable Word document. Protect, save, and share a fillable form in Word.
How do Microsoft survey forms work? ›With Microsoft Forms, you can create surveys, quizzes, and polls, invite others to respond to it using almost any web browser or mobile device, see real-time results as they're submitted, use built-in analytics to evaluate responses, and export results to Excel for additional analysis or grading.
Can Microsoft Forms allow multiple responses? ›You can allow the responders to submit multiple responses via unchecking the One Response per person.
What is the difference between a form and a quiz in Microsoft Forms? ›The difference between creating a new Form vs a new Quiz is that in Quizzes you can add answers and scores, as well as math equations, you can also provide feedback on the users selected answer - explaining why it is right or wrong.
Are there templates for Microsoft Forms? ›Forms on Office Online Click this link to go to the Templates on Microsoft Office Online Web site, where you can browse for free form templates and template parts.