Publish and survey audit

Introduction

Before launching a survey, it must be published. However, prior to publication, it's important to ensure that all questions and settings meet specific criteria. The Survey audit tool helps identify any issues that may need addressing. Whenever you attempt to publish the survey, the survey audit panel will appear, notifying you of any potential problems that need to be resolved before the survey can go live.

Publish

To make a survey live, you must publish it. The Publish button has two states:

  • Gray: No changes to publish.
  • Blue: Changes detected. Open the audit to check for messages and then publish.

To publish a survey:

  1. Click the Publish button in the ribbon at the top of Discover.
    The menu bar with the publish button highlighted.
  2. Ensure there are no errors preventing publication.
    The survey audit saying your survey has no errors. Publish edits to your live survey by clicking the button below.
  3. Click the second Publish button in the Survey audit menu.
    Second Publish
  4. A notification appears at the bottom of the screen confirming that the publication was successful.
    The confirmation at the bottom of the screen after publishing says survey updated successfully. Share your survey. The last sentence links you to the share page.

Survey audit

Survey audit keeps track of significant issues that may arise while authoring your survey. These issues are categorized into two types: errors and warnings. Although similar, errors and warnings differ slightly in their behavior.

Audit messages can be displayed in up to three locations:

  1. The Survey audit menu (all messages are always available here).
  2. Next to the specific area where the issue occurred.
  3. At the bottom of a question card.

The Survey audit menu

The Audit menu assists in identifying and resolving potential issues before publishing your survey. You can access the Audit menu by clicking the Publish button located in the ribbon at the top of Discover.

Survey Audit Menu

If your survey has new changes, the Publish button is blue.

If there are any issues present in your survey, the Audit menu will display a list of messages. Clicking on a message will navigate you directly to the area in the survey where the problem is located.

If there are errors present, you won't be able to publish the survey until they are resolved.

Once you resolve an issue, the message disappears.

Next to the issue

Typically, the message is displayed next to the issue. For instance, if a field is left blank, a message will appear next to the input prompting you to consider entering some text.

An input field is highlighted and text underneath explains why there is a warning.

Warnings

Warnings serve as cautionary messages aimed at preventing unwanted behavior in your survey. Some examples of warnings include:

  • An indication that an input field is left blank.
  • Notification that two items in a list are identical.

A warning is indicated by a triangular warning icon next to orange text. Warnings do not prevent you from publishing the survey.

A warning in survey audit is indicated by a warning icon.

 

Errors

Errors signify issues that must be addressed before publishing the survey. Examples of errors include:

  • Setting an impractical range (e.g., asking respondents to select 4 options when only 2 are available).
  • Not having enough items in a list.

Errors are indicated by a stop sign icon next to red text. All errors must be resolved before the survey can be published.

An error in survey audit is indicated by a stop sign icon.