Survey management views

The survey management screen opens after logging in to Digital. At the top of the screen, search for surveys by survey name or ID in the search bar, click the view icon to switch between card and list view, or click New Form to create a new survey.

Card view

Each card displays the name of a survey and available actions.

Card view.

Hover on a card to view a strip of actions at the bottom of the card.

Available actions in card view.

Publish/Unpublish toggle (1)
When the lever is green, the survey is live and published. Before a survey becomes live/published, a dialog opens to confirm the action.
Configure Targeting Options (2)
Opens a dialog containing settings for how surveys can be accessed. See Targeting by custom parameters for details on setting up targeting rules.
Edit Form (3)
Opens the survey editor. See Survey editor for details on editing surveys.
Open Form Preview (4)
Opens a preview of the survey.
Duplicate/Lock/Remove (5)
Select Duplicate, Lock, or Remove (delete) from this menu to open the dialog for that specific action. Deletion cannot be undone, and deleted items cannot be retrieved later.

List view

Each line item in the list view contains details about a survey.

List view.

Type (1)
Type of element on the survey. Options are Button, Embedded, and Invite.
Name (2)
Survey name.
Modified (3)
Date on which the survey was last modified.
Form ID (4)
Internal survey ID.
Published/Unpublished (5)
When the lever is green, the survey is live and published. Before a survey becomes live/published, a dialog opens to confirm the action.
Edit Form (6)
Opens the survey editor. See Survey editor for details on editing surveys.
Configure Targeting Options (7)
Opens a dialog containing settings for how surveys can be accessed. See Targeting by custom parameters for details on setting up targeting rules.
Open Form Preview (8)
Opens a preview of the survey.
Shared context menu (9)
Select Translations, Duplicate, Lock, or Remove from this menu to open the dialog for that specific action. Deletion cannot be undone, and deleted items cannot be retrieved later.
Checkbox (10)
If selected, an action can be applied to the specific survey.
Lock icon (11)
The presence of this icon indicates that the survey is locked.