SharePoint Survey is convenient to use whenever you want
to ask team site members about something.
In the demonstration below Peter Kalmstrom, Microsoft certified
SharePoint specialist and trainer, shows how to create a
survey. His example is a questionnaire to ask about peoples
lunch preferences, but of course you can use the SharePoint
survey for more serious purposes also. Peter's survey has
two questions, one of the choice type with radio buttons
and one of the rating scale type.
At the end of the demonstration Peter shows how to allow
multiple answers, which is good if you want to test a survey
before you create it in the place where you want it.
The results can be saved to an Excel spreadsheet, and you
can also see them in a graphic presentation.
Peter uses SharePoint 2013 for his demonstration, but the
Survey is similar in SharePoint 2007 and 2010. It also works
in the same way on premise and in the cloud.
Create a SharePoint Survey Step by Step
Open the Site Contents.
on "add an app".
Search for survey.
Click on the Survey icon to create a new survey.
Give the survey a name and click on Create.
Open the newly created survey and click on the Settings
Click on Add Questions.
In the dialog that opens, write a question and select
Give answer options and change any other settings
Click on either Next Question or Finish.
(If you want to allow people to answer more than
once, or if you want to test your survey, open the Survey
Settings under the Settings.
Click on List name, description and navigation.
In the dialog that opens, change the default No
for "Allow multiple responses?" into Yes. Click on Save.)
Note that surveys don't support workflows, so if
you want to save the survey and its results, you cannot
use a workflow to archive the Survey items to another SharePoint
list. Instead you can export the survey to an Excel spreadsheet
or use the kalmstrom.com Solution
SP Archive for a more customized export to a database.
SP Archive you can select exactly what survey items
you want to save, and when you have them in a database there
are many options on how to handle the information.