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Create a Survey 

Applies to: Trial / Business / Enterprise

In Primefold XI, there are three ways to create a new survey. Choose the path that fits your workflow:


Before you start

You need access to a workspace with permission to create surveys.


Step 1: Open the Surveys area

  1. In the left navigation, click Surveys.
  2. You’ll see an overview of all surveys in your workspace.

What you can do on the Surveys overview

  • Search surveys using the search bar
  • Sort surveys (for example by newest)
  • Filter surveys using Filters
  • See survey status (e.g., Draft / Published) and basic details on each survey card
  • Create a new survey via New Survey (top right)

Step 2: Start a new survey

  1. Click New Survey (top right).
  2. On the New Survey screen, choose one of the three creation options:

Note: Pre-made templates may appear as an option, but are coming soon.


Next step

Pick one of the creation options above to continue.