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Creating a Custom Questionnaire

Learn how to create custom questionnaires with multiple question types, configurable answer options, and conditional dependencies.

Step-by-Step Instructions:

  1. Navigate to your My Questionnaires Dashboard.
  2. Click the More options menu (the three dots) located just below your initials in the top right corner.
  3. Select Questionnaires from the dropdown menu. (Note: If this option is not visible, your organisation does not currently have the required license).
  4. Click the Build a new questionnaire button on the management page.
  5. Enter a clear, identifiable name for your questionnaire in the provided field.
  6. Type your first question.
  7. Choose the Answer Option Type from the dropdown menu. For example, if you need a simple Yes or No answer, select Single choice.
  8. Type your specific answer options into the fields (e.g., "Yes" in the first box, "No" in the second).
  9. Configure Conditional Logic (Optional): You can trigger follow-up questions based on specific answers. To do this:
    • Add your follow-up question (e.g., "Please upload your policy").
    • Click Add dependency on this new question.
    • Select the original question it depends on.
    • Choose the specific answer (e.g., "Yes") that will cause this follow-up question to appear.
  10. Click the Generate button to finalise and save your custom questionnaire.

Your new questionnaire will now appear in your active questionnaires list. To learn how to send it to your suppliers, please refer to the guide on Issuing a Custom Questionnaire.