• On the main Projects page (under hamburger menu), click the three dots to the right of your survey and pick 'Collaborate'. You can then add other syr users and give them specific permissions such as Edit, View Survey, View Reports, etc.
  

  

To add a back arrow/button, go into the Survey options and then enable ‘Back button’.

To add the Submit button to the end, first select the block that contains the last question. Then look on the left and you should see the Edit Block panel. Click ‘Next/Previous button text’.

Enter Submit in the Next Button Text box.

Creating a Microsoft Excel Task in Qualtrics

• On Survey tab, scroll to bottom of survey and select the ‘End of Survey’ block.

• On the left under Edit end of survey:

  • Change End of survey message drop down to Custom.

  • Change second drop down to My Library and it will let you create a new message.
    

    

• On the Survey tab, click the Look and Feel icon > General > Header.

• Select Use Fixed Text
  

  

• In the Header editing window, click the Source icon and paste the following code, which loads the Flatpickr platform. Then click Save.
  
  <link href="https://cdn.jsdelivr.net/npm/flatpickr/dist/flatpickr.min.css" rel="stylesheet" /><script src="https://cdn.jsdelivr.net/npm/flatpickr"></script>
  

  

• Now select the survey question where you want the Date/Time picker to appear.

  • Click Javascript on the left and paste the following code into the Onload section and click Save.
    
    jQuery("#"+this.questionId+" .InputText").flatpickr({enableTime: true, altInput: true, altFormat: "Y-m-d h:i K", dateFormat: "Y-m-d h:i K", minDate:"today", maxDate: new Date().fp_incr(7)});
    

    

  • Options that can be changed in the code:

    • Change how many days out are displayed: fp_incr(7)

    • Enable or disable the time picker: enableTime: true/false

• This process will send an email to a specified person every time the form is filled out.

• Click Workflows tab.

• Click ‘Create a workflow’ and choose ‘Started when an event is received’.
  

  

• Click Survey response extension.
  

  

• Accept defaults (Newly created responses) and click Finish.

• This will create a new workflow called Survey Response.

• Click the + sign to add a task.

• Choose the task Email.
  

  

• Enter the To address. Responses will be sent to this address. Can enter multiple addresses separated by comma.

• Leave the From address at the default surveys@syr.edu address.

• Set the Reply-To email address to the same as the To: address (usually).

• Enter a subject.

• Enter something for the message, as it can’t be empty, such as ‘Room Reservation request’ or whatever is relevant.

• Enable Options ‘Include Response Report’ and ‘Show Full Question Text’.
  

  

• When done, make sure the workflow is turned on. You can also name the workflow in the name field above the Workflow Editor tab.
  

  

To send a thank you email, click the Options button, then Post-Survey, then configure the ‘Send a thank you email’ setting. You can create a New Message to send.

To limit the file size, select the file upload question, and look for the ‘Edit question’ panel on the left. Enable ‘Add validation’ and change Content Type to Custom.

This will pop up the Custom Validation box. Change the Select Choice field to ‘File Size’ and then to limit something to say, 10mb, set ‘Is Less Than or Equal to’ to 10000000. (1mb = 1,000,000 bytes).

To restrict a file upload to a PDF or some other format, select the file upload question and look for the ‘Edit question’ panel on the left. Enable ‘Add validation’ and change Content Type to PDF or some other format.

You can copy a survey (project), which will create a new copy minus all the responses.

• From your Projects list (under the 3-line menu icon), click the three dots to the right of the survey name. Then click 'Copy project'. 
  

  

To update text throughout a survey, go into the survey and click Tools > Review > Search and Replace.