Below are the steps to create a simple SharePoint survey with branching.
- Open the site
- View all site content
- On the “All Site Content” page, click Create
- Under Tracking, click the Survey link
- Enter name and description. Fill in options to support your implementation. Click Next.
- Fill in the first question.
- Click Next Question for a new question, else click Finish to quit.
- Select Settings-Survey Settings from the toolbar.
- If necessary, under General Settings, click Advanced Settings, and make Item-level permission changes. Click OK to save. Click Settings in the breadcrumb to return.
- Click “Add a question” link to add additional questions.
- Click “Change the order of questions” to change the order.
- To set branching, click the question link. Under Branching Logic, set each the possible choices. Note: For branching, be sure to all choices for branching. For example, for a Y/N question, you need to set branching for both Y and N. In the case of “Do you like Kool-Aid?”, if the user selects Y, then branch to “Favorite Kool-Aid Flavor?”, else branch to “Do you like Beer?”.
- Example questions and branching:
- Do you like Water? Y/N (Y and N branch to b)
- Do you like Kool-Aid? Y/N (Y branch to c, N branches to d
- Favorite Kool-Aid flavor? Grape, Cherry, Other (All branch to d)
- Do you like Beer? Y/N (Y branch to e, N branch to f)
- Favorite Beer flavor? List (All branch to f)
- Do you like Lemonade? Y/N
