Importing and Exporting a Survey Layout

You can transfer Survey Layouts from one Authoring server to another by exporting the layout from the original server and then importing it to the new server. If you wish to import a survey layout that is used by for example the current survey:

1. In the Quick Access menu, go to Survey Layouts.

The Survey Layout List opens. This page lists all the survey layouts to which you have access.

2. Click Import Survey Layout, located towards the upper-right corner of the page.

The Import Survey Layout overlay opens - .



Figure 1 - The Import Survey Layout overlay

3. Click Browse to open a standard file selection window, then browse to and select the survey layout you wish to import.
4. Click Import Survey Layout.

The import task runs and the layout is imported.

5. On completion, click OK to close the import overlay and return to the Survey Layouts List page.

The imported survey layout is now listed on the page. If the list is extensive, use the search and/or sorting functionality to find it. For example, sort the list by the Created date to find the most recent addition, or by your name to find the surveys that you have access to.

Exporting a Survey Layout

Note: You can only export a survey layout if you have administrator permission for it. If you do not have the appropriate permission, an error message will be displayed.

You can transfer Survey Layouts from one Authoring server to another by exporting the layout from the original server and then importing it to the new server. If you wish to export the survey layout that is used by for example the current survey:

1. In the Survey Designer page, Survey Tree toolbox, scroll down to the survey layout (the last folder in the toolbox).
2. Right-click on the survey layout and select Edit in Professional Layout Designer.

The Survey Layout Editor page opens.

If you wish to export a survey layout directly from the Survey Layout List:

3. In the Quick Access menu, go to Survey Layouts.

The Survey Layout List opens. This page lists all the survey layouts to which you have access.

4. Find and click on the survey layout you wish to export.

The Survey Layout Editor page opens.

The remaining steps in the procedure are identical for all 'entry methods'.

5. In the Layout and Styles toolbox, click Export.

The Survey Layout Export overlay opens.

6. Check that the Email recipient details are correct (default is the current user - you), then click Export survey layout.

The survey layout is attached to an email and sent to the defined recipient.