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Survey Layouts can be edited in two ways:
- Globally – you can work on the global version of each Survey Layout. If you make changes to a layout globally, the changes will affect all surveys that use the layout and are re-launched after the changes have been saved.
- Locally – the alternative is to work on a Survey Layout on the survey level. Any changes you make at this level will be specific to the survey in which you have made the changes. Note that you can choose to save “local” changes to the global version of the layout).
Accessing Global Survey Layouts
To access the global versions of your survey layouts, go to Survey Layouts on the Quick Access Pane - .
Figure 1 - Choose Survey Layouts on the Quick Access Pane
Note: You can also access the global version of a survey layout by clicking Edit Survey Layout when inside a survey. You are then taken directly to the edit mode of the survey layout used by the active survey.
Figure 2 - Example of the Survey Layout list
Note: If you are logged on to Authoring as system / template / global / company administrator, three additional columns will be displayed in the Survey layout list. These show the Public and Company Specific checkbox settings for the layouts listed.
Click on a Name in the list to open that Global Survey Layout - .
Figure 3 - The Toolbox layout for a Global Survey Layout
Note: 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.
Accessing Local Survey Layouts
Local survey layouts are specific to the individual survey.
When a survey is open, you can specify a survey layout for the survey by going to the Layout tab under the Designer > Survey Settings menu command (go to Survey Settings Overview for more information).
If you are creating a new survey, specify the survey layout on the first page of the creation procedure. Once you have chosen a survey layout under Survey Settings and saved the setting, the Survey tree will automatically refresh and a new folder called Themes and Skins is created at the bottom of the tree - .
Figure 4 - Direct access to Survey Layouts via the Survey Tree
Authoring indicates next to the Themes and Skins folder which global Survey Layout is currently used for the survey (see the figure above). Additions and changes done here are all survey-specific, meaning that no other surveys will be affected by any changes made in this Survey Tree.