Creating a New Survey Layout

Note: When you first create a new survey layout it will only be available to you. If you wish to make it available to others in your company then you must provide the appropriate levels of access to the individuals concerned via the Permissions tab.

To create a new survey layout:

1. In the Home menu bar, got to the New > Survey Layout command.

The New Survey Layout wizard opens at step 1 - .



Figure 1 - Step 1 of the New Survey Layout wizard

2. Type a name for your new survey layout into the Name field.

An "Easy Layout" is a subtype of survey layout which can be edited visually in Forsta Express, and which contains some specific html styles and settings. If you wish to create an Easy Layout, check this box. Then, only survey layouts designated as Easy Layout are displayed in the next step of the wizard. This ensures that the new easy layout will have an existing easy layout as its template, and will therefore inherit the required styles and settings.

3. Check the Easy Layout box if required (go to Creating an Easy Layout for more information).
4. Click Next.

The wizard moves to step 2 of the procedure and a list of existing survey layouts opens.

5. In the list, select the survey layout that you wish to use as the template for your new layout.
6. Click Finish.

Your new survey layout is created and added to the Survey Layout List accessed via the Quick Access menu > Survey Layouts command. The Toolbox column opens with the Layout and Styles toolbox, containing the tree for your new survey layout - .

Figure 2 - The Layout and Styles toolbox containing your new survey layout

This tree contains the themes, page layouts, question skins and HTML styles copied from the survey layout you used as your template. You can now edit these items as required to develop the survey layout you require.

To create a new theme in the Themes folder, right-click on the Themes folder and select Insert Theme from the menu (go to About Themes for more information). Note that when a new theme is created in a survey layout, the default document type will be set to HTML5.

Once the survey layout is as you require, you can set the access permissions for it for the other users in your company (go to Global Survey Layout Permissions for more information).