Forms & Surveys in WCM let you create evaluations, surveys, registration forms, and acceptable use policies — available in every Site, Subsite, Channel, and Section Workspace from the Tools tab.
💡Quick answers
- How do I create a new form or survey? Go to Forms & Surveys > New Form/Survey, enter a name, save, then click the name to build your questions.
- Can I copy an existing form? Yes — when creating a new form, select Copy an existing form/survey and choose the form to duplicate.
- Can I import a previously exported form? Yes — use Import Form/Survey and upload the compressed export file.
Access forms & surveys
You can access Forms & Surveys two different ways. You can access it from the Tools tab or from Common Tools.
Add a New Form or Survey
- Navigate to Forms & Surveys.
- Select New Form/Survey.
- Enter the Name for your form or survey.
- Select Save.
- Click on the name of your form or survey to begin creating it.
Copy a form or survey
- Navigate to Forms & Surveys.
- Select New Form/Survey.
- Enter the Name for your form or survey.
- Select Copy an existing form/survey and choose your survey from the list.
- Select Save.
- Click on the name of your form or survey to begin creating it.
Import a form or survey
- Navigate to Forms & Surveys.
- Select Import Form/Survey.
- Locate and select the correct compressed export file.
- Select Open.