Prerequisites for questionnaire


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Some prerequisites are required when you create questionnaires, answers, and questions, but not all prerequisites are required for full functionality. For more information, see Using questionnaires.

There are two types of prerequisites: required and optional.





Question types

Used to categorize questions.

Question types (form)

Questionnaire types

Used to classify specific questionnaires.

Questionnaire types (form)





Form templates

Displays a background image behind the questionnaire text.

Form templates (form)

Reference types

Used to enter criteria to help when you select respondents.

Reference types (form)

Planning types

Used to classify questionnaire schedules.

Planning types (form)

Questionnaire parameters

Modifies basic controls and default settings for questionnaires.

Questionnaire parameters (form)

Questionnaire groups

Assigns a questionnaire to specific respondents.

Questionnaire groups (form)


Various users might design and distribute questionnaires. A company that administers an annual satisfaction survey might use the form template to create a consistent visual appearance of the questionnaire from year to year. An infrequent user might select only the required options in order to complete the process quickly.

Possible next steps

The following links provide a logical progression to follow in the sequence. Depending on the questionnaire features that you are using, refer to the following information about the next steps:

About planning types for questionnaire

About questionnaire groups

About reference types for questionnaire

About questionnaire parameters

About questionnaire types

About form templates for questionnaire

About question types