Setting up questionnaires


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

Use the information in this topic to compose questions and enter answers for a questionnaire.


Before you can set up a questionnaire, you must set up answers, questions, and prerequisites. For more information see Designing questionnaires and Using questionnaires.

For each questionnaire, you can specify:

  • The total time or time limit to answer mandatory questions.

  • Whether all questions are mandatory.

  • Whether to calculate points on a questionnaire.

  • How to categorize results.

  • User rights to control access to the questionnaire.

  • If a form template should be displayed as a background behind each page of the questionnaire.

  • Additional notes to clarify the intent of the questionnaire for the respondent.

  • Whether to display questions that are in a set sequence, or to select them from a pool randomly.

  • Questions that will be asked only if specific responses are given for previous answers.

Set up a questionnaire

The primary form used to set up a questionnaire is Questionnaires. Set up a questionnaire in the following order:

  1. Create a questionnaire.

  2. Attach questions to the questionnaire. You can do this in one of two ways, depending on whether you are using result groups:

    • To attach questions to a questionnaire using result groups, set up the result groups for the questionnaire, and then add questions to the result groups.

    • If you do not use result groups, you can attach questions directly to the questionnaire.

  3. Set up a conditional question hierarchy, if needed. For more information, see About conditional question hierarchies

  4. Test the questionnaire.

    In the Questionnaires form, click Validate to test whether the questionnaire is assembled correctly. However, we also recommend that you complete the questionnaire and test yourself before you distribute it.

Modify a questionnaire

You can complete the following tasks in a questionnaire:

  • Modify information in the questionnaire, which includes its result groups and questions.

  • Delete and add questions.

  • Make changes in the result groups and sequence number.


    Be careful when you change questionnaires that have already been answered. Doing so can reduce the accuracy of statistics, which can result in a poor basis for evaluation. Consider creating a new question instead of changing a question that has already been answered.

In a questionnaire, you cannot delete:

  • Questions that are attached to a questionnaire.

  • Questions that are already answered, and are, therefore, found in the Answers dialog box.

More information about how to set up questionnaires

Set up a questionnaire

About result groups

Attach a question to a questionnaire without result groups

Attach a question to a questionnaire with result groups

About conditional question hierarchies

Set up a conditional question hierarchy