COBBLESTONE SOFTWARE
Contract Insight — User Guide
3. Survey List
12. Surveys & Decision Trees › 2. Surveys/Questionnaires › 3. Survey List
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
Surveys > Survey Templates is the master list of every configured survey template (190 records in this environment), with columns for the Survey ID, Name, For Area (the record type it applies to — Contracts, Employees, Purchase Orders, Vendors/Customers, e-Sourcing, and more), Date Created, Date Updated, and an internal Survey GUID. Like other list screens in the application it supports a view-selector dropdown (default "All Survey Templates"), a Columns modal for choosing displayed fields, per-column filtering, a keyword Search box, an Export action, and pagination (4 pages at 50 per page for the 190 templates in this environment). Each row's Manage button opens that template's record for editing, and its eye icon offers a quick preview.
2. Key Elements
- Surveys > Survey Templates lists every configured survey template with Survey ID, Name, For Area, and creation/update metadata (190 records in this environment).
- For Area identifies which record type a given template is meant to be used against — Contracts, Employees, Purchase Orders, Vendors/Customers, e-Sourcing, and other areas all appear in this environment's templates.
- The list supports the same general-purpose tooling seen on other module list screens: a Columns modal, per-column filters, keyword Search, Export, and configurable pagination.
- Manage opens a template for editing; the eye icon offers a quick preview without opening the full record.
- This list is distinct from Survey Results, which shows survey instances actually attached to records rather than the reusable templates themselves.