--- title: "3. Survey List" slug: "3-survey-list-1" updated: 2026-10-08T18:34:06Z published: 2026-10-29T16:48:09Z canonical: "wiki.cobblestonesoftware.com/3-survey-list-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # 3. Survey List **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 survey template configured in Contract Insight. The record count next to the title shows how many templates exist. Each row shows the template's **Survey ID**, **Name**, **For Area** (the record type it is used with, such as Contracts, e-Sourcing or Vendors/Customers), **Date Created**, **Date Updated**, **Survey GUID** and **Active** status, plus further columns for the template's messages and notification settings. Like other list screens, the Survey Templates list has a view selector, a column chooser, column and multi-field filters, a keyword **Search**, **Print** and **Export**, and pagination. Each row's **Manage** button opens the template for editing, the **Preview** (eye) icon shows its details in a side panel, and the star adds it to your favorites. # 2. Key Elements - **View selector**: **All Survey Templates** or **My favorites**. - **Columns**: **Survey ID**, **Name**, **For Area**, **Date Created**, **Date Updated**, **Survey GUID**, **Active**, **Can Respondents See Scores**, **Welcome Message**, **Welcome Back Message**, **Attestation Message**, **EnteredBy**, **UpdatedBy**, **Notification Subject**, **Notification Body** and **Notification Skin**. - **List tools**: **Choose which fields this list shows** (columns icon), **Filter on several fields at once** (filter icon), a filter icon on each column header, and **Search**. - **Print** and **Export** (**Excel**, **PDF** or **CSV**), plus **Add** to create a new template. - **Row actions**: **Manage**, **Preview** (eye icon) and **Add to your favorites** (star icon). - **Pagination**: page buttons and an **Items per page** drop-down at the bottom of the list. **Note:** This list holds the reusable templates. Surveys actually attached to records are listed under **Surveys › Survey Results**. # 3. Opening the Survey Templates List 1. From the Contract Insight homepage, hover over the **Surveys** icon in the left navigation bar. 2. Select **Survey Templates**. ![Surveys menu with Survey Templates highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav.jpg) 1. The Survey Templates list opens. Use the view selector to switch between **All Survey Templates** and **My favorites**. 2. Type in **Search** to find a template by keyword, or click the filter icon on a column header (for example, **For Area**) to filter by that column. 3. Use the page buttons and **Items per page** at the bottom to move through long lists. ![Survey Templates list with the view selector, column and filter icons, Search, Print, Export, Add, column filters, row actions and pagination highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_list.jpg) # 4. Choosing the Columns Displayed 1. On the Survey Templates list, click the **Choose which fields this list shows** (columns) icon. 2. In the **Fields** window, clear a field to hide it from your view, or select it to show it. Use **Select / unselect all** to change every field at once. 3. Click **Apply**, or **Cancel** to close without changes. Click **Reset to default** to return to the standard columns. ![Fields window with Select / unselect all, the field checkboxes, Reset to default, Cancel and Apply highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_columns.jpg) **Note:** Column choices apply only to your own view of the list. # 5. Previewing a Survey Template 1. On the Survey Templates list, click the **Preview** (eye) icon on a row. 2. Review the template's details in the side panel, including **Name**, **For Area**, **Active**, the welcome and attestation messages, and whether respondents can see scores. 3. Click **Edit** to change the template, or **Done** to close the panel. Use the icons at the top right to open the template as a full page, widen the panel, or close it. ![Survey template preview panel with the Preview icon, Name, For Area and Active, the panel icons, Done and Edit highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_preview.jpg) **Tip:** To open the template's full record directly, click **Manage** on its row instead. # 6. Printing or Exporting the List 1. On the Survey Templates list, apply any view, search or filters you need. The output follows what the list is showing. 2. Click the **Print this list** icon to print, or click **Export** and choose **Excel**, **PDF** or **CSV**. ![Print icon and the Export menu with Excel, PDF and CSV highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_export.png) # 7. Quick Reference Summary | Task | Where / How | | --- | --- | | Open the list | Surveys › **Survey Templates** | | Show only favorites | View selector › **My favorites** | | Find a template | **Search** box, or the filter icon on a column header | | Choose columns | Columns icon › tick/untick fields › **Apply** | | Preview a template | **Preview** (eye) icon › **Done** | | Edit a template | **Manage**, or **Preview** › **Edit** | | Create a template | **Add** | | Print or export | **Print this list** icon, or **Export** › Excel / PDF / CSV |