---
title: "Questionnaire Templates"
slug: "questionnaire-templates-1"
tags: ["Questionnaire Templates", "Configuration"]
updated: 2026-02-09T10:04:48Z
published: 2026-02-09T10:04:48Z
canonical: "docs.revealdata.com/questionnaire-templates-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Questionnaire Templates

The Questionnaire Templates page contains all Questionnaire Templates that can be used for a hold. Questionnaire results help to get a better understanding of the data set and discover more sources of information.

## ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20171828.png)

## View, Filter & Sort

View created questionnaire templates and filter/sort them via the columns.

> [!NOTE]
> **Note**
> 
> Filtering/sorting works the same on all pages. View a short animation of filtering and sorting on this page: [Hold Management](/reveal-preserve/docs/hold-management-1).

To add/remove columns, select the **Settings** icon ![image-1766075266528.png](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1766075266528.png).

Then, select **Columns** and (de)select the appropriate columns.

## Create Questionnaire Template

1. Select ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20174114.png).

> [!NOTE]
> **Note**
> 
> This step is skipped when creating or editing a template via the Questionnaires Tab.
2. With the icon in the top right corner you can switch from and to full screen mode.

Exit full screen ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1WAW3J9Y.png)

Full screen ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-T9WCWHP4.png)

1. Define/edit a **Name**. Below the Name field, you can switch from Survey Designer to Test Survey to Survey Logic.

- **Survey Designer**

Create or Edit a Questionnaire; Select question types (or drag&drop them) from the Toolbox to add them to the (first) page of the questionnaire.

Edit the selected questions or export them as a PDF. In the Properties pane, define the settings for this survey, the pages and the questions. When finished, click Save. If not already a template, you can now save it as one.

Please note that when you remove a custom questionnaire, it will be deleted. If you want to be able to use it again, it needs to be saved as a template.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20174540.png)

- **Preview Survey**

Test how the survey (questionnaire) will be displayed.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20174955.png)
- **Survey Logic**

Create rules to customize the flow of the survey. For example, when a certain answer is given on a specific question, you might want the custodian to answer another selected question.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20175140.png)

## Edit or Delete Questionnaire Templates

Edit a Questionnaire Template via the **Edit Questionnaire Template** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20173320.png).

Delete a single Questionnaire Template via the **Delete Questionnaire Template** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20172255.png) .

Delete multiple Questionnaire Templates by selecting them and clicking the **Delete selected Questionnaire Templates** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20172255.png).

After edit or delete actions, update the Questionnaire Templates View with the **Refresh** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20172344.png).

## Duplicate Questionnaire Templates

When you want to create a new Questionnaire Template with just some minor changes to an existing one, clone the existing template.

Duplicate a Questionnaire Template via the **Clone Questionnaire Template** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20173744.png).

## Export Questionnaire Templates

Export all your Questionnaire Templates as CSV, Excel or PDF.

First, select the **Settings** icon ![image-1766075266528.png](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1766075266528.png).

Then, select **Export As...** and select the format to which you want to export.

## Save View

The Questionnaire Templates View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns).

To save this new view, select the **Settings** icon ![image-1766075266528.png](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-1766075266528.png).

Then, select **Save View**.