Make a Copy
The questionnaire copy function allows users to duplicate existing questionnaires in three different ways: Copy to Self, Copy to Admin, and Copy to External Account. This feature provides flexible options for questionnaire sharing and distribution, supporting both content-only copying and full settings copying, making it easier for users to reuse and share questionnaire templates.
Feature Access
1. Navigate to the questionnaire management page and locate the questionnaire you want to copy
2. Click the "Make a Copy" button to open the copy dialog
Copy Dialog Overview
1. The dialog title displays "Make a Copy - [Original Questionnaire Title]"
2. Three copy methods are provided with tabs for easy switching
3. Default selection is "Copy to Self" tab
Copy to Self
1. Default questionnaire title is set to "[Original Title] - Copy"
2. Users can edit and modify the title as needed (maximum 200 characters)
3. Choose copy content options:
- Copy Survey Content Only: Only copies questionnaire questions and content
- Copy Survey Content and All Settings: Copies questionnaire content along with most configuration settings
4. Click "Copy" to complete the operation
5. Success message will be displayed via TOAST notification
Copy to Admin
1. This tab is only available when the user has added sub-accounts
2. Use the dropdown to select the target sub-account for copying
3. The dropdown includes search functionality for easy account selection
4. Sub-accounts without questionnaire creation permissions are filtered out
5. Click "Copy" to complete the operation
6. Success message will be displayed via TOAST notification
Copy to External Account
1. Enter the target account ID in the input field
2. Account ID acquisition path and example image are provided for reference
3. If the account ID doesn't exist, an appropriate error message is displayed
4. Click "Copy" to initiate the copy process
5. Success message will be displayed via TOAST notification
External Account Notification Process
1. Email Notification: Target account receives an email notification about the copy request
2. System Message: A system message is sent to the target account's message center
3. Login Popup: When the target account logs into SurveyMars, a popup dialog appears automatically
4. Copy Confirmation: User can confirm or decline the copy request through the popup
Multiple Questionnaire Copy Handling
1. When multiple questionnaires are copied to the same account, a list is displayed in the popup
2. All questionnaires are checked by default
3. Users can uncheck specific questionnaires they don't want to copy
4. Only selected questionnaires will be copied to the target account
Time Limit and Expiration
1. External account copy requests have a 24-hour expiration period
2. After 24 hours, attempting to copy will show the message:
"Copy failed. The questionnaire could only be copied within 24 hours, and the time has now expired, so it cannot be copied."
Important Notes
- The copy dialog title automatically includes the original questionnaire title for clarity
- Sub-account copy tab only appears when sub-accounts are available
- External account copy requests expire after 24 hours
- System messages and email notifications are sent for external account copies
- Multiple questionnaire copies are handled through a single popup with selection options
- Copy settings include comprehensive questionnaire configurations when "Copy All Settings" is selected
- Sub-accounts without questionnaire creation permissions are automatically filtered from the selection
FAQs
Q: What are the main business objectives of the questionnaire copy feature?
A: The main business objectives are to efficiently duplicate existing questionnaires for reuse, share questionnaire templates with team members through sub-accounts, and distribute questionnaires to external collaborators while maintaining proper access control and notification systems.
Q: What user roles are there in the questionnaire Copy feature?
A: There are three main roles: questionnaire owners (who can copy to themselves and sub-accounts), sub-account users (who can receive copied questionnaires), and external account users (who can receive questionnaires through the external copy process).
Q: What core functional modules do questionnaire owners have when copying questionnaires?
A: The core functional modules include: questionnaire copy dialog, three copy method tabs (self, sub-account, external), copy content options (content-only vs. all settings), account selection interfaces, and copy confirmation processes.
Q: How does the system handle multiple questionnaire copies to the same external account?
A: The system displays all copied questionnaires in a single popup dialog when the external account logs in, with all questionnaires checked by default. Users can selectively uncheck questionnaires they don't want to copy, and only selected ones will be processed.
Q: What happens when an external copy request expires?
A: After 24 hours, the copy request expires and cannot be processed. Users attempting to copy an expired request will receive an error message indicating the time limit has passed and the copy operation cannot proceed.
Q: Can external accounts copy questionnaire content across different nodes?
A: No. External account questionnaire copying is only supported within the same node. For example, you can copy questionnaires within the US node, but you cannot copy questionnaires from the US node to the European node. This limitation is implemented to ensure data security and compliance, preventing potential risks associated with cross-regional data transfers.
