Edit a survey

Surveys that your organisation owns live in organisation settings. Admins can open that editor from the survey itself, instead of going through Organisation config.

Open it

1. Open Sustainability & Monitoring → Surveys.
2. Open the survey you want.
3. Open the Survey config tab. It sits after Planning.

You see the same editor as Organisation config → Surveys for that survey. Change sections, questions or settings, then save.

Question help and saved answers

When you edit a question:

• Hint is the short help shown under that question on the web and in WhatsApp. It is not a second question.
• Saves answer to copies the answer onto the supplier record when the survey is submitted. Choose Survey answer only to keep it as a survey answer. The list only offers fields that match the question type, such as contact gender, contact phone, contact email, contact date of birth, supplier name, supplier area, plot name, and plot area.

Help on a standard field

Standard sections (Plots, Personal details, and the others) already have their own fields. Open Manage fields on that section. Each included field has a help line per language.

• The text is shown under that field in the field app, on the web, and in WhatsApp.
• Leave it empty to keep the wording the field already has.
• The survey JSON stores the text under the survey’s labels, and lists the field on that section.

Section intro

Personal details, Location, Farm details, Plots and Documents can each start with a short intro. Open Manage fields on the section and write the intro at the top, one box per language.

• In WhatsApp and Telegram, the intro is sent as its own message just before the first question of that section, once per survey.
• On the web, it is shown at the top of the section.
• In the field app, it is shown under the step name.
• Leave every box empty for no intro.

Address fields

• The Location section has an Address field for the supplier: how to get there, in the farmer’s own words. It is saved on the supplier and shown on the supplier page.
• The Plots section has an Address field for each plot: directions or a landmark near the plot. It is saved on the plot and shown on the plot page.
• Both are off by default, so existing surveys do not change. To use one, tick Address in Manage fields on that section. The farmer can still leave it empty.

Plot names in WhatsApp and Telegram

When the Plots section keeps the plot Name field, the bot asks the farmer to name each plot after they finish walking it. When the survey leaves the name out, the bot names plots Plot 1, Plot 2 and so on.

Who sees it

The tab is only there when all of these are true:

• you are an organisation admin
• the survey is stored in your organisation (copied or created in Organisation config), not a built-in template

If you do not see Survey config, either this survey is a built-in template, or your role cannot change organisation settings.