Survey Templates
Survey templates allow administrators to attach structured forms to change request workflows. When a survey is configured for a product, users submitting change requests are presented with additional questions that capture the specific information reviewers need.
What is a Survey Template?
A Survey Template is a configurable form definition composed of named fields with specific types (such as text, dropdown, checkbox, or number). Templates are created at the space level and can be linked to individual data products to customize their change request process.
Surveys ensure that every change request submitted for a product includes consistent, structured information — reducing back-and-forth between requesters and reviewers.
Creating a Survey Template
From Space Administration
Navigate to your space settings and select Survey Templates. Click Create Template to define a new form.
Each template requires a Name (a descriptive identifier for the template) and optionally a Description explaining when and how the template should be used.
Defining Fields
Add fields to your template by specifying the Field Name (the label displayed to the user), the Field Type (text, number, dropdown, checkbox, date, etc.), whether the field is Required or optional, and any Options (for dropdown or multi-select types).
Fields appear in the order they are defined and can be reordered by editing the template.
Start with the minimum fields required for review. You can always expand the template later — overly long forms discourage adoption.
Linking Templates to Products
Product Configuration
To link a survey template to a product's change request process, navigate to the product's settings or detail page, locate the Change Request Survey configuration, and select the desired survey template from the list. Once linked, all future change requests for this product will include the survey form.
One Template per Product
Each product can have at most one active survey template linked to its change request flow. Changing or removing the template only affects future requests — existing requests retain the survey data they were submitted with.
Managing Templates
Editing
Update a template's name, description, or field definitions at any time. Edits to a template affect future submissions but do not modify data already collected in existing requests.
Deactivating
Deactivating a survey template removes it from the available list without deleting it. Products linked to a deactivated template will no longer present a survey form for new change requests. Deactivation is reversible — you can reactivate at any time.
Deleting
Deleting a template permanently removes it. Products linked to the deleted template will automatically fall back to the standard (unstructured) change request form.
Deleting a survey template is irreversible. Consider deactivating instead if you may need the template again.
Viewing Survey Responses
When reviewing a change request that includes survey data, the structured responses appear alongside the request details. Each field and its response are displayed clearly, making it easy for reviewers to assess the request without requesting additional information.
Best Practices
Keep Forms Focused
Include only the fields that reviewers consistently need. Common fields include the type of change (metadata, schema, access), the reason for the change, the expected impact, and a risk assessment.
Use Descriptive Field Names
Clear field labels reduce confusion and improve the quality of responses. Use natural language that non-technical users can understand.
Review Template Usage
Periodically audit which templates are in active use and whether the fields are still relevant. Remove unused fields and update options lists to reflect current organizational terminology.