Forms — legacy functional guide

Find a legacy questionnaire

Open Performance → Questionnaires to browse questionnaire cards, search and filter the library, or create, edit and copy a questionnaire. Copying creates a separate saved item; it is not a preview.

Use the title, status and type criteria to locate the intended questionnaire. Copying creates a separate stored questionnaire; it is not a preview. Company-authored titles can use a different language from the interface.

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Find an interview questionnaire

1. Enter part of a title in Your search if needed.
2. Set By status and By type, then select Search.
3. Read the matching cards' title, type, status and number of questions. Open the existing form's detail/edit link when authorized.
4. Use Reset the search to remove the criteria and broaden the results.

Control	Choices and effect	Defaults / clearing / example
Your search	Free text for questionnaire search.	Enter a distinctive part of the title, then search.
By status	All, Draft, Published, Archive.	Choose a status to narrow results; choose All to remove this criterion.
By type	All; questionnaire/test, interview support, mobility, 1-to-1, People Review and 360 Feedback types. Wording varies by locale.	Choose the type that matches the intended process. 1-to-1 and interview support are separate legacy types. Choose All to remove this criterion.
Search / Reset the search	Apply or clear criteria.	Search with the selected criteria or reset them to broaden the results.
Pagination	Switches result pages.	Page 1 initially; additional pages depend on matches.
Create / edit / copy	Opens the authoring workflow or duplicates content according to the selected action.	Rights apply. Read configuration before changing a form already used by a campaign.

A saved legacy draft can be checked before any campaign assignment: reopen it from Performance → Questionnaires, then inspect the title, type, status and question list. The saved-draft procedure illustrates a persisted open question and its required setting. A builder preview is not a respondent submission; answer validation and completion remain tied to the assigned campaign.