Survey templates in library - am I missing something? | XM Community
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After discussing my issue with a Qualtrics support rep, I’m having a hard time accepting what I learned about surveys saved to the library. Below is what I heard, please let me know if this aligns with your understanding or if anything is incorrect.

 

If these points are true, then what is the advantage of even saving surveys to the library as templates?  Wouldn’t we have more flexibility and less frustration if users were just instructed to copy existing survey projects as templates for their surveys?  

 

Would love to hear other peoples’ thoughts on this. Thanks!

 

  1. The is an “Edit” option available
  2. When the Edit option is selected, one can make updates to the template (either intentionally or accidentally, but cannot publish the changes. This is by design I was told...no publish button is displayed, because it could mess up other users if you change a template.
  3. However, these changes made are auto-saved as a “draft”, but…
  4. You cannot discard your changes or revert to previous version, because the Tools button is also hidden where the versioning options are listed
  5. The “draft” version then becomes the one that is visible to anyone who tries to create a survey using that library template as a basis, so essentially the “draft” is published for all intents and purposes
  6. You can delete the template (I’m unclear how this wouldn’t mess up other users, but editing would).
  7. None of this is clearly explained in the support documentation

That description seems consistent with my understanding of how surveys in the Library work. As a result, I haven’t really found this feature to be useful for my projects. It doesn’t seem to offer any advantages over copying projects within your own account, or sharing a survey with other users with the Collaborate feature.


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