Unpublishing Surveys

Unpublish a survey when it needs to be retracted due to a business requirement or an error.

Access Unpublishing Options

1. In the Surveys list, hover over the three-dot menu under the ACTIONS column for the relevant survey.
2. Click General.
3. The Users option opens.

Unpublish from Users and Other Entities

Select the required users or entities from the available options:

• Users – Select the user or users from whom the survey must be unpublished.
  • Only users to whom the survey has already been published are displayed.
• Groups – Select the group or groups from which the survey must be unpublished.
• Job Levels – Select the job level or levels from which the survey must be unpublished.
• Job Role – Select the job role or roles from which the survey must be unpublished.
• Role – Select the role or roles from which the survey must be unpublished.

Unpublish by Excel

You can use an Excel file to unpublish the survey from multiple users.

1. Under By Excel, click Download Sample Format.
2. Download the Excel template in .XLS, .XLSM, or .XLSX format.
3. Open the downloaded template.
4. Enter the required details and save the file.
5. Click Choose File and select the completed Excel file.
6. Click the relevant action button to upload the file.
7. Double-click the Excel file to view the column details.

Note: The downloaded template does not contain any data.

When uploading the Excel file:

• New rows can be uploaded using existing values in the email/username column.
• Existing values may be overridden when new rows are uploaded.
• If existing data is updated along with new rows, both the updated data and new rows are uploaded successfully.

Apply Filters

Use the AND/OR Filters to refine the list of users based on multiple criteria. Filters can be applied to fields such as First Name, Joined, Last Login, Reporting Manager, DOJ, and other available fields.

AND Filter

The AND Filter displays records that meet all selected conditions.

Example:
First Name = "John" AND Joined = "2023" displays users named John who joined in 2023.

OR Filter

The OR Filter displays records that meet at least one of the selected conditions.

Example:
First Name = "John" OR First Name = "Sarah" displays users named either John or Sarah.

Combine AND and OR Filters

You can combine AND and OR conditions to refine the results further.

Example:
(First Name = "John" AND Joined = "2023") OR (Last Login = "Last 7 days" AND Reporting Manager = "David Smith")

After setting the required filters, click Apply to view the filtered results.

Unpublish from Filtered Users

1. Apply the required filters.
2. Click Publish All Filtered Users to select all users who match the applied filters.
3. Click Unpublish.

Unpublish from Assigned Users

To unpublish the survey from all assigned users on the platform:

1. Click Unpublish All.
2. The survey is unpublished from all assigned users.

Related Topics

• Creating Surveys
• Editing Surveys
• Publishing Surveys
• Viewing Surveys
• Deleting Surveys