CreateView Interface

The survey editor (CreateView) is where you build your research instrument. It combines AI assistance with direct editing controls.

Layout Overview

The editor has three main areas:

Area	Purpose
Chat Panel (left)	AI conversation for generating and modifying content
Preview Panel (right)	Live view of your survey structure
Structure Sidebar	Hierarchical tree view of sections and questions

Section Management

Sections organize your questions into logical groups.

Add a Section

Click Add Section in the toolbar
Enter a section name
The section appears at the end of your survey

Or ask the AI: "Add a new section called Demographics"

Edit Section

Rename: Click the section header and edit the name
Description: Add optional description text below the title
Visibility: Toggle section visibility for conditional display

Delete Section

Hover over the section header
Click the delete icon
Confirm deletion

⚠️ Warning: Deleting a section removes all questions within it. This cannot be undone.

Reorder Sections

Drag sections by their header to reorder. The drop indicator shows where the section will move.

Question Management

Add Questions

Multiple ways to add questions:

AI Generation: Ask the chat to add specific question types
Add Button: Click Add Question within a section
Duplicate: Copy an existing question

Edit Questions

Click any question to open the editor form:

Modify question text
Change question type
Edit response options
Configure logic

Delete Questions

Hover over the question
Click the trash icon
Confirm deletion

Reorder Questions

Drag questions within or between sections. The draggable handle appears on hover.

Study Structure Sidebar

The sidebar shows a collapsible tree view of your entire survey:

Survey Title
├── Section 1
│   ├── Q1: Introduction
│   ├── Q2: Brand Awareness
│   └── Q3: Purchase Intent
├── Section 2
│   ├── Q4: Satisfaction Rating
│   └── Q5: Open Feedback
└── Section 3
    └── Q6: Demographics

Click any item to jump to it in the preview.

Saving Changes

Auto-Detection

The editor tracks all changes and shows an Unsaved Changes indicator when modifications exist.

Save Action

Click Save to persist changes to the server. The save includes:

Question text and options
Section structure
Logic conditions
Metadata

Undo Changes

Click Undo to revert to the last saved state. This discards all unsaved modifications.

Form Diff Tracking

The editor maintains a diff between your current version and the server version:

Indicator	Meaning
Green highlight	New content
Yellow highlight	Modified content
Red strikethrough	Deleted content

This helps identify what changed before saving.

Survey Editor