---
title: "Usage"
sidebar_position: 4
---

## Typical workflow

1.  Create a Survey content item in Plone.
2.  Open `@@editor` to design the form using SurveyJS Creator.
3.  Configure actions and settings on the Survey (see `configuration`).
4.  Publish and distribute the Survey URL or embed it (see `embedding`).
5.  Use `@@results` and exports to review submissions.

## Roles

Authors  
Create and refine form JSON via the editor or AI Generator.

Managers  
Configure actions, exports, and embeddings. Review results and handle
exports or notifications.

End users  
Access the survey via `@@viewer` or embedded views and submit responses.

## Storage backends

Survey results can be stored in the ZODB (default) or in a relational
database using SQLModel. Relational rows include the Plone `site_id` and
survey identifier so a single database can serve multiple sites. Switch
the backend in the Forms control panel. To migrate existing ZODB results
to a relational database, call `migrate_zodb_results_to_rdbms(context)`
from a Zope/Plone console script.
