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.