When creating a collection, the first step is to define the organisation the collection is best related to. This organisation is known as the collections scope.
To reuse a collection of custom questions across various intakes, the collection must be within the scope of the intake. If the collection and intake share the same scope, you can reuse a previous collection in two easy steps.
1. Add a Custom Question Step to the Intake
After creating an intake, you must create a custom questions intake step. You can find instructions on how to do that here.
2. Load Your Collection
Under "Step Details" you should see a dropdown box labelled "Load Collection". Here is where you will find a list of custom question collections that are within the same scope as your intake. Simply click the collection you'd like to import.
Note: To be able to load a collection, your intake step details must be correct. Please ensure that the Group field is set to "Page", and Step Type field is set to "Custom Questions".
If you cant see a custom questions option in your intake creator, click here.