How to limit a location question in Survey via hierarchy node tagging

Implementation Tip: To learn more about what tags are and how they can be applied to your organization for added value, check out this article. Only admin users have the ability to create and manage tags.

About Hierarchy Node Tagging: 

• In Survey, hierarchy node tags can be used to filter the list of locations presented to end-users for 'Location' type questions (example: retail vs commercial tags where the survey is only issued to visitors at retail locations/hierarchy nodes). Note: a location type question will ALWAYS only show hierarchy nodes that have been set as 'Location' nodes.
• Hierarchy node tags are applied to hierarchy nodes in account settings.
• All tags applied to the hierarchy node will be applied to future records belonging to the hierarchy node as record tags as well.
• Hierarchy nodes do not inherit hierarchy tags from their parent node. Tags must be added to the hierarchy nodes that the records are associated with.

Implementing Hierarchy Node Tags:

1) Create the Tags you wish to use to separate your location list

2) Apply Tags to your hierarchy nodes either individually (option 1), or in bulk (option 2).

Option 1: Individual Hierarchy Node Tagging

1. Navigate to Account Settings -> Organization Settings -> Hierarchy

2. Using the left side navigation panel or the search option, locate the hierarchy node that you wish to apply a tag to, and click on the hierarchy node.

3. In the right-side panel, click on the 'TAGS' tab to view the tag list for the hierarchy node.

4. Search the listing for the appropriate tag or 'Create a New Tag'.

Option 2: Bulk Hierarchy Node Tagging

1. Navigate to Account Settings -> Organization Settings -> Hierarchy.

2. Click the 'Bulk Update' menu above the right-side panel and select 'Tags'.

3. Search for, then click to add each hierarchy node you wish to apply the tag to. Then, search for the intended tag(s) and click to apply. 

4. Click 'Add' to apply the selected tags to the selected hierarchy nodes.

5. Save the hierarchy node.

3) Navigate to Survey -> Surveys and create/open the survey containing the location question that you would like to limit by tag.

4) Edit the Location question, enabling the 'Limit Survey Responses' option and selecting the tag(s) that correspond to the location nodes you want to show in the location list for end users.

5) Save the question.

6) Don't forget to preview and publish your survey.