Building questionnaires

To capture structured feedback, you author reusable Questions once, then assemble them into a Questionnaire (a form). Each Question also declares where its answers are routed, so a single form can update a Profile, create a Rating, and record an Interaction at the same time. This guide covers authoring both layers. For the model behind them, see Questions and questionnaires. All endpoints are bearer authenticated and live under https://api.[tenant].getomneo.com/api/v3.

The three layers

Layer	What it is
Question	A reusable definition: a stable `handle`, a `label`, an input `type`, and its `validation`, `options`, and routing. Authored once, referenced by any number of questionnaires.
Questionnaire	A form. An ordered set of question slots, optionally owned by another object or used standalone, identified by its `purpose`.
Submission	One fill of a form. See Submitting questionnaires and routing answers.

Creating a Question

Author a Question independently of any form:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questions" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "handle": "nps-score",
    "label": "How likely are you to recommend us?",
    "type": "slider",
    "help_text": "0 means not at all, 10 means extremely likely.",
    "validation": { "min": 0, "max": 10 },
    "link_type": "rating",
    "link_target": "nps"
  }'

A successful create returns 201.

Field reference

Field	Type	Notes
`handle`*	string	Stable, unique identifier used to reference the question from a questionnaire slot and from a submitted answer.
`label`*	string	The question text shown to the customer.
`type`*	enum	Input type. One of `text`, `textarea`, `number`, `slider`, `boolean`, `single_select`, `multi_select`, `date`, `datetime`, `email`, `phone`, `json`.
`name`	string	Internal human name for the question.
`description`	string	Internal description.
`help_text`	string	Guidance shown under the label.
`icon`	string	Icon reference for rendering.
`image_url`	string	Image shown with the question.
`validation`	object	Validation rules. A `slider` requires `validation.min` and `validation.max`.
`default_value`	any	Pre-filled value.
`options`	array	Choice list for `single_select`, `multi_select`, and stepped `slider` inputs.
`live_from`	datetime	Start of the active window. Null means live with no lower bound.
`live_to`	datetime	End of the active window. Null means live with no upper bound.
`answer_ttl_days`	integer	Re-ask cool-down in days. Null means the question is never re-asked once answered.
`link_type`	enum	Routing destination. See Link configuration.
`link_target`	string	The specific destination within the `link_type`.
`link_write_policy`	enum	Whether an existing value is overwritten.

Availability and re-asking

live_from and live_to bound the dates a question is asked. Either can be null, and a null bound means the question stays live on that side, so leaving both null keeps the question always live. answer_ttl_days sets how long an answer stays valid before the same question can be asked again. Set a number of days for facts that go stale, such as a preference you want to refresh each season. Leave it null for stable facts you only need once, such as gender, so the question is never re-asked after it is answered.

Choice and slider inputs

single_select and multi_select questions render their options. A slider needs validation.min and validation.max to define its range:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questions" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "handle": "preferred-fit",
    "label": "Which fit do you prefer?",
    "type": "single_select",
    "options": [
      { "value": "slim", "label": "Slim" },
      { "value": "regular", "label": "Regular" },
      { "value": "relaxed", "label": "Relaxed" }
    ],
    "link_type": "profile",
    "link_target": "custom_attribute.styling.preferred_fit",
    "link_write_policy": "overwrite_if_answered"
  }'

Link configuration

Routing lives on the Question, not on the form. Three fields decide what happens to each answer once it is captured:

Field	Purpose
`link_type`	The kind of destination.
`link_target`	The specific destination within that type.
`link_write_policy`	Whether an existing value is replaced: `overwrite_if_answered`, `only_if_empty`, or `never_overwrite`.

link_type accepts these destinations:

`link_type`	Routes the answer to
`none`	Nothing. The answer is captured only.
`profile`	A Profile field, comms or appearance attribute, or custom attribute (set by `link_target`).
`transaction`	The related transaction.
`transaction_item`	A specific transaction line item.
`rating`	A new Rating. `link_target` sets the score type, for example `nps`, `csat`, `ces`, `product`, `place`, or `staff`.
`interaction`	An Interaction record.
`appointment`	The related appointment.
`connection`	A profile Connection.

For how link_target is shaped per destination, the write policies, and the observable result of each route, see Routing answers in the concept and Submitting questionnaires and routing answers.

Link configuration is not versioned. It lives on the Question directly, so changing where answers route affects future submissions only. Answers already written keep the destination they were routed to.

Versioning

Questions are versioned. Editing a question’s wording, type, or options creates a new immutable version and advances the question’s current version. Answers already captured stay pinned to the version that was active when they were given, so editing a question never rewrites historical responses.

The question response shape

Reading a question with GET /questions/{question} returns the versioned shape. The rendering fields you sent at the top level on create come back nested under current_version, and every version the question has had is listed in versions[]:

{
  "data": {
    "id": 42,
    "handle": "nps-score",
    "name": "NPS score",
    "description": "Likelihood to recommend, 0 to 10.",
    "is_system": false,
    "is_active": true,
    "meta": {},
    "link_type": "rating",
    "link_target": "nps",
    "link_write_policy": null,
    "is_live": true,
    "current_version": {
      "id": 108,
      "question_id": 42,
      "version": 2,
      "label": "How likely are you to recommend us to a friend or colleague?",
      "description": "Likelihood to recommend, 0 to 10.",
      "help_text": "0 means not at all, 10 means extremely likely.",
      "icon": null,
      "image_url": null,
      "type": "slider",
      "options": [],
      "validation": { "min": 0, "max": 10 },
      "default_value": null,
      "live_from": null,
      "live_to": null,
      "answer_ttl_days": 90,
      "created_at": "2026-06-01T04:12:55Z",
      "updated_at": "2026-06-01T04:12:55Z"
    },
    "versions": [
      {
        "id": 96,
        "question_id": 42,
        "version": 1,
        "label": "How likely are you to recommend us?",
        "description": "Likelihood to recommend, 0 to 10.",
        "help_text": "0 means not at all, 10 means extremely likely.",
        "icon": null,
        "image_url": null,
        "type": "slider",
        "options": [],
        "validation": { "min": 0, "max": 10 },
        "default_value": null,
        "live_from": null,
        "live_to": null,
        "answer_ttl_days": 90,
        "created_at": "2026-05-02T22:40:03Z",
        "updated_at": "2026-05-02T22:40:03Z"
      },
      {
        "id": 108,
        "question_id": 42,
        "version": 2,
        "label": "How likely are you to recommend us to a friend or colleague?",
        "description": "Likelihood to recommend, 0 to 10.",
        "help_text": "0 means not at all, 10 means extremely likely.",
        "icon": null,
        "image_url": null,
        "type": "slider",
        "options": [],
        "validation": { "min": 0, "max": 10 },
        "default_value": null,
        "live_from": null,
        "live_to": null,
        "answer_ttl_days": 90,
        "created_at": "2026-06-01T04:12:55Z",
        "updated_at": "2026-06-01T04:12:55Z"
      }
    ],
    "created_at": "2026-05-02T22:40:03Z",
    "updated_at": "2026-06-01T04:12:55Z"
  }
}

Create and read use different shapes. On create you send the rendering fields (label, type, options, validation, default_value, live_from, live_to, answer_ttl_days, help_text, icon, image_url) at the top level of the request body. On read those same fields come back nested under current_version, because each edit produces a new version. Identity and routing fields (handle, name, is_active, link_type, link_target, link_write_policy) stay at the top level and are never versioned.

Top-level fields

Field	Type	Notes
`id`	integer	The question id.
`handle`	string	Stable identifier. Not versioned.
`name`	string	Internal human name. Not versioned.
`description`	string	Internal description.
`is_system`	boolean	True for questions Omneo ships as standard.
`is_active`	boolean	Whether the question is available for use.
`meta`	object	Free-form metadata.
`link_type`	enum	Routing destination. Not versioned.
`link_target`	string	Destination within the `link_type`. Not versioned.
`link_write_policy`	enum	Overwrite policy. Not versioned. Null when not set.
`is_live`	boolean	Whether the current version is within its live window now.
`current_version`	object	The active version’s rendering fields. See below.
`versions`	array	Every version, past and current, each with the same shape as `current_version`.
`created_at`	datetime	When the question was first created.
`updated_at`	datetime	When the question last changed.

Version fields

current_version and every entry in versions[] share this shape:

Field	Type	Notes
`id`	integer	The version id. Referenced from a submitted answer as `question_version_id`.
`question_id`	integer	The question this version belongs to.
`version`	integer	Version number, increasing with each edit.
`label`	string	Question text for this version.
`description`	string	Internal description for this version.
`help_text`	string	Guidance shown under the label.
`icon`	string	Icon reference for rendering.
`image_url`	string	Image shown with the question.
`type`	enum	Input type.
`options`	array	Choice list for select and stepped slider inputs.
`validation`	object	Validation rules.
`default_value`	any	Pre-filled value.
`live_from`	datetime	Start of the active window.
`live_to`	datetime	End of the active window.
`answer_ttl_days`	integer	Re-ask cool-down in days.
`created_at`	datetime	When this version was created.
`updated_at`	datetime	When this version last changed.

Reading, updating, and deleting a question

Operation	Method and path
Read one question	`GET /questions/{question}`
List questions	`GET /questions`
Update a question	`PUT /questions/{question}`
Delete a question	`DELETE /questions/{question}`

Update a question by sending only the fields you want to change:

curl -X PUT "https://api.[tenant].getomneo.com/api/v3/questions/{question}" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "label": "How likely are you to recommend us to a friend or colleague?"
  }'

Editing any rendering field (label, type, options, validation, default_value, help_text, icon, image_url, live_from, live_to, answer_ttl_days) creates a new version and advances current_version. Editing an identity or routing field (name, is_active, link_type, link_target, link_write_policy) updates it in place with no new version. Delete a question with DELETE /questions/{question}.

Custom fields on questions and questionnaires

Both questions and questionnaires accept custom fields, the same typed-metadata pattern used elsewhere in Omneo (see Custom attributes). A custom field extends the resource with a value addressed by a namespace and a handle, so you can attach integration-specific data without changing the question or questionnaire shape. Create a custom field on a question:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questions/{question}/custom-fields" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "namespace": "reporting",
    "handle": "category",
    "name": "Reporting category",
    "value": "experience",
    "type": "string"
  }'

A successful create returns 200:

{
  "data": {
    "name": "Reporting category",
    "handle": "category",
    "namespace": "reporting",
    "value": "experience",
    "type": "string",
    "custom_fieldable_type": "question",
    "is_index": false
  }
}

Request fields

Field	Type	Notes
`namespace`*	string	Groups related fields. Combined with `handle` to address the value.
`handle`*	string	Identifier within the namespace.
`value`*	any	The stored value, typed by `type`.
`type`*	string	The value’s data type.
`name`	string	Human-readable label.

Response fields

Field	Notes
`name`	Human-readable label.
`handle`	Identifier within the namespace.
`namespace`	Namespace the field belongs to.
`value`	The stored value.
`type`	The value’s data type.
`custom_fieldable_type`	The resource the field is attached to, `question` or `questionnaire`.
`is_index`	Whether the field is indexed for lookup.

Managing custom fields

Operation	Method and path
List fields	`GET /questions/{question}/custom-fields`
Add a field	`POST /questions/{question}/custom-fields`
Update a field	`PUT /questions/{question}/custom-fields/{customField}`
Delete a field	`DELETE /questions/{question}/custom-fields/{customField}`

Questionnaires expose the same collection at /questionnaires/{questionnaire}/custom-fields, with the same request and response shape. The custom_fieldable_type comes back as questionnaire there.

Creating a Questionnaire

A Questionnaire groups questions into an ordered form. Create one with a purpose and a nested questions array of slots:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questionnaires" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Post-visit feedback",
    "handle": "post-visit-feedback",
    "purpose": "post_visit",
    "questions": [
      { "question_handle": "nps-score", "mapping_key": "nps", "sort_order": 1, "is_required": true },
      { "question_handle": "visit-comment", "mapping_key": "comment", "sort_order": 2, "is_required": false }
    ]
  }'

A successful create returns 201.

Field reference

Field	Type	Notes
`name`*	string	Human name for the form.
`handle`	string	Stable identifier for the questionnaire.
`purpose`	enum	Context the form is used in. One of `booking`, `general`, `waitlist`, `walk_in`, `pre_visit`, `post_visit`, `cancellation`, `profile_onboarding`, `interaction`, `survey`.
`description`	string	Internal description.
`questionnaireable_type`	string	Owner object type, when the form is attached to another object such as an appointment definition.
`questionnaireable_id`	string	Owner object id, paired with `questionnaireable_type`.
`profile_id`	uuid	Targets the form at a single Profile.
`questions`	array	The ordered question slots. See below.
`pages`	array	Optional pages for multi-step forms.

Ownership

A questionnaire can be owned three ways:

Ownership	How to set it
Attached to an object	Set `questionnaireable_type` and `questionnaireable_id`, for example an appointment definition that carries its booking questions.
Targeted at a Profile	Set `profile_id`.
Global	Set neither. The form floats free and is found by its `purpose` and `handle`.

At most one active questionnaire exists per owner and purpose, so an owner cannot have two active post_visit forms at once.

Question slots

Each entry in questions is a slot that pins a question into the form:

Slot field	Notes
`question_id`	The question to include, by id. Use this or `question_handle`.
`question_handle`	The question to include, by handle.
`mapping_key`	A key for this slot within the form, used to address the answer and for conditions.
`sort_order`	Position in the form.
`is_required`	Whether an answer is mandatory.
`visibility_condition`	A rule that shows or hides the slot based on earlier answers or profile attributes.

Pages

Multi-step forms group slots into pages. Each page carries a title, optional description, image_url, section_header, sort_order, and its own questions array of slots.

Versioning

Questionnaires are versioned like questions. Each change to the slot list creates a new version, and every submission is pinned to the version it was filled under.

The questionnaire response shape

Reading a questionnaire with GET /questionnaires/{questionnaire} returns its identity, ownership, and the pages[] of the current version, each page carrying its own question slots:

{
  "data": {
    "id": 7,
    "name": "Post-visit feedback",
    "handle": "post-visit-feedback",
    "description": "Sent after an in-store visit.",
    "questionnaireable_type": null,
    "questionnaireable_id": null,
    "profile_id": null,
    "purpose": "post_visit",
    "is_active": true,
    "meta": {},
    "pages": [
      {
        "id": 21,
        "questionnaire_version_id": 15,
        "sort_order": 1,
        "title": "Your visit",
        "description": "Tell us how it went.",
        "image_url": null,
        "section_header": "Experience",
        "questions": [
          { "id": 51, "question_handle": "nps-score", "mapping_key": "nps", "sort_order": 1, "is_required": true },
          { "id": 52, "question_handle": "visit-comment", "mapping_key": "comment", "sort_order": 2, "is_required": false }
        ]
      }
    ],
    "created_at": "2026-05-10T02:00:00Z",
    "updated_at": "2026-05-10T02:00:00Z"
  }
}

Top-level fields

Field	Type	Notes
`id`	integer	The questionnaire id.
`name`	string	Human name for the form.
`handle`	string	Stable identifier.
`description`	string	Internal description.
`questionnaireable_type`	string	Owner object type. Null when the form is standalone.
`questionnaireable_id`	string	Owner object id, paired with `questionnaireable_type`.
`profile_id`	uuid	Set when the form is targeted at a single Profile.
`purpose`	enum	Context the form is used in.
`is_active`	boolean	Whether the form is available.
`meta`	object	Free-form metadata.
`pages`	array	Pages of the current version. See below.
`created_at`	datetime	When the form was created.
`updated_at`	datetime	When the form last changed.

Page fields

Each entry in pages[] has this shape:

Field	Notes
`id`	The page id. Set as `questionnaire_page_id` when placing a slot on this page.
`questionnaire_version_id`	The questionnaire version this page belongs to.
`sort_order`	Page position in the form.
`title`	Page heading.
`description`	Page description.
`image_url`	Page image.
`section_header`	Section grouping label.
`questions`	The question slots on this page.

Adding a question slot to an existing questionnaire

To add a slot without rebuilding the form, post to the questionnaire’s questions endpoint:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questionnaires/{questionnaire}/questions" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "question_id": 42,
    "mapping_key": "follow_up",
    "sort_order": 3,
    "is_required": false
  }'

Field	Notes
`question_id`*	The question to add.
`mapping_key`*	Key for the new slot within the form.
`questionnaire_page_id`	Page to place the slot on, for a multi-page form.
`sort_order`	Position in the form.
`is_required`	Whether an answer is mandatory.
`visibility_condition`	Show or hide rule.

A successful create returns 201.

Managing questionnaire pages

Pages group question slots into steps for a multi-step form. Manage them under the questionnaire’s pages endpoint. Add a page:

curl -X POST "https://api.[tenant].getomneo.com/api/v3/questionnaires/{questionnaire}/pages" \
  -H "Authorization: Bearer ${TOKEN}" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "About you",
    "description": "A few details before we start.",
    "section_header": "Profile",
    "sort_order": 1
  }'

A successful create returns 201 and responds with the questionnaire and its updated pages[].

Request fields

Field	Type	Notes
`title`	string	Page heading.
`description`	string	Page description.
`image_url`	string	Page image.
`section_header`	string	Section grouping label.
`sort_order`	integer	Page position in the form.

Managing pages

Operation	Method and path
List pages	`GET /questionnaires/{questionnaire}/pages`
Add a page	`POST /questionnaires/{questionnaire}/pages`
Update a page	`PUT /questionnaires/{questionnaire}/pages/{page}`
Delete a page	`DELETE /questionnaires/{questionnaire}/pages/{page}`

Place a slot on a page by setting questionnaire_page_id to the page id when you add a question slot, as shown above.

Reading, updating, and deleting a questionnaire

Operation	Method and path
Read one questionnaire	`GET /questionnaires/{questionnaire}`
List questionnaires	`GET /questionnaires`
Update a questionnaire	`PUT /questionnaires/{questionnaire}`
Delete a questionnaire	`DELETE /questionnaires/{questionnaire}`

Editing the slot list or pages creates a new version and advances the current version. In-flight submissions stay pinned to the version they were filled under, so a change never rewrites answers already recorded.

Errors

Status	When
`401`	The bearer token is missing or invalid.
`403`	The token is valid but lacks the scope or permission for the operation.
`404`	The question, questionnaire, page, or custom field does not exist, or a nested resource is not under the parent named in the path.
`422`	Validation failed. Creating a question requires `handle`, `label`, and `type`.

​The three layers

​Creating a Question

​Field reference

​Availability and re-asking

​Choice and slider inputs

​Link configuration

​Versioning

​The question response shape

​Top-level fields

​Version fields

​Reading, updating, and deleting a question

​Custom fields on questions and questionnaires

​Request fields

​Response fields

​Managing custom fields

​Creating a Questionnaire

​Field reference

​Ownership

​Question slots

​Pages

​Versioning

​The questionnaire response shape

​Top-level fields

​Page fields

​Adding a question slot to an existing questionnaire

​Managing questionnaire pages

​Request fields

​Managing pages

​Reading, updating, and deleting a questionnaire

​Errors

​Related

The three layers

Creating a Question

Field reference

Availability and re-asking

Choice and slider inputs

Link configuration

Versioning

The question response shape

Top-level fields

Version fields

Reading, updating, and deleting a question

Custom fields on questions and questionnaires

Request fields

Response fields

Managing custom fields

Creating a Questionnaire

Field reference

Ownership

Question slots

Pages

Versioning

The questionnaire response shape

Top-level fields

Page fields

Adding a question slot to an existing questionnaire

Managing questionnaire pages

Request fields

Managing pages

Reading, updating, and deleting a questionnaire

Errors

Related