Surveys

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Surveys
Name: Surveys
Tech Name: Surveys
Class Name: Surveys
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: Yes
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

Module for creating surveys, and analyzing responses.


Screens


Business Description

This module allows you to create surveys that will be available for completion via the URL link generated when creating the survey, all responses will be saved and presented in the form of an analysis of responses to individual questions.

When user creating a survey, first must add the content of the question and choose response type: Text, Textbox, Checkbox, Radio, Dropdown, Multiselect, Matrix, Date time, Date, Scale, Rating. More about creating questions and questions options


Whether the survey will be available depends on the status. If the status is "Draft" then the survey is saved in a draft and link to complete the survey isn't generated. To generate the URL, set the status to "Active", then in the detailed view of the survey in the "URL" field, link to the survey will be automatically generated. After entering the link, the user is transferred to the form page. If user want to finish survey must change status "Closed".

Each response is saved in subpanel survey response with the date it was added. In the detailed view of the survey, there is a button "View Survey Reports" which show user the page with the current analysis of the responses obtained from the survey in tabular and graphical form

Custom Actions

Action Type Short Description
Survey Responses Other Subpanel to check submitted responses. All responses are added with the creation date.
View Survey Reports DetailView Button Button to open the page with the analysis of questions and answers

Processes

Related Processes

ProcessShort Description
Create New SurveyProcess of creating a new survey.

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Assigned to relate No Yes Yes
Change log varchar No Yes Depends
Created by relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Description text No Yes Yes
Dissatisfied Text varchar No Yes Yes
Modified by Name relate No Yes No
Name name Yes Yes Yes
Neither Text varchar No Yes Yes
Questions function No Yes Yes
Satisfied Text varchar No Yes Yes
Status enum No Yes Yes
Submit Text varchar No Yes Yes
URL function No Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Surveysone-to-manySurvey QuestionsOne Surveys record can have many related Survey Questions records, but a specific Survey Questions record can be related to only one Surveys record.Relationship: Surveys - SurveyQuestions
Surveysone-to-manySurvey ResponsesOne Surveys record can have many related Survey Responses records, but a specific Survey Responses record can be related to only one Surveys record.Relationship: Surveys - SurveyResponses
Usersone-to-manySurveysSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Surveys
Usersone-to-manySurveysSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Surveys
Usersone-to-manySurveysSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Surveys

Mentioned in other articles


Technical Description

Dev Notes