|Template:||Security_groups, Assignable, Basic|
|Hide module on Main Page:||No|
- 1 Short Description
- 2 Business Description
- 3 Custom Actions
- 4 Processes
- 5 Related Features
- 6 Related Integrations
- 7 Structure
- 8 Mentioned in other articles
- 9 Technical Description
- 10 Dev Notes
Module for creating surveys, and analyzing responses.
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
Related Process Steps
|Modified by Name||relate||No||Yes||No|
|Surveys||one-to-many||Survey Questions||One 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|
|Surveys||one-to-many||Survey Responses||One 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|
|Users||one-to-many||Surveys||Specific Sugar user can create many account records, but specific account record can be created by only one user.||Relationship: Users - Surveys|
|Users||one-to-many||Surveys||Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.||Relationship: Users - Surveys|
|Users||one-to-many||Surveys||Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.||Relationship: Users - Surveys|