Surveys

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.

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

Process	Short Description
Create New Survey	Process 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

Laft	Type	Right	Short Description	Relationship
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 modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Surveys
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