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Survey and Questionnaire Example Setup

Provided below is the field setup and layouts for three tables using these data types for a straightforward set of surveys.

Survey Questions

Key fields in this table are the Question Description and Question Name fields. Although the Question Name field is helpful, it isn't necessary to build a functioning survey.

Example Survey Question record

List of Fields

Field Label 

 Data Type 

 Admin Notes 

Answer Details

Text

Used to provide answer type and choices, default values, and ranges so the table view can provide information about the answer as well as just the question. Maximum size: 1000; Display size: 90x2

CommunicationsCommunications Search Result

Created By, Creator Login, Creator Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No


Date Created

Date/Time


Date Updated

Date/Time


History

History


ID

Auto-Increment


Linked Survey Name

Link to selected fields from other table: Survey Types

Allow multiple values: No

Allow entries not in source table: No


Question

Question Description Field

This field is used to define questions and answer types in a normal table record.

Question Name

Short Text

Repeats the question so it can be shown on a table view. Maximum size: 255; Display size: 90x1

Survey Types

Related Table: Survey Types

This related table will show all Survey Types associated with a question.

Updated By, Updater Login, Updater Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No


Survey Types

Key fields in this table are the Survey Definition and Survey Name fields. The Survey Name makes it easier to reference the survey by name elsewhere in the system.

Example Survey Type record

List of Fields

 Field Label 

 Data Type 

 Admin Notes 

Created By, Creator Login, Creator Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No


Date Created

Date/Time


Date Updated

Date/Time


History

History


ID

Auto-Increment


Survey Definition

Survey Definition Field

This field defines the set of questions for each survey type (Survey Name)

Survey Name

Short Text

This field is used so that the surveys can be referenced by name elsewhere in the system. Maximum size: 70; Display size: 30x1

Updated By, Updater Login, Updater Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No


Surveys

This is the main table where the surveys are collected. The survey is shared using a hotlink in an email template in the other process tables. The hotlink creates a new Survey record using a Guest account, so a rule automatically runs when a Survey is created in order to update the Submitter Name based on information in the linked record from the process table.

Example Survey record

List of Fields

Field Label 

 Data Type 

 Admin Notes 

Communications

Communications Search Result


Created By, Creator Login, Creator Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No


Date Created

Date/Time


Date Updated

Date/Time


Definition ID, Show Extra Fields, Survey Definition, Survey Type

Link to selected fields from other table: Survey Types

Allow multiple values: No

Allow entries not in source table: No

This linked set will be used to determine which set of questions to be displayed along with any additional fields to be displayed

History

History


ID

Auto-Increment


Linked Company

Link to selected fields from other table: Companies

Allow multiple values: No

Allow entries not in source table: No

This linked field can be used to display related Surveys in the associated Company record. Default: Linked Company matches Submitter Company

SC Assigned Person, SC Assigned Team, SC Customer Name, SC Customer Phone, SC Date Closed, Support Case ID, SC Priority, SC Summary, SC User Company, SC Assigned Team/Person

Link to selected fields from other table: Support Cases

Allow multiple values: No

Allow entries not in source table: No

Fields populated from the related Support Case. Visible if "Show Extra Fields" is Support Case

SR Assigned Person, SR Assigned Team, Service Request ID, SR Priority, Service Requested, SR Submitter Login, SR Submitter Name, SR Submitter Phone, SR Summary

Link to selected fields from other table: Service Requests

Allow multiple values: No

Allow entries not in source table: No


Submitter Company, Submitter Phone, Submitter Email, Submitter Name, Submitter Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No

Direct link to user fields for person who submitted the survey, populated by a rule from the related record.

Survey Questions

Survey Presentation Field

This field will be used to select the question for a particular survey or questionnaire as well as the defining the order, visibility dependencies and requirements.

Updated By, Updater Login, Updater Team

Link to selected fields from other table: Contacts

Allow multiple values: No

Allow entries not in source table: No