Survey Suite

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You can use the Survey Suite to manage surveys (for example, questionnaires).

Each survey is assigned to a specific application, and can be accessed by expanding the application folder.

Integration

You can also navigate to the style sheets and parameters from the Survey Suite.

Features

You can use the Survey Suite to:

Edit and display surveys
Import and export surveys (XML files)
Translate surveys
Note that you can only translate a survey once you are logged on in the language to which you want to translate. For example, if you want to translate a survey into Spanish, you must be logged on in language Spanish.
Display different survey versions and translations
Test surveys
Generate survey URLs
Create screen format
Maintain survey attributes (technical settings and administrative data)
Create survey PDF files
Import and export style sheets (CSS files) and parameters (XML files)

In Survey Designer, the survey hierarchy is depicted on the left-hand side of the screen, and editing options for layout, formatting, and so on, appear on the right-hand side.

The hierarchy node you select to edit determines the following:

Features that you can add to your survey
These are displayed in the block immediately above Hierarchy Node.
Editing options available
These are displayed on the right-hand side of the screen.

The table below lists the editing options for each hierarchy node you select, as well as nodes that can be added to the survey under each hierarchy node:

Hierarchy Node	Editing Option	Activity	Possible Additions to Survey:
Title			Section
Title	Enter a Title for Survey	Enter a title for survey	Section
Section			Subsection Question Marketing Attribute Section
	Layout	Select: List Table Inline List
	Maintain Texts and Attributes	Enter text for section
Question			Question Answer Marketing Attribute Subsection
	Maintain Question and Attributes	Enter text for question
	Rating Factor	Enter a number. The higher the number, the greater the evaluation weighting applied to the question
Answer			Answer
	Answer Category	Select how the answer is to be displayed in the survey. This determines the format options available
	Display Only	Specify whether user input can be made or not
	Required Field Entry	Select whether an answer is mandatory
	Text Position	Specify whether answer text is left- or right-justified
	Visible Field Length	Specify the character length of the answer field that appears in the survey
	Max. Field Length	Specify the maximum character length of the answer field that appears in the survey. This must be equal to or larger than the visible field length
	Lines	Specify the number of lines available for a text answer
	Columns	Specify the number of columns available for a text answer
Answer Option
	Maintain Answer and Attributes	Enter text for answer
	Answer Preassignment	Specify default answer
	Rating	Enter a number. The higher the number, the greater the evaluation weighting applied to the answer
	Selected	Specify this answer option as the default answer
Pushbutton			Submit Button Reset Button
Save	Text	Enter a text to appear on the button in the survey
Reset	Text	Enter a text to appear on the button in the survey

Activities

You call up the Survey Suite by choosing Start of the navigation path Customizing for CRM Next navigation step CRM Cross-Application Components Survey Suite End of the navigation path .