Show TOC

Process documentationManaging Survey Catalogs

 

The survey catalog maintenance tool allows you to manage your own survey catalogs effectively.

A question belongs to a questionnaire and the options for the answers refer to a specific question in a questionnaire. Therefore, you select a questionnaire in the survey catalog before maintaining the catalog questions. Then you select a question from a questionnaire in the catalog before you maintain the catalog answer options. The result is a hierarchical structure of answer options assigned to questions and questions assigned to questionnaires and questionnaires that are assigned to survey catalogs.

Process

  1. Create a survey catalog

    To create a questionnaire with questions and answer options, go to SAP NetWeaver Business Intelligence (SAP NetWeaver BI) transaction CRM_CAT_MAINTAIN.

    1. Select a questionnaire by double-clicking the relevant row.

    2. Select the relevant question by double-clicking on the relevant row.

    3. Choose Create to create a new questions.

    4. Select the relevant answer options by double-clicking.

    5. Choose Create to create new answer options.

  2. Delete a survey catalog

    1. To delete an entire survey catalog, select the relevant row by double-clicking and choose Delete Row.

      If you do this, you delete all the questions and answers that are assigned to this questionnaire.

    2. To delete questions or answer options, select the relevant row or rows and choose Delete Row.

      If you delete a question, you also delete all the answers that are assigned to that questions.

      Note Note

      If you delete objects from the text or master data tables, the deletion is not physical, it is logical. This means that you set the indicator Master Data Attribute Obsolete (0WS_OBSFLAG) to true. So, for example, if you delete Questionnaire 4, you cannot recreate it again and you have to choose another name. Therefore, you can only maintain non-obsolete objects with the survey catalog maintenance tool.

      End of the note.

  3. Save and activate a survey catalog

    To create and save new objects to the database, choose Save.

    If you do not choose Save, the data is not activated and when you exit and re-enter the transaction, your changes will have disappeared. This means, for example, if you flag an object as being obsolete, unless you delete and save your changes, it still appears on the screen when you re-enter the transaction.

    If any master data is in version M, the tool asks you if you want to activate the data before you exit the program. However, be aware of the consequences of activation.

    Note Note

    Objects in SAP NetWeaver BI are run in versions to enable you to edit, execute and deliver different characteristics in parallel for an object.

    Note that the version Revised exists only for the duration of the dialog. By using the functions Save or Activate, the edited version is written as an M or A version in the database. The M version is the first edited and saved version of an object. You can never execute this object, as you can only use it for making components in the editing and use of the object. The A version is the active version. You can only execute this version. The D version is the version delivered by SAP in the standard shipment. If you run a version D object (which is like a template object), SAP can deliver objects independently of the version that is active for customers.

    End of the note.
Authorization Check

Each time you start the transaction, the system automatically checks for the authorization object S_TCODE. If you use the profile generator to generate your authorization profiles automatically, the authorizations for the authorization object S_TCODE are contained in the profiles. If you call the transaction indirectly, that is, from another transaction, the authorization check is not performed automatically. Use transaction SE97 to set the indicator that checks whether both the calling and called transactions have been entered and to ensure that the called transactions are also subject to an authorization check.

More Information

For more information, see SAP Note 358122.