Note: Surveys is a paid add-on. Contact us if you’d like to activate a trial for your account.

Surveys can be a great tool for including more users to contributing with data, without having to learn how to use Ardoq. This is especially good for gathering data from the Business side of your organization, as the Surveys look like any other google form with explanatory text. 

You can custom create Surveys for specific users/users groups, and they will only have access to create or update what you decide. Hidden fields gives you the possibility to make sure you can easily find anything coming from the Surveys.

To create a new Survey, you have two options. Either create it from scratch, or create it "automatically". "Automatically" in this case, means you auto-generate it from a component and get the type, Workspace, all fields, and all references associated with that component as Survey questions. To learn more about creating Surveys, please check out the videos below:

Run through of Survey functionality and manual create a Survey

Automatically create a Survey

Permission control and sharing Surveys

After your Survey is finished and you want to share it with the contributer(s), open the Survey admin panel by clicking on it on the left Menu:

Now you see which Surveys are live and not, when it was last updated, and additional options when clicking on the three dotted lines.

You can now choose to give every user in your organization access to the Survey (they still need the URL), or only specific users. Note that only Ardoq Users can get access, but as Survey permissions override workspace permissions, a Read user and still contribute via the Survey.

After the correct user(s) have access, you share the URL found at the URL bar when you open the Survey you want to share.

Markdown in Survey Descriptions is supported to facilitate easier conversations with your organization. 

Create meaningful survey questions by adding visual guidance.

Need a markdown cheatsheet? We recommend the following - https://github.com/adam-p/markdown-here/wiki/Markdown-Here-Cheatsheet

Please feel free to reach out if you have any questions, or need more help with creating the perfect Surveys for your organization!

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