Surveys are a great tool for including more stakeholders to contribute with data, without having to learn how to use Ardoq. This is especially powerful for gathering data from the Business side of your organization given that surveys look like any other form with explanatory text.

There are three major use cases for Surveys:

  • Data collection

  • Data enrichment (i.ex. updated, adding attributes)

  • Data validation

This article walks you through how to generate a survey automatically using a component. The type, workspace, all fields, and all references associated with that component will be automatically available as survey questions.

To learn how to manually create a survey, refer to the “How to Manually Create a Survey” KB article.

Table of contents:


Before Getting Started

  • To create and edit a survey you must be an admin user.

  • You can create surveys for specific users and permission groups, and they will only have access to create or update what you decide.

  • You can easily capture data associated with the survey submission using hidden fields.

  • Make sure you enable survey digest emails to receive updates about the survey submission.

Automatically Create a Survey

To save time, a survey configuration can be created automatically by using the model of a specific component as the starting point. To do so:

  1. Set the context to a specific component that you would like to use as the basis

  2. Hover the Survey navigation menu and click on the option Create from

  3. Make any changes to the preconfigured questions in the Survey Sections tab

  4. Click on Save changes and set it to LIVE

Watch this short video to see how to automatically create a survey from a component.

ardoq survey example

Here, applications with an exclamation mark (!) in the status column indicate that they are missing one or more required questions (fields, references, etc.).

How to Set Permissions and Share Surveys

Once you've published your survey, you can share it with your writer, reader, and contributor users.

  1. Open the Survey overview page by clicking on it on the left menu.

  2. Click on the three dot menu next to the name of your survey and select "Permissions".

  3. Grant the "Access to survey" permission to either a group of permissions or individual users who you want to participate in your survey.

    To let anyone in the organization and your contributors submit answers, set the "All organization members" and "Contributors" permissions to "Access to survey".

    Check out all the user roles and permissions you can enable in your workspace.

  4. Once you have configured the permissions, click on the name of your survey to open the Survey Builder. Next, click on the "Open survey" button at the top right corner of your screen to launch the survey.

  5. Grab the survey URL from the address bar and share it with your stakeholders.

    Note: Responses to a Survey are submitted directly into the documentation.

Ardoq survey URL

Markdown in Surveys

Markdown in Survey Descriptions is supported to facilitate easier conversations with stakeholders across your organization. It is possible to add images and create meaningful survey questions by adding visual guidance.

Ardoq surveys markdown

Here is a markdown cheatsheet that we recommend: https://github.com/adam-p/markdown-here/wiki/Markdown-Here-Cheatsheet (external page)

Ardoq survey questions

It is also possible to include URLs in the survey description. Below are some of the points to consider to include markdown URLs.

  • [I'm an inline-style link](https://ardoq.com)

  • Just writing a plain URL will not result in a clickable link

  • A single linebreak written with a single click of the enter button will be rendered as a space.

  • Any linebreak written with more than one click of the enter button will be rendered as a single linebreak that skips one line, regardless of how many times you do it.

Note: Ardoq does not support HTML tags in markdown

Filtering Option in the Survey

The final tab of the survey is called Result Filtering. Result Filtering is an option that can be configured to give Survey contributors the ability to narrow down the list of components that they are seeing. For example, a Result Filter configured to the People workspace, on an ownership reference type, will let owners more easily find components that are relevant to them.

Read more about Result Filtering in How to manually create a Survey.

Ardoq surveys filtering hierarchy

FAQ

Can I add my own logo to surveys?

You can add your logo of choice in surveys. You can do so under the organization settings (as in the image below)

ardoq survey logo

Is it possible to Clone Surveys?

Yes, you can do so in the survey overview by clicking on the ‘three dots' and 'COPY’

ardoq clone survey

Is there any way of creating nested surveys such that there is a single Survey for each Vendor and is navigated by hierarchy, but with only one of the vendors accessible at the time?

If each survey will be sent to different vendors it is possible to make each vendor see only the things related to that vendor using Broadcasts + Graph Search. If, on the other hand, you want to send out multiple surveys to the same people, each limited to include components with a different vendor, you would have to create one broadcast per vendor.

Is it possible to view all the data collected in a tabulated form?

Yes. You can see responses on the Survey Overview Page outside of Ardoq, but its capabilities are limited.

Inside Ardoq you can see Survey submissions either in Grid Editor or Table View. For the table view, however, you will need to ensure the columns match the questions in the survey.

You can also put that view into a presentation if you want non-Ardoq users to be able to see the information.


Please feel free to reach out if you have any remaining questions. We're happy to help with creating the perfect Surveys for your organization.

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