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, as the Surveys look like any other form with explanatory text.
You can create Surveys for specific users/permission groups, and they will only have access to create or update what you decide. Hidden fields enables you to easily identify which changes that have been submitted through Survey submissions.
To create a new Survey, you can either create it from scratch or generate 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.
Read more about creating surveys manually and other advanced features. Continue reading below to learn how to autogenerate a Survey configuration.
Automatically Creating 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:
Set the context to a specific component that you would like to use as the basis
Hover the Survey navigation menu and click on the option Create from
Make any changes to the preconfigured questions in the Survey Sections tab
Click on Save changes and set it to LIVE
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
After your Survey is finished and you are ready to share it with the contributor(s), open the Survey admin panel by clicking on it on the left Menu:
Now you can see which Surveys are live and not when each survey was last updated, and additional options when clicking on the three-dotted lines to the left:
The final step in surveys is to choose who can access the Survey, for example based on role, which permission group the user belongs to, or to specific individuals. Check out all the user roles and permissions you can enable in your workspace.
To let anyone in the organization contribute, set the Contributors permissions to "Access to survey".
Once you have configured the permissions, you can share the URL found at the URL bar when you open the Survey.
Note: Responses to a Survey are submitted directly into the documentation.
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.
Here is a markdown cheatsheet that we recommend: https://github.com/adam-p/markdown-here/wiki/Markdown-Here-Cheatsheet (external page)
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 which 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.
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)
Is it possible to Clone Surveys?
Yes, you can do so in the survey overview by clicking on the ‘three dots' and 'COPY’
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 in 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.