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 a survey you must be an admin or writer user and have the “Create Surveys” privilege enabled. Learn how to enable this privilege in the How to Allow Users to Create And Share a Survey KB article.
To allow users to edit a survey you must grant them permission on that particular survey. Learn more about survey permissions in this KB article.
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.
How To 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, first make sure you have the “Create Surveys” privilege enabled. See the “How to Enable the “Create Surveys” Privilege” section below.
Next:
Set the context to a specific component that you would like to use as the basis
Open the right side bar menu on the Workspace page and click on the option "Create survey from component".
Make any changes to the preconfigured questions in the Survey Sections tab.
Click on Save changes and set it to LIVE.
Grant users access to your survey by assigning them permission:
Navigate to the Surveys overview page
Click on the three-dot menu next to the name of your survey and select “Manage permissions”
Assign users or a group of users the “Administrator” or “Writing” permissions. Learn more about permissions in the section below.
The applications with an exclamation mark (!) in the status column indicate that they are missing one or more required questions (fields, references, etc.).
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.
FAQ
Can I add my own logo to surveys?
You can add your logo of choice in surveys. You can do so under the settings on the Survey Overview page (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-dot menu and select "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 on the Survey Overview Page outside of Ardoq, but its capabilities are limited. In Ardoq you can see Survey submissions either in the 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.
I have a writer user to whom I assigned create survey permissions and on the workspace I have tried both(read/write) permissions but the writer user cannot find the workspace in the survey.
This is by design. The writer user needs admin access to the underlying workspace. This is because managing a survey on a workspace requires administration as it grants many people the ability to edit data within the workspace
Why is the "Create Component" button not appearing in my survey?
The "Create Component" button will not appear in your survey if the "Name" field for the component is set to "Read-only."
When the "Name" field is read-only, survey respondents cannot create new components because they cannot provide a name for the component. This setting is useful when you want respondents to only view or update existing components but not create new ones.
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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