Survey Suite process steps

Hi
Can you post the process steps involved in configuring survey suite.
Thx

Hi ,
The below are the steps for the Survey Suite process .
> Open transaction CRM_SURVEY_SUITE
> Left side you get to see the Application Areas like Leads , Opportuities , Activities , Marketing , Contract , Examples etc.... Click on the Application that you would like to create the Survey .
> You get to see the Popup displayed on your screen . Enter the name of your Survey .
Then you get the Popup saying 'Survey does not exist new Templete will be created ' .
The control will be taken to new screen .
> Left side of the screen the first option you see is the 'Title of the Survey ' . Right hand side screen you can type the Survey Title and Save it .
> The option you find ' Maintain Text and Attributes ' . Right Click on this and select ' Insert Question ' .
> Right hand side you need to fill the ' Attributes for the Question ' like
Question Text and the Rating Factor .
> Right Click on the ' Question ' and select the ' Insert Answer ' option . And Right hand side you get the different Answer types and select accordingly and also enter the Rating Factor .
This is the procedure to create the Survey Questionnire . And based on the Rating Factor qualification of the Survey depends .
Hope it helps you in the Survey Creation process .
Regards,
Nagaraju D

Similar Messages

"Dynamic List Box with Single Selection" Survey Suite in CRM 6.0

Hi
I am using CRM 6.0. There in Survey Suite there are 2 answering options "Dynamic List Box with Single Selection" & "Dynamic List Box with Multiple Selection". I am able to make out, how we can assign values to this. I have seen example "Example_Dynamic_survey" also.
I believe we have to use programming for populating this. But how do we have to carry that out.
Thanx and Regards
Hitesh

Hi Hitesh,
There is no need of programming for populating values for Answer category 'List Box with Single Selection' or 'List Box with Multiple Selection'. You have to follow the following steps to populate values for those:
- In the Answer Category select List Box with Single Selection from drop down list
- Then on left hand side tree, right click on Answer and select Insert Answer Option (Answer->Insert Answer Option)
- Then on right side, provide Text for the answer (value)
- To add more values, repeat the process Answer->Insert Answer Option and providing text for those answers in the right side.
Similarly you can populate values for 'List Box with Multiple Selection' also.
This has to be done in the transaction CRM_SURVEY_SUITE.
Hope this is clear to you
regards
Srikantan

Survey Suite and Marketing Attributes

Hi there,
I just have a problem concerning oure Survey suite in CRM5. I created some test surveys, because this is very new to me. When I create a normal survey with questions and answerd, then it is displayed correct in the PCUI Framework of oure SAP Portal. When I use the function "add questions from marketing attributes" then everything seems to be fine, the questionaire looks good, the questions and answers are there, but when I try to test it in the Activities (PCUI or GUI) then nothing is there, only the normal questions generated.
Is there a difference between normal questions and thoose generated from marketingattributes?
Kind regards
Christian

Not sure about the Activities folder, but I always create my Survey's in the Marketing folder of Survey Suite and our survey's display the questions and write the answers to the attributes.
Have you reviewed Gregor's Campaign/Survey Blog?
/people/gregor.wolf3/blog/2006/07/22/create-run-and-analyze-an-e-mail-campaign-with-a-survey-part-1
I found it very helpful in the early part of my learning process.

CRM Survey Suit

Try to generate URL from Survey Suit,i cant see
any value in "GetFile = ??" and "SendFile=??" This has to be in this format
Get File: CRM_SVY_BSP_xxx_yyy.XML (xxx,yyy being the current CRM system name)
Send File: CRM_SVY_BSP_xxx_yyy.XML (xxx,yyy being the current CRM system name)
Where in the BSP this has to be configured. Another question is where this XML for page is stored.
Thanks

Hi guys,
where i can get the result, the answer of the survey i save in the bsp page¿? Once i fill the web survey i press the button 'send', later it appears a sucessful message, and an url of this type:
http://my.system:port/sap(bD1lcyZjPTMwMA==)/bc/bsp/sap/crm_svy_server/Result.htm?sap-params=c3Z5X2Nvb....
What is the next step? What i have to do with this? any table with the answer¿?
Regards and thanks in advance..
Mon
Edited by: Mon on Apr 3, 2008 10:51 AM

Generating URL in Survey Suite

Dear friends,
When i am using Survey Suite functionality in CRM Marketing configured step by step by SAP Best practice document C22 . Under Generating URL step i am getting URL.While testing URL a blank screen appears with no error. Plz suggest in detail reward points will be awarded.
with regards
Sachin Sonkar

hi sindhu
this is sachin's workmate.as per ur suggestion we have tested the url with the mail form.but still its generating a blank screen
moreover i wud like to add that when we tested it at backup with crm server where u can test the surveysuite url
we are getting this error
"BSP Exception: Das Objekt default.htm in der URL /sap/bc/bsp/sap/crm_svy_server/default.htm?sap-client=100&sap-sessioncmd=open ist nicht gültig."
please suggest sumthin if u know.
help will definitely be appreciated
regards
ashish

Generate Survey URL outside the Survey Suite

Hi All,
I want to generate a Survey URL when clicking on a self created button in the WebUI, to navigate to this generated URL.
I know that I can create such a link in the survey suite, but I want to do it dynamicly with a Button on a different view.
When pressing the button I should have things like survey ID and survey version available to use them for the generation.
While trying some things and playing around I found the function "CRM_SVY_PREVIEW_GET" in the function Pool "CRM_SVY_SUITE" that is executed when I am creating this URL in the Survey Suite, so my first guess is to take this function for it.
But I am afraid, that I don't have the needed XML-Parameters for the function, so I am a bit stuck.
Maybe someone knows where these "paths" of the XMLs are stored in SAP?
Any advice is highly appreciated!
Perhaps I am on a completely wrong way?
Many thanks in advance!
Cheers
Dennis

Hi Gregor,
I have already tried the parameter XML which can be used for the BSP based process which is working fine for internal user. I can see the survey,input my options as well which gets saved Successfully.
But when this survey link does not work and open out side the company domain.
I was told that in order to make the links accessible out side company domain I will have to create XML parameter file under PARAMETER XML's "http". But while copying standard parameter file and saving it its asking me for connector ID and decliing to save the XML file.
I want to know what exactly is this connector ID and where can I get it so that i can make entries as below and genarate the URL
Field name User action and values
Get Option----
http
Get File ZCRM_SVY_HTTP_SYSTEMPARAM_<systemID>_<client>.XML
Send Option----
http
Send File ZCRM_SVY_HTTP_SYSTEMPARAM_<systemID>_<client>.XML
Regards
Arup

Survey Suit in CRM

Dear SAP Guru's,
Could anyone plz help me how to go about using a Survey suit.
I have created a questionnaire in CRM_SURVEY_SUIT.
Kindly plz share any info about implementing a Survey Process.
Is there any TX. Code to call the Survey Sheet in CRM system. Plz help me with ur experience.
Regards,
Amit

Hi Amit,
I am giving the example how to create questionnaire with Survey Suite for Activities, repeat the same according to your object
Defining Questionnaires
Use
The questionnaire in the activity is based on the survey. A survey is created in the Survey Suite. This is a tool for managing surveys, opinion polls and questionnaires. The surveys can be found in the left area of the Suite. The surveys for each application are found in the corresponding folders in the tree.
For an overview of the available surveys for the relevant application, open the folder for that application.
To display the content of a survey, double-click the survey you wish to see. The content is displayed on the right hand side of the screen.
If a translation has been created for a survey, and is available, the symbol next to the survey in the tree is the symbol for the "Translate" function.
It is possible to copy an existing survey. In this way, you make savings by reusing questionnaires in the same or similar survey projects.
Procedure
To carry out the activity, choose one of the following navigation options:
Transaction Code CRM_SURVEY_SUITE
IMG Menu Customer Relationship Management  Transactions  Settings for Activities  Questionnaires  Define Questionnaires
General Settings for the Questionnaire:
1. Enter the transaction code CRM_SURVEY_SUITE to start the Survey Cockpit.
The Overview of Surveys screen appears.
2. In the list of applications choose the component ACTIVITY.
a. Press button Create (F5) to create a new questionnaire.
b. If you have already assigned a survey to the component, you can choose button Change (F6) to maintain it.
c. If you are copying an existing survey from another application, select the survey, choose the button Copy (F7), assign your newly created survey to application ACTIVITY and rename the survey.
You can edit your questionnaire in the Survey Builder that is opened for case a. and b.
A template is generated for a newly created survey. It already contains a survey title and a section with a question/answer and pushbuttons to send or reset the filled out questionnaire.
3. You can maintain survey attributes (CTRL + F12) to make central settings for your questionnaire.
The system opens a dialog box in which you can decide, for example, whether the survey can still be changed after sending or for which scenarios is it valid.
Create Survey Elements:
1. In the upper left screen area, select the hierarchy node in the structure view of the questionnaire.
2. Choose Insert Section to create a group of individual questions that belong together as regards subject.
The system displays detailed information for the section in the lower left screen area.
3. In the Text field enter a name that is to appear as the title of the question group in the survey.
4. Select the new section and choose Insert Question to define your questions. The system displays entry fields in which you can enter the question text, ID (is visible in expert mode) and the rating factor.
A question consists of the attributes question text, Id, and rating factor, which you must maintain and also of as many answers as required.
A unique Id must be assigned to each question. This Id is necessary for the later evaluation of the completed survey. The system gives you a suggestion for a unique Id, but you can overwrite this.
With the rating factor, you can control the quantitative evaluation of the survey. The higher the rating factor, the greater the weighting of the question in the evaluation. In the evaluation, the calculation is made by multiplying the rating factor of each question by the rating of the selected answer.
5. Select your question and choose Insert Answer to pre-define your answers. The system displays entry fields.
An answer consists of answer attributes and answer options. According to the answer category, the answer can contain one or more answer options. For input fields and text areas, only one answer option per answer is allowed, for radio buttons, check- boxes and list boxes, as many answer options as required are possible.
A unique Id (is visible in expert mode) must be assigned to every answer. This Id is necessary for the later evaluation of the completed survey. The system will give you a suggestion for a unique Id, but you can overwrite this.
You can also determine whether the text is placed to the left or the right of the input element and whether the answer should be in display format only and therefore unchangeable.
For input fields and text areas, you must also specify the size.
If necessary, select one of the answer options as a default value that is already selected when you open the questionnaire.
6. Add other questions/answers that you want to ask in this section or create new sections with questions/answers.
The system updates the status of the questionnaire in the structure view and in the preview every time as soon as you confirm your entries.
7. To change the attributes of a survey element you created, you have to double-click on it in the structure view.
8. Choose Save.
You can run a test for the created survey (CTRL + F8).
9. Go back (F3) and activate your survey (CTRL + F1).
After creating the questionnaire you got to create an URL for this, If you wish to use it in E-Mails. Pleas refer to the following two links to Create an URL
https://www.sdn.sap.com/irj/sdn/profile?userid=3527467
Re: CRM Survey Suit
As per my Knowledge there is no Specific config guide for this
Reward points if it helps
Murali

Internet scenario - survey suite

Hello all,
i am new to crm marketing. I was wondering if anyone has done an internet scenario for the survey suite.
I have already created the survey but I just do not know how i can implement this in an internet scenario.
When i try to generate an URL for the survey, I selected http option, but the get/send options return empty dropdown fields. From further reseach, i found out that it was due to wrongly defined XML parameters. But still get an error msg saying that the "ConnectorID not (yet) defined.
I then did further research and found that I need to install a survey servlet and I installed the survey servlet but in the end, I still get the error message "ConnectorID not (yet) defined".
Does anyone know what else I need to do or if I;missing any steps?
p/s: We are currently using CRM 5.0. Amd I have exhausted all resources. Would greatly appreciate for pointers/guidance

Hi Lee,
I have successfully created and triggered the survey as part of one of campaign execution. The survey URL is seen in the delivered mail and also I am able to create a activity for the response of the survey. It also should work in your scenario.
Just follow the best practice document C22 step by step and you should be able to trigger survey successfully.
Let me know, if you have any difficulties.
Do not forget to reward if it helps,
Regards,
Paul Kondaveeti

R12 Process Step for Windows XP

Hi,
I am planning to install R12 in my laptop on XP Professional SP-2 operating system, it will be great if anyone has process step can you please share,

Check the following thread, it may be helpful:
Oracle E-Business Suite R12 Installation Steps on Windows XP
Oracle E-Business Suite R12 Installation Steps on Windows XP

Survey suite in BW

Hi gurus,
I want to use survey suite which exists in BW how to use/configure it please provide me step by step
Instruction.
Thanks in Advance
Regards,
Rakesh

Hi,
Check out the thread:
Survey Suit in CRM
Hope it helps,
Supriya

VB script to kill all PC Suite processes

Hello :-)
You know how some PC Suite components hang when the connection with the phone is interrupted? And how you have to log off and back on to clear it?
I got fed up of doing that so knocked up this VB script and called it "PC Suite kill.vbs". Snappy name, eh? Maybe I should take up copywriting.
It's developed and tested (= hacked together) with PC Suite 6.7.0.22 on Windows XP Pro SP2. Please back up all your data and lock your daughters away before trying it at home. Guaranteed no registry hacks.
If you try "PC Suite kill.vbs" on another version of PC Suite and Windows and it doesnt kill PC Suite and all its components it's probably because the "path names" of the programs are different. To solve this problem there's another VB script below, snappily named "Get info on all processes.vbs", that should give the pathnames on your computer. You have to start PC Suite and whichever component(s) are not being killed then run "Get info on all processes.vbs, look in C:\temp.txt for the pathnames and copy-and-paste them into your copy of "PC Suite kill.vbs".
Feedback appreciated -- would be nice to make "PC Suite kill.vbs" detect the PC Suite version and Windows version and adapt itelf accordingly.
Here come the scripts. No file attachment facility on this board so they're in the message. Beware split lines.
=== "PC Suite kill.vbs" starts ===
' Nokia PC Suite kill
' Usage:
' * No options or arguments
' * Developed and tested with PC Suite 6.7.0.22 and Windows XP Pro SP2
' 30may06 Charles Atkinson
' * Quick and dirty to kill all PC Suite processes.
' Written because parts of PC Suite hang if the connection with the phone is interrupted
' Acknowledments to Hans-Georg Michna (www.michna.com/nokia6230.htm) for the idea and .BAT example
' Wishlist
' * Detect PC Suite and Windows versions and modify behaviour to suit
' * Cope with %systemroot% being other than C:
Option Explicit
' Declare constants
Const strComputer = "."
' Declare variables
Dim intCounter
Dim intProcessNamesIdxMax
Dim objProcess
Dim objShell
Dim strProcessNames(14)
' Initialise variables
strProcessNames(1) = "C:\PROGRA~1\COMMON~1\PCSuite\Services\SERVIC~1.EXE"
strProcessNames(2) = "C:\PROGRA~1\COMMON~1\Nokia\MPAPI\MPAPI3s.exe"
strProcessNames(3) = "C:\PROGRA~1\COMMON~1\PCSuite\DATALA~1\DATALA~1.EXE"
strProcessNames(4) = "C:\PROGRA~1\COMMON~1\PCSuite\Services\SERVIC~1.EXE"
strProcessNames(5) = "C:\Program Files\Nokia\Nokia PC Suite 6\ApplicationInstaller.exe"
strProcessNames(6) = "C:\Program Files\Nokia\Nokia PC Suite 6\AudioManager.exe"
strProcessNames(7) = "C:\Program Files\Nokia\Nokia PC Suite 6\ConnectionManager.exe"
strProcessNames(8) = "C:\Program Files\Nokia\Nokia PC Suite 6\ContentCopier.exe"
strProcessNames(9) = "C:\Program Files\Nokia\Nokia PC Suite 6\ImageConverter.exe"
strProcessNames(10) = "C:\Program Files\Nokia\Nokia PC Suite 6\ImageStore.exe"
strProcessNames(11) = "C:\Program Files\Nokia\Nokia PC Suite 6\LaunchApplication.exe"
strProcessNames(12) = "C:\Program Files\Nokia\Nokia PC Suite 6\MultimediaPlayer.exe"
strProcessNames(13) = "C:\Program Files\Nokia\Nokia PC Suite 6\OneTouchAccess.exe"
strProcessNames(14) = "C:\Program Files\Nokia\Nokia PC Suite 6\PcSync2.exe"
intProcessNamesIdxMax = 14
' For each process
For each objProcess in GetObject( "winmgmts:" ).InstancesOf( "Win32_Process" )
' Compare with each known PC Suite process
For intCounter = 1 To intProcessNamesIdxMax Step 1
' And if it matches
If strProcessNames( intCounter ) = objProcess.ExecutablePath Then
objProcess.Terminate
Exit For
End If
Next
Next
Wscript.Quit 0
=== "PC Suite kill.vbs" ends ===
=== "Get info on all processes.vbs" starts ===
' Get info on all processes
' Usage:
' * No options or arguments
' * Output to C:\temp.txt
' * Developed and tested with Windows XP Pro SP2
' 30may06 Charles Atkinson
' * Quick and dirty to get info on all processes.
' Written to get full path names for PC Suite processes for "PC Suite kill and restart.vbs"
' Declare constants
Const intForWriting = 2
' Open text file for writing
Set objFSO = CreateObject( "Scripting.FileSystemObject" )
Set objTextFile = objFSO.OpenTextFile( "C:\temp.txt", intForWriting, True )
' For each process ...
for each objProcess in GetObject( "winmgmts:" ).InstancesOf( "Win32_Process" )
strCreationDate = Mid(objProcess.CreationDate,7,2) & "/" & Mid(objProcess.CreationDate,5,2) & "/" & Left(objProcess.CreationDate,4) & " " & Mid(objProcess.CreationDate,9,2) & ":" & Mid(objProcess.CreationDate,11,2) & ":" & Mid(objProcess.CreationDate,13,2)
objTextFile.WriteLine( objProcess.ProcessId & "," & objProcess.ParentProcessId & "," & strCreationDate & "," & objProcess.Name & "," & objProcess.ExecutablePath )
next
' Close file and exit
objTextFile.Close
Wscript.Quit 0
=== "Get info on all processes.vbs" ends ===
Nokia 5130c-2

You can download the scripts from here.
They have extension .txt to comply with Yahoo's restrictions. You'll need to change it to .vbsMessage Edited by catkin on 06-Jun-2006
12:47 PM
Nokia 5130c-2

Issue in implementing Dynamic participant chooser process Step

I am facing issue in implementing Participant chooser process Step.
I want to create dynamic Participant chooser process Step, I have implemented 'ParticipantStepChooser' class and overwrote 'getParticipant' method. But this process did not appear in Dynamic participant chooser dropdown in CQ5.6 environment.
I deployed same code in CQ5.5 and process appeared in Dynamic participant chooser dropdown.
This is the sample code which I have used:
@Component(immediate = true, metatype = true, label = "DMP Config Service123")
@Service
@Properties({
        @Property(name = Constants.SERVICE_DESCRIPTION, value = "A sample implementation of a dynamic participant chooser.", propertyPrivate=true),
        @Property(name = Constants.SERVICE_VENDOR, value = "Adobe", propertyPrivate=true),
        @Property(name = ParticipantStepChooser.SERVICE_PROPERTY_LABEL, value = "******** Hello ********", propertyPrivate=true),
        @Property(name = "immediate" , value = "true", propertyPrivate=true)
public class MyDynamicParticipant implements ParticipantStepChooser {
    private static final String TYPE_JCR_PATH = "JCR_PATH";
    @Activate
void activate(ComponentContext context) {
LoggerUtil.infoLog(this.getClass(), " ");
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LoggerUtil.infoLog(this.getClass(), "inside getParticipant method{} ");
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        if (workflowData.getPayloadType().equals(TYPE_JCR_PATH)) {
String path = workflowData.getPayload().toString();
String pathFromArgument = args.get("PROCESS_ARGS", String.class);
if (pathFromArgument != null && path.startsWith(pathFromArgument)) {
return "admin";
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Make sure to change your imports in 5.6 to use granite api. Please change from [1] to [2].
[1]
import com.day.cq.workflow.WorkflowException;
import com.day.cq.workflow.WorkflowSession;
import com.day.cq.workflow.exec.ParticipantStepChooser;
import com.day.cq.workflow.exec.WorkItem;
import com.day.cq.workflow.exec.WorkflowData;
import com.day.cq.workflow.metadata.MetaDataMap;
[2]
import com.adobe.granite.workflow.WorkflowException;
import com.adobe.granite.workflow.WorkflowSession;
import com.adobe.granite.workflow.exec.ParticipantStepChooser;
import com.adobe.granite.workflow.exec.WorkItem;
import com.adobe.granite.workflow.metadata.MetaDataMap;

How can you tell if a process step is already being processed?

Further to my last note regarding assigned a process step to multiple users, how can you determine if the step is currently being processed by another user? When opening a task which has already been opened by another user, the message "The following action has been opened by another 1 user(s)...."
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Thx!

Top Right hand corner of the Safari window you will see a padlock. This shows it's secure.
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How to provide transition comment while completing a process step

Out of the box, we can indicate transition comment for participant steps when completing a inbox item, which is then displayed as a subheading of a inbox item for next step - which is really helpful.
but, how can i provide a transition comment, when completing a process step.
I see the complete method, but dont see where i can provide transition comment.
complete(WorkItem item, Route route)
Environment CQ 5.5

Its workitem metadata which holds the comments info. Can you try this if it works
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How to use a servlet in a Workflow process step.

Hi
I need am upgrading existing code from cq 5.4 to CQ 5.5.
The exsiting code uses a servlet with an injected @MailService reference to send emails. It is currently used as a process step service.
However, with CQ 5.5 I see that I need to implement the WorkFlowProcess interface, to see this class listed as in the Process step drop down list.
The issue I have is if I keep the class as a Servlet extension , it does not show up in the drop down list of the process step.
Is there a way to update the code to list this servlet as a process step?
Or is there a way to inject the MailService reference into a class which only implements the "WorkflowProcess" interface and is not a servlet ?
advice appreciated.
thanks
Ven

The implementation of WorkflowProcess is to be deployed as an OSGi service, so you can @Reference the MailService in that class.
http://dev.day.com/docs/en/cq/current/workflows/wf-extending.html#Defining a Process Step with a Java Class
scott

Survey Suite process steps

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