Display survey results in crm webclient's contact overview

hello experts,
could anyone give me a hint, if there is a SAP standard solution for displaying survey results in its appropriate telephone contact overview?
Thanks in advance!
Kind regards Andreas

Similar Messages

CRM Survey result Table

Hello CRM Experts,
We have assigned survey to Transaction ( Activities , Lead , Opportuninity ) . Transaction is being created and Questionnaire ( Survey ) is filled . Then Transaction is saved . Transaction ID is generated . We want name of the Table in which survey Results (answers) are store.
As we get the tables for Questions of surveys.
We not able to find the tables where all surveys Results (i.e may filled by Business Partners,Users etc) are store.
Please suggest.
Regards.
Anup.

HI Anup,
The list of all tables used in surverys are as follows
CRM_SVY_DB_MT                  CRM Surveys: Media Type
CRM_SVY_DB_MTT                 CRM Surveys: Media Types (Text Table)
CRM_SVY_DB_S                   CRM Surveys: Survey
CRM_SVY_DB_SA                  Survey Applications
CRM_SVY_DB_SAD                 CRM Surveys: Survey Application Descripti
CRM_SVY_DB_SD                  CRM Surveys: Survey Description
CRM_SVY_DB_SET                 CRM Surveys: Text Table for CRM_SVY_DB_SE
CRM_SVY_DB_SEV                 CRM Surveys: Input Help Table for Function
CRM_SVY_DB_SFA                 CRM Surveys: Survey File Access
CRM_SVY_DB_SP                  CRM Surveys: Generic Survey Attributes
CRM_SVY_DB_SSC                 CRM Surveys: Survey Schema
CRM_SVY_DB_ST                  CRM Surveys: Survey Template
CRM_SVY_DB_STS                 CRM Surveys: Survey Transformation Select
CRM_SVY_DB_SV                  CRM Surveys: Assessable Survey Values
CRM_SVY_DB_SVS                 CRM Surveys: Survey Values
CRM_SVY_DB_SVT                 CRM Surveys: Survey Value Template
Thanks
Abishek

How do I save personalised survey answers in CRM

Hi experts:
In SAP Help I found this statement:
...When the recipient enters this URL in a Web browser, a survey is displayed. The recipient completes the survey and sends it (by pressing the u2018Saveu2019 button) to the companyu2019s SAP CRM system. The system then uses the answers specified in the survey to determine appropriate additional marketing activities for the original recipient of the e-mail. ...
I would like to implement this.
How exactly does the recipient send the survey to SAP CRM system? I know that PAI can create a document with survey in CRM. In this case the survey is linked to an email. I have never seen loose surveys (without document) in CRM.
Am I supposed to have an integracion with an contact of type email where the survey answers will be saved in case the marketing contact anwers the survey?
Hoping for your help.
Thanks,
Cristina

Hello,
First of all, I am not sure in which scenario you are using. In my earlier reply, my answer was broad too since i am not aware of which scenario you are using.
Your survey attribute might be having PAI module attached which creates/changes a lead on checking the process mode. Process calls CRM_SVY_LEAD_PAI_CREATE to create a lead.If this is not successful, it will raise the message to stop.
Therefore, You should also check if you create a lead through crmd_order Is it created error free?
one more point is: You can not use Lead survey and Lead PAI/PBO for URL.Sending an url to a business partner is a Marketing scenario hence only marketing survey and PBO/PAI should be used.
Lead survey and it's PAI/PBO should be used only when you create lead in crmd_order transaction and want to determine the relevant survey during creation.
Do you want to create lead through campaign execution or want to use Campaign automation application for the same ?
If your scenario is to send an e-mail to a business partner and as soon as he replies to the response , for each reponse you want to generate a lead.
For above scenario, you have to model the scenario in campaign Automation application.
Hope this helps.
Thanks
Raja
CRM Marketing Forum Moderator

Uploading Survey results for existing BPs through ELM

Hi Experts,
We have the following requirement:
The Survey results of BP already present in CRM System is obtained through a third party. Now this survey result has to be uploaded in CRM system and has to be associated with the respective BP.
We thought of using ELM.
1. Can ELM be used to Update data of already existing BP?
2. How to associate Survey results to that BP? I mean where will the survey results get reflected for that particular BP?
Thanks and Regards,
MG

Hi Maggie,
Answer to Q1 : Yes u can update an existing BP using ELM.
Answer to Q2 : Refer to the wiki link.
http://wiki.sdn.sap.com/wiki/display/CRM/EnhancingExternalListManagement%28ELM%29inSAPCRM7.0
Hope it helps
Regards
Vishal

Custom object in work flow not opening in CRM webclient ui

Hi,
I have designed a workflow in SAP Ecc 6.0 CRM.
There are some work items and a single custom popup screen in this workflow.
This popup screen is used to get data and pass to the subsequent workitem.
This screen opens in SAP CRM in the workflow inbox (SBWP) , and works as expected.
Also, mails are sent to the SAP user IDs of the concerned people through the workflow (as per process).
At this stage, we have done all settings reqd in SWU3.
However, when this entire workflow process is trigerred using the CRM WEBCLIENT UI, the following problems occur:
1) There are no mails received at any stage in the workflow inbox.
2) When the work item for the popup screen appears in the WebUI workflow inbox, and it is clicked, there is an error.
"Associated object cannot be opened. Contact your system administrator"
So, the customised pop-up does not open in this CRM WEBUI workflow inbox at all.
Question:
1) How do we ensure that the mails are received in the CRM WEBUI workflow inbox? Are there any settings to be done for that?
2) How can we make the custom popup open in the CRM WEBUI workflow inbox?
Regards,
Sachin

Hi,
Please check IMG path.
The path CRM->Basic functions->Worklists->Define Alert Inbox and Workflow Inbox->Define Object-Specific Navigation
Input like
BOR Your_Object Your_Method BT_XXX OPEN
Hope it work.
Deripmav

How to get the Survey result with a External Provider

Hi all
We have an scenario where we create a Survey and it's executed for a third party, and then they send to us the results for example in a excel sheet.
Some know how we can upload the survey results per each client into CRM,
Best Regards.

Go for ELM processing.....create mapping and ELM the file in the system....In the BADI enhancement for processing steps, define the logic for processing the response through an activity....
Create Activity
Attach the questionaire to the Activity...
ELM the file that you received
Process the file filling up answers on the activity questionaire...
Hope it helps...
Thanks
Nikhil

How to open archive link PDF in CRM Webclient UI

Hi,
i developed an own assignmentblock to display the last ERP billing documents for the current BP.
In ERP we attach the printed PDF billing document as a archive link document which is stored on the SAP content server.
I have the requirement to open this PDF document in my own CRM Webclient UI assignmentblock.
I think i need a kind of URL to open the document.
But i have now idea how this URL shall look like and how to generate it.
Or is there another idea for this?
Thanks a lot.
Kind regards
Manfred

Hi Manfred Feger,
I have a similar situation where in i need to display a document on web ui (help document),
can u please share the details of your program.
Have you saved your file on application server ?
Thanks

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

Survey Results / Analysis

Dear Friends,
I have created a Survey in Mobiles and transfered it to to SAP CRM .
how can i get the the final survey results in the BI or in SAP CRM.
I checked the cubes and ODS in BW for the activities 0CRM_C08 , 0CRM_ACT I could not able to find the Questionnaire or the survey in any of the cubes.
Does SAP stores these survey answers in the Cube or could anyone please tell me how can i bring those data in to the SAP BW.
Or is there any Standard Transaction code in which i can do the analysis?
Thanks,
Satish

Hi Kim,
Thanks for your inputs,
I have used CRM_SURVEY_SUITE to create the survey and would like to analyse the same.
I checked the CRM - BW cubes
1. CRM Survey: Results - 0SVY_DATA_1
2. CRM Survey: Answers - 0SVY_ANSWER_TEXT
but the surveys ID are not getting updated .
can you tell me the cubes in which the Survey ID and the results can be updated.
Thanks,
Satish

2009 SAP Upgrade Survey Results

A new survey which was conducted by Panaya, Inc suggests that most SAP customers are moving ahead with their current plans for upgrading their SAP systems to SAP ERP 6.0, despite the economic downturn. 152 European and North American SAP customers and system integrators participated in the survey.
According to the survey, nearly three out of every four projects remain on schedule, and only 11% are delayed beyond 2009. At the same time, 28% of the companies that are not delaying the upgrade are looking to complete the project with a lower budget.
A free copy of the complete survey results is available for download at the Panaya website
[2009 SAP Upgrade Survey|http://www.panayainc.com/sap-upgrade-survey.html]

Hi Kim,
Thanks for your inputs,
I have used CRM_SURVEY_SUITE to create the survey and would like to analyse the same.
I checked the CRM - BW cubes
1. CRM Survey: Results - 0SVY_DATA_1
2. CRM Survey: Answers - 0SVY_ANSWER_TEXT
but the surveys ID are not getting updated .
can you tell me the cubes in which the Survey ID and the results can be updated.
Thanks,
Satish

Captivate 5 Survey Result Question

We are trying to create a Survey in Captivate 5 which will not report out to LMS. I am trying to find a way to get the Survey results (2 Question per slide 18 questions total) to display to the learners. For instance, Slide 1 is A) B) question, slide 2 is 1) 2) question and then starts back with A) B) on Slide 3. I need a total of A) B) 1) 2) for the learners. We are using this in place of a handout if possible. I would assign 1 point for each question and then have them tally at the end for the learners.
Let me know if anyone has any thoughts. I have searched the forum and did not find anything similar. I appoligize in advance if this is answered somewhere else.

Hi Lilybiri,
I can see the confusion. We are not scoring in the sense that this is pass/fail. What we want to do is have the answers tally for the learner. The goal is that if you received 5 - A)'s, 3 - B)'s, 2 - 1)'s and 1- 2)'s those results would display. So if I have a questions such as below:
1. Please pick which best describes you:
A) Easy to work with
B) Difficult to work with
2. Please pick which best describes you:
1) Task oriented
2) Free thinker
The answers selected would then tally up at the end for the learner. The questions repeat with different choice selections between A) B) and 1) 2).
Does that help explain what I am look at doing?
Thanks,
Nicole MacVey-Bogard
Instructional Designer | Enabling Areas Talent Development
Deloitte Services LP
Main: +1 800 335 6488 | Direct: +1 615 882 6642 | Fax: +1 615 750 6642
[email protected] | http://www.deloitte.com
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v.E.1

Searching for products via Product Hierarchy ID in CRM Webclient 2007

Hello,
When creating a sales order in CRM Webclient 2007 I would like to be able to search for products by using the Product Hierarchy ID. When clicking the search help for product in the order entry screen in the webclient UI, I get a pop-up with the available search criteria. I select Product Hierarchy ID and click on Input Help. A new pop-up is displayed with the three Hierarchy ID:s:
R3MATCLASS Material Group
R3PRODSTYP Product Subtype
R3PRODHIER Product Hierarchy
I select R3PRODHIER. When hitting the search button, I get all materials which have Hierarchy ID R3PRODHIER assigned as a product category in the material master data. I can however not search for materials which belong to a certain hierarchy node in the product hierarchy.
In transaction VA01 in ECC it is possible to drill down through the three levels of the product hierarchy to find the desired material. Is the same type of searching possible in CRM?
Any help much appreciated.
Kind regards,
Johan Wigert

Hi Johan
I want to know if finally you have found the way to deal this problem.
Thank you very much,
Yannuchi

SAP CRM WebClient UI Cookbook

Hi,
as a CRM 2007 customer I am wondering when the SAP CRM WebClient UI Cookbook will be available to non RKT customers?
/Elvez

Elvez,
Well you can buy the OKP materials for CRM 2006s and that will give you at least one version of the cookbook, along with some awesome training materials.
You can use the url http://service.sap.com/okp. You can buy this online or contact your SAP training rep. You can purchase these with your SAP training card dollars(I believe).
Take care,
Stephen

Counting Survey Results

I have a survey that has 10 questions and each question is
answered with a rating of 1 - 10. On the results page, I need to
display a count of each rating for each question (i.e. Q1 = 4 -
1's, 3 - 2's, 5 - 7's, etc). I'm able to get a count but it doesn't
show which count is for which rating. The following code is what
I'm using:

<cfquery name="qQuesResults" datasource="dsn">
SELECT Q1, Q2, Q3, A4, A5, Q6, Q7, Q8, Q9, Q10
FROM mytable
</cfquery>
<cfquery name="cQuesResults" dbtype="query">
SELECT Q1, Count(*) AS cQ1
FROM qQuesResults
GROUP BY Q1
</cfquery>
AND how would I display the results output? Right now I'm
just using the following:
<cfoutput query="cQ1"
group="Q1">#cQuesResults.cQ1# </cfoutput>
Also, I'm just testing with the first question (Q1) , but
when I do add the others, would I have to create a Q o Q for each
Question?
Any help will be appreciated. Thanks

I agree. The beginning of a better design would be to store
each question and answer combination in separate rows. That would
make your query much easier.

Solman 7.1 - CRM WebClient UI - custom field mandatory on status change

Hi
I've got a question and I'm not sure if it's possible.
Basically i have created a custom field in CRM WebClient UI and I have added this field to my Z configuration. This works fine.
Now, I'm wanting to make an error to appear if this field is blank (hasn't been filled in) when the status of the transaction type changes to a specific status.
i.e. if "custom field" is BLANK when SMTM changes to Closed, then error appears
I know the field can be made mandatory, but this particular custom field won't be filled out straight away. Therefore I want the check to occur when the document is closed. Can this be done via PPF Conditions? Or is ABAP/enhancement the only way?
Thanks
Shaun

Hi,
For customizing crm web ui, you must need AET or EEWB tools. Best Practices for SAP CRM Web UI Customization - CRM - SCN Wiki
but try by using the standard sap note 1772650 - ST710:You can save a message even though mandatory fields are not filled in. which can set certain warning message for custom fields or not and the other relevant 1931783 - Incident can be saved without filling mandatory fields
Please check.
Thanks
Jansi

Display survey results in crm webclient's contact overview

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