Regaeding Survey questionnaire for Leads

Hi All,
I want to display the 'Expected Order Timeline' field in lead questionnaire.Already two fields is coming in web ui under lead questionnaire is "customer Budget and customer need" which is define in tranx 'CRM_SURVEY_SUITE'. i want to dispaly this field (order Timeline) which is show the data according to two fields "business group and stragic business unit".These 2 fields are customize field.
When i create a new lead after filleing these 2 field ,1 link is there under lead questionnnaire assignment block.when i click on this link ,survey questionnaire is opned.how can i populate the answer in timeline field according to 2 customize fields.
Thanks in advance..
Vishwas Sahu
Edited by: vishwas sahu on Jun 25, 2009 6:56 AM

Hi Nagaraju,
Your requirement is not clear.
- Do you want to see the same questionnaire being determined for all lead types?
- Do you have a pre-condition based on which questionnaire should be displayed for lead transaction type?
- what is the version of CRM you are using?
You have mentioned "I have assigned questionnaire, lead transaction type, item category, for the determination." So while creating the order just ensure that it matches determination criteria of your item category. (select a product and check)
Regards....Arup

Similar Messages

Questionnaire for leads

Hi Everyone,
Can any one body tell me the process of the questionnaire assignment to the leads.
actually i have followed the below process for the Questionnaire in the leads:
1 )I have maintained the questionnaire for the lead application in CRM_SURVEY_SUITE
2) Define determination for the lead questionnaire : in this i have assigned questionnaire, lead transaction type, item category, for the determination.
3)i have assigned the qualification levels to the lead questionnaire
But i have not maintained determination criteria for the questionnaire.Is it necessary to maintain that.
After maintained the above 3 steps i have tried to create a lead transaction in CRMD_ORDER Transaction.But in the lead transaction EVALUATION tab i didn't see any questions in that, but in the above 2nd step i have maintained the maintained questionnaire to the lead transaction.I want to see the questions in the evaluation tab.
Can anyone help me how to get the questionnaires in the lead transaction and also plz tell me did i missed any settings for that.
Regards
Nagaraju

Hi Nagaraju,
Your requirement is not clear.
- Do you want to see the same questionnaire being determined for all lead types?
- Do you have a pre-condition based on which questionnaire should be displayed for lead transaction type?
- what is the version of CRM you are using?
You have mentioned "I have assigned questionnaire, lead transaction type, item category, for the determination." So while creating the order just ensure that it matches determination criteria of your item category. (select a product and check)
Regards....Arup

Still cannot create survey (Config Guide C37, 3.4 Questionnaire for leads)

When ever I try to create a survey, I get the error below when I click 'save'. I do not even get to the point of uploading the xml file that comes with the CRM best practice CD. I'm kinda new to SAP so I need a detailed response. Thanks.
Business Server Page (BSP) error
What happened?
Calling the BSP page was terminated due to an error.
SAP Note
The following error text was processed in the system:*
Use of dynpro services is not possible in the current system status
Exception Class CX_SY_MESSAGE_IN_PLUGIN_MODE
Error Name
Program CL_CRM_SVY_IL=================CP
Include CL_CRM_SVY_IL=================CM00A
ABAP Class CL_CRM_SVY_IL
Method IF_GENIL_APPL_ALTERNATIVE_DSIL~SAVE_OBJECTS
Line 69
Long text -

Hello,
I am stuck in the same problem that you posted in february. Unfortunately, you hadn't any replies and I can't find an answer anywhere else. Did you find any solution?
Thank you very much.

Questionnaire in Leads Exporting and Modifying Answers

Hi,
Would like to ask where all the survey answers for leads using CRM_SURVEY_SUITE are stored in CRM? I need to export the survey as a XML file with all the question IDs, answer IDs and the answers inside it.
Thanks ,
Niversphere.

Hi,
You wont see the answer selected ( i mean in TEXT).
Only the answers in free text are visible in free text.
Refer to an XML file pasted at the bottom. It also has a free text "I said NO" and other answers with select options
Every Answer is stored as an answer id. (refer XML string at the bottom)
The XML file consists of few tags like:
1. <ratingfactor> - this has all the Question Ids like <q1>, <id_cc2e550fd45cef4bb4fa023756979201>,
2. <rating> This has rating of all teh answers to a question. Here you can get Answer ids like
id_f64758d42e58064aa78cc7f5196c11c7 and id_6edd97df4c25bf4faf4675ec9ef4b0c5 for Question id q1
3. <result> - Thsi says the Answer id that is selected for a particular question
e.g:
<result>
<q1>
<a1>id_6edd97df4c25bf4faf4675ec9ef4b0c5</a1>
</q1>
</result>
the above means, for Question with id 'q1', teh answer selected is answer with id = id_6edd97df4c25bf4faf4675ec9ef4b0c5
These ids can be found in DB tables:
CRM_SVY_RE_QUEST Stores Questions and Q Texts and Question Ids
CRM_SVY_RE_ANSW Stores Answer options to the questions above
CRM_SVY_RE_ALV Actual values
===============XML STRING====================
<?xml version="1.0" ?>
- <survey>
- <ratingfactor>
<q1>1</q1>
<id_cc2e550fd45cef4bb4fa023756979201>2</id_cc2e550fd45cef4bb4fa023756979201>
<id_1bdcc619fcf08e44928d1a03e13be296>0</id_1bdcc619fcf08e44928d1a03e13be296>
</ratingfactor>
- <rating>
- <q1>
<a1 rating="1">id_f64758d42e58064aa78cc7f5196c11c7</a1>
<a1 rating="0">id_6edd97df4c25bf4faf4675ec9ef4b0c5</a1>
</q1>
- <id_cc2e550fd45cef4bb4fa023756979201>
<id_9acd6738d10c1948b66a4e43182cb0e1 rating="0" />
</id_cc2e550fd45cef4bb4fa023756979201>
- <id_1bdcc619fcf08e44928d1a03e13be296>
<id_a64d7e90c40e1c48a8b0753c895b9458 rating="0">id_cc70518e930f294c8607f91b6b752e7b</id_a64d7e90c40e1c48a8b0753c895b9458>
<id_a64d7e90c40e1c48a8b0753c895b9458 rating="0">id_7713978a8c41724084f1515400f71e61</id_a64d7e90c40e1c48a8b0753c895b9458>
</id_1bdcc619fcf08e44928d1a03e13be296>
</rating>
- <result>
- <q1>
<a1>id_6edd97df4c25bf4faf4675ec9ef4b0c5</a1>
</q1>
- <id_cc2e550fd45cef4bb4fa023756979201>
<id_9acd6738d10c1948b66a4e43182cb0e1>I said NO</id_9acd6738d10c1948b66a4e43182cb0e1>
</id_cc2e550fd45cef4bb4fa023756979201>
- <id_1bdcc619fcf08e44928d1a03e13be296>
<id_a64d7e90c40e1c48a8b0753c895b9458>id_cc70518e930f294c8607f91b6b752e7b</id_a64d7e90c40e1c48a8b0753c895b9458>
</id_1bdcc619fcf08e44928d1a03e13be296>
</result>
<replaceables />
<hidden />
<readOnly />
<mandatory />
<noDisplay />
<addItems />
<script />
<onEvent />
</survey>
===============END OF XML STRING====================
Kindly reward with points in case helpful
Sharif

Assessment for Lead (Questionnare for Lead)

Hi,
I am trying to create lead. I need to fill Questionnaire also for that. But, under "Assessment block", I don't see any action, ID . When I open assessment block, it is saying no results. This is happening in CRM 7.0.
But, when I check in CRM 6.0, Under Assessment block, there is one action with one link. When I click on that link, it is opening Questionnaire. But, it is not coming in CRM 7.0.
Can you please let me know, what are all the settings I need to to enable this.
I checked in SPRO. There One Questionnaire is assigned to lead. But, I donno why it is not coming.
Please help me.
Thanks,
Sandeep

Hi,
In SPRO -- CRM -- Transactions --Settings for Leads -- Questionnaires for Leads -- Define Determination for Questionnaires, ensure that the 'Active' checkbox has been checked where you have assigned your questionnaire to the transaction type.

REPORT for Lead Questonnaier.

Hi CRM Gurus,
I want to generate a report which gives the details of the questionnaier for leads created in the given date range.
the questionnaier which is in the evaluation TAB of the lead transaction.
please help me in finding the table name and fieldname where the questionnaier and its answers are stored wht is the logic i have to apply to do this.
its very urgent please help.
thanks in advance.
Chandrra

Hi Chandra,
There will be integration between CRM and BW system and this your basis consultants will do.
Once the integration is set up and when you have assigned the questionnaires to the lead transaction and when you evaluate the survey, then the survey will have qualification is generated and these values will be populated in the BW system in a specific datasource.
So the BW system will pull the values from CRM.
http://help.sap.com/saphelp_crm60/helpdata/en/46/35bcc88578141ee10000000a1553f6/frameset.htm
Thanks
Srini

Questionnaire for Loyalty Management

HI Experts,
I have created a Questionnaire for Membership Object.
Now i need to store the questionnaire with link to the Membership Object.
Also i need to show the Questionnaire Assignment Block for the membership Object (Component LOY102H_MSH)
First Question:
Is it possible to use questionnaire for other object apart from One Order? As membership Object is part of Loyalty Framework(Marketing)?
Second Question:
I saw that the Component ICCMP_SURVEY is linked via BTADMINH.
So does that mean i need to create a One Order Activity first and then use it to link the memberhsip to the Questionnaire?
Can anyone help in this regard?
Thanks and Regards
Gaurav Kumar Raghav

Hi Gaurav,
The component ICCMP_SURVEY specifically provides questionnaires UI for one order objects. So, you can't use it directly with a membership object. However, it might still be possible to link a membership to a questionnaire on web UI by using a one-order activity. You can refer to any one-order object component to see how ICCMP_SURVEY component can be used for this purpose.
Otherwise, you will have to build your own component to link membership object with survey.
Regards,
Shiromani

Tables where the survey questionnaire and response information gets stored

Dear experts,
Could you please help me with the information on the tables where the survey and survey responses will get stored in the system?
Thanks and regards,
Ranjan

Hi,
These are all talbes in SRM relates to Survey.
ROST_LANG_QSTN        Language Selection for Question
ROST_PCAT_QSTN        Assign Product Category and Questionnaire to Lan
ROST_SEL_PRODCAT    Product Categories for Regis
ROST_WS_QSTN            Web Survey Questionnaire
ROS_BP_PC_SURVEY    Assign Vendor, Product Category, Survey
CRMD_IC_SCRATTR        Script/Survey attributes (Interactive Script Editor)
ROST_WS_QSTN            Web Survey Questionnaire
ROS_BP_PC_SURVEY    Assign Vendor, Product Category, Survey
TUWS_SURVEY              Survey
TUWS_SURVEY_LOG     Survey Log
TUWS_SURVEY_PUB      Survey Publishing
TUWS_TAROBJ               Survey: Recipients
TUWS_TAROBJ_ATTR    Survey: Recipient Attributes
Regards,
yaniVy
reward if helps

Can I create a survey questionnaire using labview

I would like to create a survey questionnaire to be run in a PDA. can I do the same using labview?
I am using a windows 2000 OS.
I want to use labview for creating such a questioannaire and then run it in a PDA

Yes, you could easily create a questionaire application for a PDA with the LabVIEW PDA Module. The programming techniques used are the same as LabVIEW for Windows.
One thing to note is that a license is required to deploy the applications built with the LabVIEW PDA module on to each PDA. The modules come with one license to deploy applications on to one PDA and additional licenses can be purchased.
Regards,
JR A.
Application Engineer
National Instruments

How to transport SAP CRM Survey questionnaires

HI Folks,
Can we transport Survey Questionnaires from Dev to QA and QA to PRD. if so do let me know the process
Thanks in Advance
Amrita

Hello SAP-friends,
Could anybody help me:
Do we have to activate questionnaire in QA after it has been activated in Dev and transported in QA by transport request.
Please, make it clear for me?
Thanks in advance!

Survey(questionnaire) assigned to activitie not opening in certain machines

Dear Experts
Survey(questionnaire) is not opening in certain machines.The tab questionnaires in business activity transaction show all surveys in drop down but after selection that particular questionnaire doesnt appear.Please suggest what could be the issue.
Regards
Rajat Gupta

Hi Laura,
The Questionnare tab is programatically removed at runtime in the standard. For the template type Template for Transactions: CRM Online Without Document Flow, this tab will not be displayed in the standard.
Check the method DETACH_STATIC_OVW_VIEWS in the view controller class of the view BT126H_APPT/ApptOVViewset.
Goto line 30, method cl_crm_uiu_bt_tools=>get_ovviews_header_act_jrnl. Inside this method, you can find the implementation.
Regards,
Leon

Survey/Questionnaire Widget/Snippet

I want to create and post a survey/questionnaire to iWeb...that can be scored...and the survey with results either stored on the site or sent to my e-mail.
Anyone got any experience locating such a critter? regards, mdhttp

We are dealing with a two part process:
(1) The survey form and the data capture (the html widget)
(2) The transmission of the data by email for analysis (the php file).
The easiest way for me to explain it is to use an example of a survey form that is just being finalised now which you an see at:
www.dialogue.co.nz/AMAems.html
The widget on the iWeb page contains instructions at the beginning which provides the link to the php file as follows:
<form name="form1" method="post" action="AMAEFSSend.php">
<form action="">
The php file has two functions:
(1) it gathers all the data and packages it up into a csv string and sends it in an email to a nominated recipient; and
(2) it contains the message that the person filling in the questionnaire receives when they press the "Send" button. I have done some coding in html before so the page you see when you press the "Send" button on this survey was written from scratch rather than in iWeb.
There is no problem in going through to the "success screen" by pressing "Send" at the moment as the survey is not live. If you do you will see the following statement:
"If you have a query about the survey, please click here to send us an email."
If you would like the html and php for this survey as a model, just use this link to let me know and I can send you the code.
Cheers
Peter

Can we see survey/Questionnaire form in IC webclient ?

Hi experts,
I am not able to see Survey form in CRM IC webclient. however its visible in GUI for the same transaction.
I want to create a Survey form for a complaint transaction.
1. Can we see survey/Questionnaire form in IC webclient ? if yes where ?
2. Is there any customization needed to bring the survey TAB ?
Regards,
Ankush

HI Saumya,
We are also having a similar requirement to have a survey questionnaire in the sales order screen of IC Web UI.
As of now i created link and its opening a screen.
In that screen I need to have some questionnaires with yes or no answers and i should be able to save it.
Any suggestions to help this requirement will be highly appreciated.
Regards,
Sijo.

Questionnaire for employees

client want suggestion from all its employee through a questionnaire...
please some one tell how to customize a questionnaire for all employees of the organization..

hi , as CRM questionariee depend on the CRM document ,like sale order, service order, it is not a good idea to use it as a all employee survey.
Maybe you can consider use SAP office, to send a SAP internal mail for every SAP user, and they can open it by SBWP inbox
in SBWP, it also can support some questionariee layout in mail.

Actions for Lead Tx.

Hi Forum,
I am creating an action for lead trans.
my requirement is to open three different transactions of type activity, meeting and task based on each qualification status being set and saved.
so my condition on paper will look like: Qualification Level (QL)
when Q L = cold open Tx: task
or
when Q L = warm open Tx: activity
or
when Q L = ho open Tx: Meeting
Please let me know whether this condition be set in this action, I have created the action profile and the process type i have given method call parameters as activity, meeting and task.
I can also set the condition, I just want to know how do i give the command (say) open Tx: task in the condition editor.
Please help me with this.
Thanx
Neetika

Hi Sathish,
yes your doubt is genuine and in case you know that after qualifying a lead as hot by the sales rep, you can create a follow up opportunity and there are various activities within a opportunity which is called sales assistant and they take you through various phases in opportunity sand estimate the sales pipeline and close the deal.
Normally a lead is a potential intrest exihibted by the customer in your product and normally qualification is the process that takes place to identify his level of intrest using questionnaires and then you feel he is hot then opportunity is created. So ideally there would be very little chance to create a follow up activity transaction for a lead and in case the customer wants you to call him or meet him, all these are captured in the opportunity phases after qualifying him as potential customer. You can create follow activity from a lead and that depend on your business process.
Thanks and if helpful please reward points.
Srini

Regaeding Survey questionnaire for Leads

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