Survey Suit in CRM

Question

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

Answer 1

Hi Amit,
I am giving the example how to create questionnaire with Survey Suite for Activities, repeat the same according to your object
<b>Defining Questionnaires</b>
<b>Use</b>
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.
<b>Procedure</b>
To carry out the activity, choose one of the following navigation options:
Transaction Code     CRM_SURVEY_SUITE
IMG Menu     Customer Relationship Management &#61614; Transactions &#61614; Settings for Activities &#61614; Questionnaires &#61614; 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
<b>Reward points if it helps</b>
Murali