Step 1 — Go to Survey Designer
Navigate to:
<span class="hljs-keyword">Self</span>-Service → Surveys → Survey Designer
Step 2 — Create New Survey
- Click New
- Fill:
- Name → e.g., Customer Satisfaction Survey
- Description
- Active = True
Step 3 — Add Metric Category (Optional but recommended)
Metric categories help grouping questions.
Example:
- Service Quality
- Communication
- Timeliness
⭐ 2. How to Create Survey Questions
Step 1 — Add Questions
Inside Survey Designer → Click Add Question
Question Types
Common types:
- Multiple Choice
- Scale (1-5 rating)
- Text Input
- Yes/No
- Checkboxes
Example: Multiple Choice Question
Fields:
- Question: How satisfied are you with the service?
- Type: Choice
- Choices: Very Satisfied / Satisfied / Neutral / Poor
Example: Conditional Question
You want a question like:
➡️ Ask "What went wrong?" only if user selects Poor or Neutral
⭐ 3. How to Add Conditions on Survey Questions
Step 1 — Open a Question
Open the question you want to show conditionally
Step 2 — Go to the Conditional tab
You will see fields like:
- If question
- Operator
- Value
Example Condition
Show "What went wrong?" If:
Field
Value
If Question
How satisfied are you?
Operator
is
Value
Poor
Save the condition.
Your conditional branching is ready.
⭐ 4. How Survey Responses Are Captured
When a user submits the survey, responses are stored in below tables:
Main Tables
Purpose
Table Name
Survey Instance
asmt_assessment_instance
Survey Response
asmt_assessment_instance_question
Metric Definition (questions)
asmt_metric
Metric Category
asmt_metric_category
How to check responses manually
Navigate to:
<span class="hljs-keyword">Self</span>-Service → Surveys → Survey Results
Then open:
- Survey Instance (one user's full survey)
- Survey Response (each question answer)
⭐ 5. How to Create a Report on Survey Responses
You can create reports like:
- Avg Satisfaction Score
- Number of Poor Responses
- Comments Summary
- Trend over time
Step 1 — Go to Reports
Reports → Create New
Step 2 — Choose the Table
Most important table:
asmt_assessment_instance_question
This table has:
- Question
- Answer
- Response Date
- User
- Assessment Instance
Step 3 — Select Report Type
Common:
- Bar Chart (for rating questions)
- Pie Chart (for Yes/No or multiple choice)
- List (for comments)
- Trend Over Time
🎯 Useful Filter Examples for Reports
1. Report for a specific Survey
Assessment (Survey Name) = <Your Survey Name>
2. Report for a specific Question
Metric = "How satisfied are you?"
3. Count of Poor Ratings
Metric = Satisfaction Question
Value = Poor
4. Average Rating
Use Aggregate: Average on the Value field.
5. Comments Report
Metric Type = textarea
⭐ 6. Example Report Use Cases
✔ Survey Score Dashboard
- Avg Satisfaction
- Response Count
- Breakdown by department
- Behavior over time
✔ Poor Feedback Only
Filters:
Survey = "IT Support Feedback"
Metric = "How satisfied are you?"
Value = Poor
✔ Detailed Response Sheet
Use List report on table:
asmt_assessment_instance_question
⭐ 7. Automation (Optional)
Auto-trigger a Survey
From Business Rules → use:
new x_survey.SurveyUtils().triggerSurvey('<survey_sys_id>', current.user);