Survey

Overview:  

Survey Tab Panel is a new addition that has been introduced in the framework which allows the User to add a Survey (checklist/questionnaire) to any window. The purpose of this functionality is that the user can submit a Survey (checklist/questionnaire) along with a particular record.

Pre-requisites for Survey (Checklist/Questionnaire):   

• Vienna Advantage Framework 5.2.0.0 

• Vienna Advantage Base File 2.1.0.0 

For a Survey Tab Panel the first and the foremost step is to create a Survey. A Survey can either be a checklist or a questionnaire  and after creating it the user can bind it to different windows. 

To add Survey tab panels to any Table or Window refer to the process explained below: 

1. WINDOW: SURVEY

Survey is defined as the act of examining a process or questioning different individuals to obtain data about a service, product, or process. 

Only the user with a Tenant role can access the Survey Assignment window. 

To Navigate the Survey Window below given steps are needed to be followed: 

1. Open the Menu. 

2. Go on the Survey Management. 

3. Click on the Survey Window and open it.  

                                                                              OR 

User can access this window by typing on the menu “Survey”.  

There will be three tabs in this window as mentioned below: 

1. Questionnaire/checklist set 

2. Question  

3. Answer 

1.1 Tab1: Questionnaire/Checklist set 

Open

  Move on to the next Tab to add the questions: 

1.2 Tab2: Questions 

Open

Fig 2

1.3 Tab3: Answer 

The answer tab is used to create the answers which are to be answered by the end users.  

2. Window:  SURVEY ASSIGNMENT 

In Survey Assignment the user can bind a Survey on any window/tab. To Navigate the Survey Assignment Window below given steps are needed to be followed: 

1.Open the Menu. 

2.Go on the Survey Management. 

3.Click on the Survey Assignment window and open it. 

                                                                                        OR 

User can manually Type “Survey Assignment” in the Menu and the name of the Window will appear on the top.  

Tab 2.1: Survey Assignment 

When user will save the assignment then selected survey will be linked and assigned to the window which was selected. Afterwards, the survey tab will be visible on that particular window which was selected. 

Note: If the show always checkbox is not marked as true and no conditions are mentioned in the Survey Show condition tab then the survey will not appear on the tab.  

Tab 2.2: Survey Show Condition 

This Tab gets enabled when the user marks the “show always” checkbox as false. Here, the User will create all the conditions that will become the cases to be able to view `the particular Survey on a tab.  

For e.g. Acquisition Cost (column), > (Operation), 80 (Equal To)  

In case of Reference Type: Business Partner Group (column), = (Operation), 103 (equal to) Primary key of standard customers. 

In the case of List Type: Credit Status (column), = (Operation), O (equal to) Search key of Credit OK. 

Operation's Explanation: 

Tab 2.3: Response Setting 

In the Response Setting tab is used to for making the responses visible to the user itself and to put a number limit on the number of responses.  

Tab 2.4: Response Access    

3. Survey Tab Panel: 

Survey tab panel will appear on the window as per defined in the Survey Assignment Window. In our case we have applied survey on Sales Order window. So based on the survey show condition it will appear on the Sales Order as user open the Sales Order window. 

 3.1: Questions tab on the Survey Tab Panel:

1. The questions on the question tab will appear page wise. 

Or 

All the questions will appear on the single screen if no question per page limit is mentioned. 

1. In the case paging is enabled, two button

previous and next will appear on the question tab for moving back and forth for filling the questions. 

1. After the Survey is completed and filled successfully by the user then the response is recorded in the system.  

The user can view those responses in the given ways: 

1. By Using the Response window where the Survey responses are recorded. 

Or, 

2. The user can view their own responses by the turning the Self-Show button ‘ON’ on the Response Setting Tab of the Survey Assignment Window. 

Or, 

3. All users who have access to view response that defined in (Survey Assignment/Response Access) can view the response directly on the Survey panel. 

3.2: Document Action:  

If the document Action is selected on the Survey Assignment Window then the system will throw an error to fill the checklist if system not found any filled checklist on that record. The error that will appear is shown below. 

Thus before execute the action that is defined in the window: Survey Assignment,  user have to first complete the checklist. 

3.3: Responses Tab on the Survey Tab Panel: 

• On the response setting tab if the self-show button is switched ON the user is able to see their own responses. 

• The response can be seen by clicking on the Response Tab inside the survey tab panel that only appears when either the self-show button is turned ON or given the access to a particular role or a user from the Response Access Tab as shown in the image below: 

1. The number that appears next to the Response tab refers to the total number of responses submitted on a particular record as shown in the above image. 

2. If the user submits more than one response these two buttons i.e.  

will be enabled. The left button will show the previous response whereas the right one will show the next ones. The responses are shown in the record in which we have submitted it.  

1. The exact date and time when the response was submitted also appears on the tab panel as shown in the image above. 

2. The dropdown shows the users who have submitted their responses.  

3.4: Limit on the Response Setting: 

• On the Response Setting Tab if the limit setting applied then end user can only make responses up to that limit. Responses cannot exceed the Limit mentioned. 

• A message as shown below will appear if the user has made responses up to the Limit mentioned in the Limit field. 

• If there is no limit mentioned on the Response Settings Window then the user can submit as many responses as they want to. The message that will appear after submitting the initial response on the tab panel is shown in the image below: 

• By clicking on the Click here link the user can make more responses. 

4. Survey in workflow: 

Provided a new checkbox field on Window: Workflow Setup, Tab: Node named as "Survey Response Required". Now if admin user required any survey (checklist or questionnaire) need to be filled from a ERP user's at the time of approval of record then admin user can achieve this.  

Below are the steps: 

• Search Workflow Setup from the search menu. 

• Create a new Workflow or use an existing one. 

• Move to Node tab. 

• Create a "new" Node or use an existing. 

• As select "User Choice" from the Action it will make "Survey Response Required" checkbox visible. 

• Mark the Survey Response Required checkbox True. (Refer to the image below) 

• Save the Record. 

By doing this, a linked survey (checklist or questionnaire) have to be filled by the ERP user at the time of approve record from home page.  

As in such cases, when user will go for approve the record as per defined approver on Node system will ask user to fill the survey before approve or disapprove the record as show in below screen shot. 

• Select the Action (Yes OR No) for the document and click on the done button. 

•  If the checklist is not filled then the system will give an error as given in the image below. 

• To fill the checklist then the User will then click on the checklist button given on the top right side of the panel.  

A checklist will appear as shown in the image given below: 

• Click on the Submit button after answering the questions and click on the back button. 

• Do approval action. 

• The action will reflect the changes on the particular document. 

Note:  

• If Survey checklist required is marked as true on a particular window’s workflow then for any approval the checklist need to be filled, otherwise the system will not approve the record.  

• In the case of Multi-level approval the user will have to fill the checklist on each level. Without filling the user will get an error message and won't be able to move further. (All the steps would be just the same as the above procedure) 

• Save the Record. 

• Create a record on the process on which workflow is created with a Survey. 

• After creating the record click on the complete button. 

• The record will be suspended for Approval. 

• Login with the credentials of the approver. 

• Click on the workflow icon to view the workflow related notification. 

• There a notification for approval will appear. 

• Click on the notification and the approval panel will open like the image given below: 

 The system will give an error as given in the image below. 

Overview: 

In the latest enhancement, we have added the feature to fill the survey on the Save of the record.So, before saving validation message will be coming to fill survey if survey was not filled earlier. 

 For eg: If we bind the survey for the window "Tax Rate" and add the condition for the field "Rate =10.0" then while user creates the new record on the Tax rate window with the "Rate =10.0" then an alert message will be visible to fil the survey first, afterwords user can save the record. 

Note: After filling the survey before saving the window record, survey will be Temporarily saved. Once user saved the record then filled survey will be submitted successfully. 

1. After submit the survey showing this confirmation message: 

2. After Saved the record showing this message: 

Field Level Changes: 

1.We have changed the Name of the checkbox "Show Always" to "Enforce Mandatory Condition". 

Tab Level Changes: 

1.Change the name of the "Survey Show Condition" Name to "Condition". 

1. In the latest enhancement, we have changed the window names from "Survey" to "Checklist."

2. We have changed the tab, field names from "Survey" to "Checklist" 

3. We have also made updates to labels where "Survey" was used.