Installed components

Fields, tables, a business rule, a script include, an application, a survey wizard panel, and demo data (optional).

The following tables are modified:

Table 1. New fields
Display Name (Table Name) Modification
Survey Conditions (survey_conditions) Add fields to determine which survey is sent when conditions are met:
  • Type - either a survey or survey wizard
  • Survey_wizard - reference to applicable survey wizard
Task Survey (task_survey) Add fields to track which surveys were sent to users:
  • Type - either a survey or survey wizard
  • Survey_wizard - reference to applicable survey wizard
Survey Instance (survey_instance) Add fields to track survey wizard instances along with surveys
Wizard (expert) Add field to support new survey wizard table

The following tables are added:

Table 2. New tables
Display Name (Table Name) Description
Survey Panel (expert_panel_survey) Adds a survey panel to wizards. Extends the expert_panel table
Survey Wizard (expert_survey) Stores survey wizards. Extends expert

The SurveyUtils script include is added to record responses during survey panel transitions.

The Task Survey Events business rule is modified to include logic for sending survey wizards. Customers who have modified this business rule can not install the updated version automatically.

For information about the link generated from the business rule script, see Survey Wizard - Multiple Instances on the ServiceNow Community.

The plugin adds Survey as a new type of wizard panel. Survey wizards are created using survey panels.

Survey wizard responses are saved when the user navigates between survey panels (clicks Next or Previous), as opposed to saving responses only at the end (surveys). This feature allows a logged in user to resume a survey that is in progress and allows survey readers to collect response data for partially completed surveys. To support the ability to resume surveys in progress, survey wizard answers are also temporarily stored in XML in the expert_instance table. When the user clicks Done on the last panel of the survey wizard, the record in the expert_instance table is deleted.

For information about having more than one instance of a given Wizard in play at a time, see Survey Wizard - Multiple Instances on the ServiceNow Community.

Demo data is available with this plugin. If you choose to install demo data, a sample survey wizard, called Customer Satisfaction Survey, is added to the database.