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Surveys in Service Portal

Surveys in Service Portal

If you have Service Portal installed, you can use the Survey widget to set up surveys in Service Portal. Surveys for users on mobile devices are fully supported in Service Portal.

To create an intuitive interface for your users, you can set up surveys in Service Portal . You must first install Service Portal and then configure the survey widget on the page. To learn more about configuring a widget, see configure widget instances .

SurveyServicePortal
To configure a Survey widget on a page, CTRL + right-click the widget heading and select Instance Options.
Table 1. Service Portal: Instance options (properties) for the Survey widget
Property Description
Max records Specify how many surveys to show on the Service Portal homepage (default is 5).

Each survey on the My Surveys page contains a progress bar and a description. The color in the progress bar increases as a survey is completed. In the case of a triggered record, the table title is used for the survey description.

SurveyServicePortalTile

For mobile users, the survey designer property Pagination setting for Service Portal view is automatically set to one question per page.

MobileSurvey

This site is scheduled for a small content update on Tuesday, December 18th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 19 00:00 – Dec 19 4:00 UTC). Access to this site may be slightly delayed during that time.