Configure the survey

How to configure the survey.

  1. Navigate to Survey Wizards > Survey Properties.
  2. Ensure the Enable the enhanced task survey capabilities. Survey distribution is controlled by Survey Conditions. property is enabled (select the check box).
  3. Navigate to Survey Wizards > Survey Conditions.
  4. Click New.
  5. Enter the condition details and click Submit.
    Table 1. Condition details
    Name Input
    Type Survey Wizard
    Survey wizard Software Needs Analysis
    Active select the check box
    Table Incident
    User field Caller
    Description Send software survey to all users with software questions
    Condition Category is Software
  6. Navigate to System Policy > Email > Notifications.
  7. Click New.
  8. Enter the email notification details and click Submit.
    Table 2. Email notification details
    Name Input
    Name Software Survey
    Event Name task.send_survey
    Table Incident
    User field event.parm1
    Active select the check box
    Conditions Category is Software
    Subject Please take the software survey (Incident ${number})
    Message Please complete this survey to help us evaluate our ongoing software needs. <a href =${event.parm2}>Click here to take the survey.</a>
  9. Filter the Email Notifications list using the condition: Event Name is task.send_survey and Table is Incident.
  10. If any other notifications exist, increase their Weight value so that only the Software Survey is sent when the incident category is software (the Software Survey has a Weight of 0, so it has the highest priority of any notifications for the incident table).