Surveys in Service Portal

If Service Portal is installed, you can use the Survey widget to set up surveys, quizzes, assessments, risk assessments, and attestations 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 configure the Survey widget on the page. The base system includes the Survey widget.

SurveyServicePortal
To configure the Survey widget: On the Service Portal homepage, right-click the My Surveys heading and select Instance Options
Table 1. Service Portal: Instance options (properties) for the Survey widget
Property Description
Max records Number of surveys to list on the Service Portal homepage. The user can click the View all link to view all items.

Default: 5

Title of the widget Text that appears in the title bar of the surveys widget.

Default: My Surveys

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 Pagination setting for Service Portal view survey designer property is set to one question per page by default.

MobileSurvey