Survey template 

Tags: Sales - CRM, Help Desk

Customer surveys are a very popular way of guaging the performance of an organization.  Here are a couple SharePoint options available to you.
 
1) InfoPath form-based survey.  One of the Microsoft Fantastic 40 SharePoint templates is called Business Performance Reporting.  This template is basically an InfoPath survey form and a data view web part which provides a slick XSLT chart of the reponses in the forms.  The advantage of this style of survey is that you can email a form to a customer, have them fill it out, and then upload it into the form library.  Of course, this is also the disadvantage - not everyone has InfoPath. 
 
2) Survey list-based survey.  The out of the box SharePoint survey list can be used to achieve the same thing as the form-based survey.  It has the added benefit of being able to be completed by a customer over the web, and can also easily include branching logic (e.g. the next question depends on how you answer the current question).  Basically it provides the same capabilities as your typical web-based survey tool.  If you want to use it for anonymous surveys, you can simply configure the survey list permissions accordingly. 
 
I've created a demo site that includes both approaches using pieces from the Business Performance Reporting template.  I put the chart of responses for the form library into a view also and made this the default.  You can compare this with the graphical summary view for the survey list - they are very similar.  You can download the template from Codeplex.
 
 
Posted by Brent on 11-Aug-07
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Comments


john amyotte commented on Wednesday, 12-Dec-2007
are you aware you can publish an infopath form as a sharepoint eForm? MOSS forms server allows you to expose a eForm as a website which does not require infopath client. The same concept is true of XL and XL services. Publish an XL document as a web page/application.


john amyotte commented on Wednesday, 12-Dec-2007
are you aware you can publish an infopath form as a sharepoint eForm? MOSS forms server allows you to expose a eForm as a website which does not require infopath client. The same concept is true of XL and XL services. Publish an XL document as a web page/application.


james commented on Tuesday, 11-Mar-2008
how do you actually install this? (will check back)


jason irwin commented on Wednesday, 23-Apr-2008
James, To install go to your site settings. In there you should see 'List Template Gallery'. Choose upload and upload the file from there. when creating a list you should see the survey (or whatever you named the template) option.


Jacoline commented on Thursday, 7-Aug-2008
How can I hide surveys?


commented on Friday, 12-Sep-2008


Boargorefex commented on Friday, 17-Oct-2008
You site very good and interesting . Thanks and sory fdcz sory sory


Boargorefex commented on Tuesday, 21-Oct-2008
You site very good and interesting . Thanks and sory xwtf sory sory

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