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ADMINISTRATION.md

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Administering the Survey Portlet

Use the following steps to create a survey that you can add to your portal:

  1. Navigate to Survey Admin tab -> Add Survey button to display a new set of Edit Survey and Preview Survey buttons
  2. Click the Edit Survey button to display the Title, Description, and Unique Name fields, as well as the Add Question, Save Survey, and Publish Survey buttons
  3. Enter values in the Title field to create the title for your Survey
  4. Click the Add Question button to add a new, blank question at the end of the survey's field group.
  5. Click the Open Question 1 button to display the Survey Administration Question field group and enter information for the question and its answer
    1. Enter the survey question text in the Question Text field.
    2. Optional Step: Enter a value in the Help Text field. This is an optional field but the value you enter provide additional details/help displayed to the user’s UI.
    3. Enter the number of answers/responses allowed for the question in the Allowed Answers field.
    4. Click the Add button next to the Answers label to display an answer field.
  6. Optional Step: Click the Open button on the far right of the answer field to display the Survey Administration Answer field group and enter information for the answer.
    1. Edit the Answer Text field if needed. The content entered in the Answer field from step 5 will appear in the Answer Text field.
    2. Enter a value in the Help Text field. This is an optional field but the value you enter provide additional details/help displayed in the users’ UI.
    3. Select the Show an image checkbox to display the Image URL field, Image Alternate Text field, Image Height field, and Image Width field.
    4. Enter an image URL in the Image URL field to display the image next to the corresponding answer.
    5. Populate the Image Alternate Text field.
    6. Enter a numeric value in the Image Height field for the image height.
    7. Enter a numeric value in the Image Width field for the image width.
    8. Edit the Unique Name field.
    9. Enter and format the content you want displayed at the end of the survey to users who select this answer.
  7. Optional Step: Click the Add button on the right of Actions to add an action and display the Action Type drop-down list.
    1. Click Add as many times as needed to add additional actions to the answer.
    2. Click the green Up and Down buttons on the right to select the order in which the actions are organized,
    3. Click the Delete button on the right to remove an action.
  8. Optional Step: Click the Add button on the right of Follow-up Question to display the Question text field.
  9. When you complete the configuration for a survey answer, click Save Survey to save your changes.
  10. Click Back to Surveys to return to the Surveys portlet where you can:
    • Click Edit Survey for your survey if you want to make any more changes (add more questions/answers, format any questions, etc.).
    • Click Preview Survey to see a preview of the survey you just created.
  11. When your survey is complete and you are ready to publish it, click Publish Survey. You may see a pop-up dialog box that prompts you to confirm publication of the survey. The text (Published) appears after your survey title.
  12. Once the survey has been completed, you must register it:
    1. Register the survey portlet: Tenant Admin tab -> Tenant Portal Administration panel -> Mange Portlets link -> Register New Portlet button -> Portlet radio button and click the Continue button to open the Summary Information screen.
    2. Select/survey-portlet from the first drop-down list.
    3. Select survey-portlet from the second drop-down list.
    4. Click Continue to display the Summary Information screen.
    5. The Portlet Title and Portlet Name field values are auto-populated by default. Overwrite these default values with a unique name. The Portlet Title and Portlet Name should generally be the same.
    6. Enter a value in the Portlet Functional Name field. The name of your survey is a good choice here.
    7. Click Continue to display the Summary Information screen.
    8. The Portlet Title and Portlet Name field values are auto-populated by default. Overwrite these default values with a unique name. The Portlet Title and Portlet Name should generally be the same.
    9. Enter a value in the Portlet Functional Name field. The name of your survey is a good choice here.
    10. The Portlet Description field is optional, but you can enter a value here that describes your survey portlet which may be helpful.
    11. Click the Advanced Options link -> Add Preference button to open the Add Preference dialog box.
    12. Enter surveyName in the Preference Name field and click Add to create a new Portlet Preference row
    13. Enter the Unique Name value from step 3 above in the Value field.
    14. Scroll down and click the Edit Principals and Edit Categories buttons to add groups and categories for the survey.
    15. Choose the Lifecycle Management option (Created, Approved, Published, Expired or Maintenance) for your survey and click Save.

Once your survey portlet has been successfully registered, a success confirmation message displays along with a link to Manage DLM Fragments.