18 February, 2011

How to create a survey in sharepoint 2010

Please refer the following steps regarding the survey creation.

-Click the Site Actions menu and select the Create option. The Create page will open

-Under Tracking, click Survey.

-Enter the name for the Survey as per your requirements

-Keep the default options as it is (eg. click Yes to display the survey in the quick launch)

-Select the proper options in the survey options.

-Next, Select the question type and settings and click Next Question

-When you’ve entered all questions, click Finish.
if you wants to make any modifications in the created survey then please follow these steps:

-open the survey list that we have just created

-Settings

-Survey Settings

you will see everything listed out here regarding the survey columns,survey permissions,advanced settings for the survey etc...

If you face any issues regarding the above mentioned steps then please let me know... I would be more than happy to help you as well as resolves your issues, Thanks

43 comments:

  1. Failed at first hurdle - Site actions menu has no 'Create' option.

    ReplyDelete
  2. Hello,

    Make sure you have appropriate rights to create the survey on the SharePoint site.

    one more thing by which you can check regarding the 'create' option:

    -open the shrepoint site i.e. home page
    -in the left hand side i.e. left navigation, you can see the list of created list and libraries
    -on the top of this, you will see 'view all site content'
    -please click on that
    -you will be re-directed to the page where you will see the 'create' option on the top of the page

    alternative to the above step: http://sitename/_layouts/viewlsts.aspx

    please check and let me know in case of any issues, thanks

    ReplyDelete
  3. Thanks for taking the time to respond. I managed to get to the Create/tracking menu from the generic URL you posted, but there was still no survey. After typing 'survey' into the search box, I managed to find it and get one started. I think not all installations of SharePoint 2010 are created equal.

    ReplyDelete
  4. Hi.. I've a question about this...

    how can I get the possible answers of a survey using a visual web part???

    can you help me?

    cdiaz.vtr(a)gmail.com

    previously grateful.
    thnx!

    ReplyDelete
  5. I have not created it but i had saved some links as i had used it last time for some research.

    here we go and hope so the following links will be usefull to you also.

    http://blogs.msdn.com/b/bethmassi/archive/2010/01/28/creating-a-sharepoint-visual-web-part-using-visual-studio-2010.aspx

    http://www.datasprings.com/resources/articles-information/user-controls-in-sharepoint

    Note: there is no out of box way by which you will get the visual webpart. Please follow the above mentioned links in which you need to use VS2010 to create the mentioned webpart, Thanks

    Please let me know in case of any queries/questions regarding the same, Thanks for your patience..

    ReplyDelete
  6. I have found your site to be very helpful! Thanks. I am having an issue with having users that are taking a survey being able to adjust the settings and view all responses...how can I limit their access to just completing the survey?

    Thanks.

    ReplyDelete
  7. First of all- Thank you very much for your appreciation.

    The minimum permissions that are required to fill the survey is contribute i.e. member rights so you need to make sure that the users who are participating in the survey are belongs to your site members group i.e. they should have contribute permissions

    Also, you can do one thing which we named as "permission filtering/management". Survey is a list so its quite obvious that you can manage the permissions on it. If your site consist of long list of groups created then you can break the inheritance at the list level and keep only that group who has contribute permissions. By doing this activity, one thing will be sure that only specific groups/ users are participating in the survey.

    The most important thing is advanced settings for the survey list. The advanced settings page allows you to configure who can see what responses and what they can edit. The advanced settings is broadly classified in two types: 1) READ Access and 2) EDIT Access

    so READ access: anybody can read but in terms of EDIT access:Only thier own

    Apart from survey, you can also enable "Auditing" on your site so that you can keep a track on which users are modifying the survey or trying to edit the other parts of the site.

    You can refer the following link to get the complete overview regarding the same: http://sharepointknowledgebase.blogspot.com/2010/09/sharepoint2010-site-collection-auditing.html

    If you have any queries/questions regarding the mentioned info then please let me know... I would be more than HAPPY 2 HELP U as well as RESOLVES your issues, Thanks for your patience..

    ReplyDelete
  8. Hi Amol...Thanks for sharing this information.

    I have one doubt. Now i'm working on Sharepoint 2007.
    Can We display all survey questions in one page? Now i posted around 10 questions in my Survey list,it took three pages to display these questions and I'm trying to display all questions in one page.

    ReplyDelete
  9. working on your requirements, will definitely reply asap, thanks for your patience

    ReplyDelete
  10. out of box, it not possible but can be achived by using this: http://www.kwizcom.com/objects/SurveyPlus/v1.5/KWizCom_SharePoint_SurveyPlus_Web_Part_User_Guide_v1.5.00.pdf

    I have tested this and worked like a charm. In case of any queries then please let me know, Thanks for your patience

    ReplyDelete
  11. Hello,
    I created some nice surveys and all works fine. Now I like to linke a MS Access 2010 database to these SharePoint surveys. Unfortunatelly they are not available ... only the document libaries can be linked.
    Please could you tell me what I miss?

    Thanks in advance

    ReplyDelete
    Replies
    1. FYI-Databases are blocked in sharepoint.

      I don't think that it is possible out of box for sp2010 surveys but will try to repro the issue at my end and let you know the results

      POSSIBLE WITH SP CUSTOM LIST:
      you can import it in sharepoint custom list without any problems: http://office.microsoft.com/en-us/access-help/import-from-or-link-to-a-sharepoint-list-HA001230313.aspx

      please let me know in case of any further queries, thank you

      Delete
  12. I have seen the survey options and found so good. Thanks Amol..
    Survey Report

    ReplyDelete
  13. Hi Amol,

    Good day to you mate! I need your help.
    I'm new to Sharepoint 2010 and i would like to learn on the developing the sites.
    Can you advise, what will be the best steps for me to start ?

    Thanks in advance :)

    ReplyDelete
  14. Hello Rajan,

    Please refer the following links by which you can start the basics on SP2010 Development:

    SharePoint 2010 Developer Training Course
    http://msdn.microsoft.com/en-us/sp2010devtrainingcourse.aspx

    Get Started Developing on SharePoint 2010
    http://msdn.microsoft.com/en-us/sharepoint/ee513147.aspx

    SharePoint 2010 Resources for Developers
    http://sharepoint.microsoft.com/en-us/resources/Pages/Developer-Training-Guide.aspx

    Getting Started with Development on SharePoint 2010 Hands-on Labs in C# and Visual
    http://www.microsoft.com/en-us/download/details.aspx?id=17215

    ReplyDelete
  15. Hi Amol,

    Thanks for the guidance. Its very helpful.

    ReplyDelete
  16. A very fine article and exceptional blog. Is there any way I can subscribe to new articles, you know like acquiring them on email or something like that.

    Making Survey

    ReplyDelete
  17. Hi i have a problem when i go and respond to the survey second time. below is my error details. please help me.

    Server Error in '/' Application.
    --------------------------------------------------------------------------------

    You are not allowed to respond again to this survey.
    Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

    Exception Details: System.Runtime.InteropServices.COMException: You are not allowed to respond again to this survey.

    Source Error:

    An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.

    ReplyDelete
  18. You may normally encounter an error “You are not allowed to respond again to this survey” when trying to respond to this survey.

    This may be because the survey is set(while creating the survey) to allow single response from a user. You can change this to allow multiple responses by going to

    Settings of the survey -> Title, description and navigation and set Allow multiple responses in survey options to Yes.

    ReplyDelete
    Replies
    1. Hi Amol,

      I am getting same error as ramanjulu "Server Error in '/' Application" on one server and on other server I am getting proper error page. How do I fix this server error? I do not wish to allow multiple answer but they should get custom error page.

      Thank you in advance.

      Delete
  19. Hi Amol,

    Thank you for your site full of great free information. Interesting to see the different posts and challenges others have. One thing I have learned about SP is that you have to have a really in depth knowledge about exactly what edition and version of sharepoint you have installed along with additional bells and whistles (excel services, report services, etc) AND versions of MS Office the clients are using. It has become a nightmare explaining to end users what we can and cannot do "out of the box".

    Today I have a question. I am building a simple rate survey (1 - 5) and would like to know is there a way to have sharepoint "count" the answers. In other words...sum up the 1's, the 2's, the 3's, the 4's, the 5's so that we can get a total score? I haven't found this sort of capability so far. Any ideas?

    ReplyDelete
  20. It is difficult in survey but it might be possible if we implement the same in a custom list.

    we create a questions in survey, just like that we can create columns in custom list as per the requirements we have.

    now the questions remains on 'sums/counting', so we can create a calculated column here to sum/count the "1's, 2's etc....

    let me know what you thinks, Thanks for your patience.

    ReplyDelete
  21. Hi amol
    i need you help
    i m new in sharepoint2010 .
    and i have to create a web site
    and i create a survey
    now i want to show my survey question in home page like other survey
    and then user can fill all the Answer then i want to a show a msg for thank you.
    can you tell me how can i show my survey in home page

    ReplyDelete
    Replies
    1. Its very easy...

      Survey is one of the list available in SP2010. All lists and Libraries are ultimately webparts so go ahead and add your survey list on the home page of the site and that's it..you are done!

      let me know in case of any queries, Thank you

      Delete
  22. Hi Amol,

    I am new to sharepoint. Currently i have got a reuirement to build quiz in sharepoint 2013. There will be set of questions and user has to answer the question and should get his score based on the correct answers.
    How can we aachieve it in simple way.( Questions will be changed for every 15 days manually) If we can achieve this through lists it would be great if you provide the entire detail on this.


    Thanks in advance,
    Preethi

    ReplyDelete
    Replies
    1. yes, you can use the survey as custom list for this requirement.

      Delete
  23. Hi Amol,

    I am having 2 doubts:

    1) My client take survey after every 6 months. So after every 6 months questions get change.
    then how to manage multiple survey.

    2) And i want one report from that i will get user name,who not respond to that particular survey.

    ReplyDelete
  24. I can give you two options:
    1- maintain a single survey list and create multiple views with respect to differ questions.

    2- Survey list is always a tricky option, if you create a custom list in a survey manner which is quite simple to proceed and collect the date also.

    let me know your thoughts on this. thanks for your patience.

    ReplyDelete
  25. Hi,

    I have a mystery column when creating the survey 'Order' I cannot find any way of getting this off. Would appreciate any help.

    Regards,
    Koyes

    ReplyDelete
    Replies
    1. There are so many ways by which you can delete this column or remove it from the survey.

      - by means of list settings
      - by means of SPD

      pls let me know in case of any queries, thank you

      Delete
  26. i will create a survey i wanna make sure it will be displayed in my portal and how?

    ReplyDelete
    Replies
    1. yes, this is definitely possible to display a survey on your portal.

      see when you create a survey then it is ultimately a list so you can add that list as a webpart on the home page of the portal.

      here are the steps:
      -open your site
      -site actions
      -edit page
      -add a webpart
      -list and libraries
      -select the survey list that you have created
      -click ok
      -it will be displayed on your portal without any issues

      in case of any queries with respect to the above mentioned information then please let me know, Thanks for your patience.

      Delete
  27. Hi Amol,
    I'am facing problem while branching question, I went to Survey Setting page after which I cant do the branching question, if the option in checkbox is 'yes'I've to add a another question,please help me..

    ReplyDelete
    Replies
    1. here is the information that will help you with detail explnation:
      http://office.microsoft.com/en-in/sharepoint-server-help/add-branching-logic-to-a-survey-HA010209065.aspx

      http://blogs.msdn.com/b/richin/archive/2010/10/27/branching-logic-in-sharepoint-2010-surveys.aspx

      Delete
  28. Is it possible to display the list of survey responses in a separate web part that would allow the user to sort and modify. I want the survey to act as a "task", so each time someone responds to a survey, it shows up in a list for someone to take action and then "complete".

    ReplyDelete
    Replies
    1. You can display the survey list as a webpart so that no need to go to the actual list and see the responses.

      second thing, take the export of the survey list and display it in a excel web access webpart.

      Delete
    2. let me know in case of any queries, thank you.

      Delete
  29. Hii Amol,

    Poll Web Part In share point 2010
    Users will be able to respond to the opinion poll and select an option for the poll. The users will also be able to view the results against each poll.
    The opinion Poll/Survey will be a Custom Web part will be implemented using JQuery, HTML, VS 2010
    Dept. Heads will be able to Create/Edit/Delete and opinion polls.
    Dept. Heads will be able to view summary of responses outlining the survey/opinion poll findings.
    Reply ASAP

    Thanks
    Deepak chauhan

    ReplyDelete
    Replies
    1. Thank you for providing the complete details as a brief description but Sorry didn't understand what exactly the query is? are you facing any error message while using this web part? if you provide these details then that would be great. Thank you

      Delete
  30. Can you help me in creating a survey report of all users?

    ReplyDelete
    Replies
    1. Yes sure, just let me know where you stuck presently? I mean what kind of survey is this? How many columns you have created up till now? if you can describe your query in detail then that would be good for me to explain in detail also.

      Thanks

      Delete
  31. How to display all the questions of a survey in a single page and provide feedback button for each question?

    ReplyDelete
  32. Hi Amol,

    I have set the Multiple responses to Yes as I want the same Survey to be by the users quarterly.

    I have added a ListItem event receiver (ItemAdding) which checks whether user already responded and displays the custom message.

    The problem is that this message is coming after the Form opens while clicking on the Finish button.I want the message to come as soon as Respond to Survey button is clicked.

    Thanks


    ReplyDelete

Your feedback is always appreciated. I will try to reply to your queries as soon as possible- Amol Ghuge

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