Install Questionnaire on SharePoint Online

Settings up SharePoint Surveys

Creating a SharePoint Survey

Tip: By default already one survey is created for each site.

Creating survey’s in SharePoint Online is currently not possible via the GUI and therefore survey’s must be added via a PowerShell script. (can be requested at the supportdesk).

  1. In the create survey script fill in the proper details
 Import-Module "C:\program files\anywhere365\scripts\A365\Microsoft.SharePoint.Client.dll" # point to client bin dll for sharepoint Import-Module "C:\program files\anywhere365\scripts\A365\Microsoft.SharePoint.Client.Runtime.dll" # point to client bin dll for sharepoint $site = "UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents Each Contact Center has its own settings, interactive voice response questions and Agent with specific skills. Agents can be member of, or sign up to, one or more Contact Centers. Configuration site url" # enter the site url of the UCC where the Survey must be created $surveyTitle = "Survey title" # add the survey title $username = "" # add the sharepoint online site collection administrator account (most likely the service account of the ucc) $password = "" # add the password $useDefaultNetowrkCredentials = $false # if the signed in user, who is running the script has SSO to SPO, this can be set to true.
  1. In the move survey script fill in the proper details
 Import-Module "C:\Install\WORKSTREAMPEOPLE\MigrationSPO\Microsoft.SharePoint.Client.dll" # point to client bin dll for sharepoint Import-Module "C:\Install\WORKSTREAMPEOPLE\MigrationSPO\Microsoft.SharePoint.Client.Runtime.dll" # point to client bin dll for sharepoint $sourceSite = "old UCC configuration site URL" # enter the site url of the UCC where the Survey must be copied FROM $sourceSurveyTitle = "Old survey title" # enter the survey title which must be copied $destinationSite = "UCC configuration site URL" # enter the site url of the UCC where the Survey must be copied TO $destinationSurveyTitle = "New survey title" # enter the new survey title which must be added $sourceUsername = "Username for old" # add the sharepoint site collection administrator account (most likely the service account of the ucc) $sourcePassword = "Password for old" # add the password $sourceUseDefaultNetowrkCredentials = $false # if the signed in user, who is running the script has SSO to SPO, this can be set to true. $destinationUsername = "Username for new" # add the sharepoint online site collection administrator account (most likely the service account of the ucc) $destinationPassword = "Password for new" # add the password $destinationUseDefaultNetowrkCredentials = $false # if the signed in user, who is running the script has SSO to SPO, this can be set to true.
  1. To access a created survey on SharePoint online, go to the direct URL;

https://your sharepoint online site collection url/ucc site/UCCConfigTemplate/Lists/survey title/overview.aspx

 

Configuring the SharePoint Survey

  1. Open the Survey Overview. (can be done by selecting the Survey)
  2. Select Settings

  3. Select Survey Settings

  4. Select “List name, description and navigation.

  5. Change the value from “Allow multiple responses?” from No to Yes


Setting up the Survey

  1. Open the Survey Overview. (can be done by selecting the Survey)
  2. Select Settings

  3. Select “Add Questions”

  4. The first Question must always be “CorrelationId” (Note that the Question must be exactly the same, including upper and lower cased)

  5. Change the type to “Single line of text”

  6. Select “Next Question” in the lower right corner

  7. Enter the desired Questions for the Survey
    1. Note that when using the Survey over multiple UCC’s that Question needs to be the same. (it is easier to save the Survey as template)
  8. The last Question must always be a Yes / No Question.
    1. The name can be optional, but “Save Survey” is a logical name.

  9. Change the Type to “Yes / No (check box)”.

  10. Select “Finish” in the lower right corner

 

Configuring Anywhere365 for Surveys

When the SharePoint Surveys are in place, Anywhere365 needs to be configured for it will use the Surveys.

  1. Navigate back to the UCC Configuration screen
  2. Select “Settings”
  3. Add / Edit the Settings “EnableSurveyCreation”
  4. Set the value on “True”
  5. Select “Save”
  6. Add / Edit the Setting “SurveyList”
  7. Add the Title of the Survey. (Note that you can add multiple Surveys by using comma separation, don’t add a space after the ,)

  1. Select “Save”

 

(Optional) Configure Surveys for other dialogues

By default only Inbound Dialogue is used for Survey, you can use the following settings to alter this:

 

Setting up Survey to SQL Feature

Introduction

To fully use the Questionnaire function a Survey to SQL Feature needs to be deployed. This tool needs to be activated on the SharePoint Server.

Learn More


Configure Anywhere365 for the Survey to SQL Tool

  1. Navigate back to the UCC Configuration screen
  2. Select “Site Contents” in the left menu
  3. Select “Settings”
  4. Add / Edit the Settings “SurveyConnectionString”
  5. Enter the connection string to the Survey Database.
  6. Tip: Copy the information from “CDRConnectionString” and change the database name.
  7. Select “Save”

 

SQL Database buildup

The Survey Database is buildup as followed.

UCC_Surveys

The Surveys table gives an overview of all the Survey that are being synced in the SQL database. This includes the ucc_id (to connect with Anywhere365 CDR Database), Title of the Survey and the Last Sync date time.

 

UCC_Surveys_Questions

Each Survey has a set of Question, these are saved in the Survey Question table. The table has a foreign key with the Surveys table and the text of the Question.

UCC_Surveys_Response

Each time a survey is completed a Response is added in the Survey Response table. With a foreign key to the Survey and the User table, it if possible to see who entered the Survey. Also is available when the Survey was completed (CreatedOn) and regarding which Call (CorrelationId).


UCC_Surveys_Users

To connect a Survey to a User, the Display name of the SharePoint account is saved in the Survey Users table.

 

UCC_Surveys_Answers

The Answers given during the response are saved in the Survey Answer table. The table has a foreign key to the Question and the Response table, this way it is possible to see which answer was given to which question in which response. The table also has the text of the answer.


Reports Survey addition

When Questionnaire is successfully installed and used, the reports (v 3.0.14295.0 and higher) will automatically show the Surveys.

 

Call Overview

In the Call overview a column Survey is added. It displays in green the number of uncompleted surveys and in red the number of completed surveys.

 

Call Details

In the Call Detail report the available surveys will be shown in green. By clicking on the green survey the User will be forwarded to the Survey to response to the Survey. Completed surveys will be shown in red and aren’t clickable.