Dynamic Survey in Microsoft Dynamics 365

            When conducting a Survey it is very important to sequence the order of questions and show a relevant question to the respondent based on the response received. Displaying or hiding a question based on the response received from an earlier question is a critical part of any survey. For example, If a question for example, “Do you own a car or motorbike” cannot be asked if the response to an earlier question “Do you own vehicles” is "No". Hence there is a need to display/hide questions based on the response selected in a previous question. Lets look at how dynamic Survey questions can be configured in Microsoft Dynamics 365.

Example Scenario

Example: Survey to capture Carpooling interest 

Question 1: Do you commute to Work?

Response: Yes/No

If Response to Q1 is Yes,

Then

Q2 – which forms of transport do you use to get to work?

Answer Options: Car/Motorbike/Cycle/Walk/Public Transport

Else (i.e if Response is No)

               End Survey

IF Response to Q2 is Car

Then

               Q3 – Would you consider car pool?

               Answer Options: Yes/No

Else

               End Survey

IF Response to Q3 is Yes

Then     

               Option to enter respondent details below

Else

               End Survey

Steps to Configure the Survey

Step 1 – Create Survey

Step 2 – Designer Form - Create Questions (also create question that needs to be populated dynamically

Step 3 – Configure Question that needs to be populated dynamically

Step 4 – Create Response Routings

Step 5 –  Create Response Conditions

Step 6 -  Create Response Action (Add Positive and Negative Condition to the Response condition)

Step 7 – Create Response Action (Add Negative (otherwise/else)Condition to the Response condition)
Step 8 - Publish the survey

Step 1 : Create Survey

1-     Survey Form – This form is used to enter basic details/configurations about the survey

2-     Name your Survey to distinguish from others.

3-     Use Captcha – This enables the captcha image verification before the survey is begun

4-     Header Text – This is an important field because if not set properly then it defaults to the Organization name. Respondents see this name as the name of the survey on the start page.

Step 2 – Create Questions

1-     From the form selector, select the ‘Designer’ form

2-     From the resulting designer screen, please create questions. Here in this case we are creating two pages and multiple questions as shown below.

Step 3 – Configure Question that needs to be populated dynamically

1-     Select the question and click on the edit button of the question to open the question in a new form

2-     In the resulting question form, scroll down and navigate to the “LAYOUT” Section and change the field “Visibility” to “Do Not Display”

3-     Perform this step for all the questions that needs to be hidden and displayed dynamically based on the response.

Step 4 – Create Response Routings

1-     Navigate back to the Survey page and from the Related Entities section, select the “Response Routing” tile

2-     Add a new Routing response from the resulting page

3-     Enter name in the Routings Response  page and save the record

Step 5 –  Create Response Conditions

1-     Navigate to Check section and select Question field. Select the parent question from where the new question is to be displayed. In first case Select the question “Do you commute to work?”

2-     Select the Answer “Yes”. Selecting this answer will display the new question

3-     Select the operator – Here it defaults to “Selected”. This means if the answer “Yes” is selected. The operator will change based on the response type

 

Step 6 -  Create Response Action (Add Positive to the Response condition)

1-     Navigate back to “Response Routing” page

2-     Scroll down and navigate to “Actions” section and click on + and add a new action (Alternatively you can create action from related entities tile too)

3-     Select Scope to “Client”. This means we are going to perform client side actions.

4-     Enter “Name”, “Description”, “Survey” in the new form

5-     Select  Show from “Action” optionset. This means the question will be shown. Please note the other options available which can be performed

6-     Select the “Page”, “Section” and the “Question” from the lookup. In this case select the question which needs to be displayed.

Step 7 -  Create Response Action (Add Negative (otherwise/else)Condition to the Response condition)

This step is important to configure even if its is not mandatory. If we don’t configure this step then if the respondent first selects the Response as “Yes” (which displays the related question) and then changes mind and selects “No” the new question will not be hidden . Hence we need to add an action to hide the question if the other condition is selected.

Step 8 – Publish the Survey

1-     Peform Steps 5-7 for other dynamically hidden questions

2-     Test and Publish the Survey

Output

This how the Survey will be displayed to the respondent

Welcome Page

Parent Question

 Hide Question Dynamically

Displays Question dynamically

Selecting the “Car” option displays the next question

On further Selection of the question