Testing survey configurations

The following table provides challenges that you might face and solution to those challenges:

Issue

Solution

The client is unable to submit survey responses.

Ensure that you have provided Read, Write, View, and Delete access to the Survey object on the SelfService Profile page.

The question is visible on the survey page but the input box for the question, such as text box, list, or check box is not shown.

Ensure that you have made the question field visible on the Survey Field-Level Security for SelfService Profile page

  1. Navigate to Setup > Develop > Sites.
  2. In the Site Label column, click your Self Service site.
  3. Click Public Access Settings.
  4. In the Field-Level Security section, configure the visibility of the question field.
  5. Click Save.

Not able to see the Self Service profile in the Setup > Manage Users > Profiles list.

The Self Service profile is available on the Setup > Develop > Sites page.

  1. Navigate to Setup > Develop > Sites.
  2. In the Site Label column, click your Self Service site.
  3. Click Public Access Settings.
    The Self Service profile page is displayed.

A survey question is added in Help Text field but it is not showing in the Survey.

Ensure that on the Remedyforce Administration > Application Settings > Surveys page, the Use Help Text values, not Field Label, as survey questions check box is selected.

Clients are not receiving email message with the survey link.

Ensure that the right workflow is activated and the right email template is linked with the workflow.

A survey question is not available in the field set; however an error for mandatory question is shown to client while submitting a survey.

Ensure that you mark a question as required at the field set level. For more information, see To mark a field as required in a survey.

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