TABLE OF CONTENTS

• Introduction
  • Form Setup
  • Form Builder
  • Email Options
  • PS/CSS/JS
  • Int. Field Grid
• Further Support

Introduction

ManagementStudio portal forms (Surveys) are used to gather information for Projects. The information gathered is stored in the custom forms and fields defined for the project. For example, a custom form can be created to record desk layout information: how many monitors, keyboard and mouse position, telephony equipment, coffee cup holder. The Survey would then be used to ask each user what their preferences would be. The Survey pages are associated with each of the main modules:

• Applications
• User Migrations
• Devices
• Mailboxes
• Bespoke
• Deployment Units
• Defects
• Tasks
• Contacts

The configuration of a portal form survey consists of five sections which are linked below. 

Form Setup

This link shows the basic settings of a portal form survey. e.g. Button labels, on screen messages, custom triggers, etc.  These settings can be used to make the survey a Questionnaire type survey, or a Pass/ Fail test type survey.  It's also possible to create a pdf attachment of each of the forms once they have been completed. This provides a 'hard copy' of the test which can be used for audit purposes if required.

The basic welcome, completion and instruction messages are defined within this section.

More information on this item can be found here

Form Builder

The general point of a survey is to gather information about a specific deliverable within a module. For example in the Applications module, it may be necessary to periodically ask the application owner whether the application is still licensed, used, needs updating etc. For a User, it may be necessary to gather information about their migration requirements. For a device, it may be necessary to canvas the device manager or even the engineer post-migration. The information gathered can be stored in the General Fields or Custom Form Fields. This link describes the process of creating and linking to those fields. 

More information on this item can be found here

Email Options

This section describes how to configure the email templates that are sent out as part of the Survey Process. There are three templates available to the survey process:

• Request Email - This email introduces the survey to the recipient and provides a link back to the survey which is hosted on ManagementStudio
• Reminder Email - if the user hasn't completed the survey after a period of time (defined in the Settings section), this email will be sent to gently remind the user of their obligation
• Complete (Confirmation) Email - This email is sent upon completion of the survey. It may contain the next actions or just a confirmation of what has happened

Each of the emails  can contain custom HTML, Markdown Language and an extensive list of variables. It is also possible to gently remind the recipient after X days if they haven't yet completed the survey.

More information on this item can be found here

PS/CSS/JS

The survey can be customised further using CSS, JavaScript or PowerShell. This link describes these options in more detail

More information on this item can be found here

Int. Field Grid

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.