Introduction
Each of the main modules has the ability to create a survey used to communicate with end-users and the project team. To enable administrators to extend the presentation and/or functionality of the surveys, the following technologies are supported by ManagementStudio:
| Technology | Description |
|---|---|
| PowerShell | Automate ManagementStudio tasks and interact with external applications via API. |
| Cascading Style Sheets (CSS) | Control the visual aspect of how HTML elements appear on the screen. For example, typeface and fonts used, and the colour of text or backgrounds. |
| JavaScript (JS) | Programatically modify the structure of HTML and add dynamic functionality. For example, automatically adding standard footer text to surveys. |
TABLE OF CONTENTS
Accessing the Editor
Surveys are available for all migration modules and are accessed through the Administration module:
Administration > [Module] > Surveys
The examples used throughout this document are based on the Applications module and is accessed through:
Administration > Application > Surveys
From the Surveys page, either create a New Survey (1) or select an existing survey from the Select Survey (2) dropdown menu. With the correct survey loaded, select PS / CSS / JS (3) from the vertical tabs on the left.
Using PS/JS/CSS
The default functionality can be extended by using JavaScript (JS) and Custom Style Sheets (CSS) to manipulate the presentation of the form, and PowerShell (PS) to interact with the data held by ManagementStudio.
For example, a company wants to use the survey functionality to issue a new IT policy to users. The PS/JS/CSS section could be used to create a custom workflow that tracks which users have received the new policy, and those that have/haven't accepted it:
JS
The 'Submit' button could be disabled until the user has ticked the terms and conditions box to acknowledge they have read and agree to the new IT policy.
TIP: To have the web page render with a 100% width paste this code into the 'Custom JS' box.
document.getElementById('header-container').setAttribute("class", "container-fluid"); document.getElementById('body-container').setAttribute("class", "container-fluid");CSS
Important areas of the policy could be highlighted using a different background colour. This would be defined in the survey's CSS and referenced in the survey text.
PS
A custom workflow could be created to track the policy take-up:
| Workflow | Description |
|---|---|
| 5.1 - Email Policy | When users are placed in this workflow, a custom automation rule would email the survey to the appropriate users and move them to the next process. |
| 5.2 - Users Received Policy | Users in this process have received the policy. When they have read and accepted the policy (by clicking the Submit button), a PowerShell script could mark when the policy was accepted in the user's record and move them to the next process. |
| 5.3 - Policy Accepted | This process contains all the users that have accepted the new IT policy. |
By creating this functionality, project administrators are able to track progress at a glance.
More information and examples of how to use PS/JS/CSS in Surveys can be found at:
https://support.managementstudio.com/a/solutions/articles/14000129763
Further Support
If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.