Forum Discussion
Functionality in Excel and SPO survey
In my organization we have a helpline. I would like to create a form to fill in after a phone call. I need text fields, checkboxes, yes/no-options and so on, for different questions.
This should be located in our intranet (= SPO Team site).
For this I have tried Excel surveys and the SPO survey. They are both good, but have different issues that make them both unusable for me, if there are no workarounds.
* Excel survey: it is great to get the answers in one spreadsheet, but it is not possible to create a question with checkbox options (that is, multiple choices). There also is no option to assign or notify a specific user if for example their name is chosen as an answer in a question.
* SPO survey: multiple choices/checkboxes are allowed, but as far as I can see, it is not possible to analyse the input in any other way than "view a graphical summary", nor to connect the data to a spreadsheet. There is an option to chose between users as an answer, but there seems to be no notification setting connected to it. (Also, I would like the questions/form to show on a Team site page, but instead the answers show up ...)
Have I missed something, or does anyone know if there are workarounds?
Marten,
Why not use a Custom List form? It might be easier and more flexible.
So, the custom list will work fine, however, I have run into a problem:
The list is supposed to register manually entered info about incoming calls to our helpline.
I want a non-required field that addresses to wich employee the information about the call is to be sent. That is, person A takes the call, makes notes and wants person B to be informed, maybe just for information, maybe because B needs to work on the case.
Therefore, I would like it that an e-mail notification is sent to user B (or C, D ... in the organization). A regular task is not really needed, it's enough with an e-mail (a task is ok but the e-mail notification is essential).
But I do not manage to set it. I tried a workflow (have never used workflows before), but didn't really get it.
Any ideas? Thankful for all the help I can get!
You would really need to look at workflows but perhaps you can try this?
If you have a small number of people to be sent a notification (A, B and C) you can create custom views in your list for each of those users by having them in a drop down list. So when a task is created, choose A,B or C from the drop down. Then you could create an alert in the list which only sends an email to A, B or C when the list item is created or changed for that view. It's a bit manual but once you set it up and there are only a small number of users to be notified then it might work. Otherwise you need workflows and SharePoint Designer. Or if you are using SharePoint Online you can try Flow which should do what you need.
- Never really thought of that ... (blushes)
I'll give it a try.
You can export the results to excel:
That's true, however, I cannot connect it the same way as in an Excel survey, so that the answers are updated in real time
