The video below will demonstrate how to set up a survey in SharePoint 2013, the different options for question creation, how to fill out the survey, and then finally how to review the results.
Greetings fellow SharePointers! We were going talk about how to create and use surveys in 2013.
Within the SharePoint site, we will set up an Experience survey demonstrating how to use different types of questions. This survey will allow for anonymous and multiple responses, and we will demonstrate how to do that.
Step 1: Creating a Survey
Add an app and type in survey. A survey is just a special type of list.
Step 2: Advanced Settings
Go to Advanced Settings to select for questions to be anonymous and allow for multiple responses.
Step 3: Creating the Questions
As soon as we click next, SharePoint immediately takes me in and lets me start creating the questions.
Question 1: Do you have any experience with SharePoint?-We’ll make that a choice field (yes/no) and require a response, make it a drop down menu
Question 2: What versions do you have experience with? We’ll make this a required field too. Fill in the version options. Let these be a check box so that you can select more than one.
Question 3: Please rate the following SharePoint features. List the different features or a few features- lists, libraries, surveys, discussion boards, business intelligence. Then you can set the range 1-10 or 1-5. I think 5 is enough. And then well say at the bottom in the scale, don’t like, its ok, love it, and well do an n/a so that people can say not applicable to any of those items.
Question 4: Would you like to be kept up to date on the progress of our SharePoint installation? We’ll make this a yes no and a yes by default. That way if you dont change anything well be able to send you emails.
Last and finally create a place to provide an email address and make that a single line of text. We wont make the email address required and then well click finish.
Step 4: Branching Logic for Question 1
So now, where we would normally see the columns for list, we see each of the individual questions and the only thing left to do before we test it out is go back in and put in some branching logic for this first question. So if you have no experience with SharePoint, we are just going to jump straight to this question asking whether you would like to be kept up to date on the progress. So to do branching logic, we simply click on the question that we want to give branching logic to. Now that the question has been created, there will be options for branching logic. So if you say no to do you have any experience with SharePoint, were going to jump straight to would you like to be kept up to date with the progress. That’s how simple it is to create the questions. We used a couple of different options- choice fields, rating scale, yes/no, single line of text.
Step 5: Responding to the survey
Now just click on the experience survey and we can go ahead and respond to the survey. So because the first question has to be answered before any other questions can be shown, we have to answer it.
ex. Do you have an experience with SharePoint? Yes, I do. Click next. So now you can choose the options of which versions of SharePoint we have experience with. Notice now in the rating scale we have the different features of SharePoint listed from don’t like to love it. After completing all questions and entering email (not required), click finish. That’s how easy it is to create and respond to a survey.
Step 6: Reviewing Results
You can also click the links (see video) to see the survey results as people are filling out the survey as people are filling out the results. You can also switch back and forth to the overview as well as see all responses. For this example, that’s the only response to the survey we’ve had so far, so that’s the only one that will show. You can also export your results to excel if you want to do any further analysis.