Capturing Survey Response For Grid Questions - Voice Of The Customer

Introduction

In our last article, we discussed the training feedback survey using Voice of the Customer. If you are new to the voice of the customer, please refer to my earlier article for getting started. In this article, we are going to discuss how we can capture survey responses, especially for grid questions.

Requirement

Let’s say we want to capture training feedback survey responses and want to send feedback through.

Email to a specific member in case the question response is dissatisfied or highly dissatisfied.

Solution

To capture the response, we can create a workflow on the survey response, so let’s start!

Navigate to Settings-> Processes->New

It is recommended to keep your customization, including workflow/plug-ins in a custom solution to make it easy to deploy.

Workflow Creation process

Fill in the "Create Process" properties like the following and click OK.

Creating a custom solution

Keep survey workflow "Started" with default and set scope for the organization. We are going to utilize a custom workflow that comes with VoC Solution in our workflow. We will be using the Get Question Response option here,

Setting up the Workflow

Click on the Set Properties button set Survey response and fill in your question, while selecting the question make sure to compare your survey name if you are using similar questions for different survey.

Similarly, you can configure the same steps for all the other questions required based on your survey.

Adding check conditions

Now we need to add a check condition to check if the question response is Dissatisfied or Highly Dissatisfied. Click check condition and check question answers like the following.

While adding answers make sure to compare questions and survey names accordingly like the following.

After checking answers for both the Dissatisfied or Highly Dissatisfied, group them using the OR

Email configuration

Now add an Email step and click on the Set Properties button to configure email properties. We can add a question and its answer using Form Assistant,

After adding the question and answer it should be like the below

Finally, save and activate your workflow, now test your survey. It should create an email if there is an answer with Dissatisfied or Highly Dissatisfied for the survey question like below.

Stay tuned for more Dynamics 365 content!