This article explains the steps recipients must follow to complete a survey.
When you receive the survey invitation via email, click the Open Survey button. This action will redirect you to the survey start page, where you can view the configuration made.
When the survey opens in the browser, recipients will see a preview of the survey summary, which may include any notes added by the sender.
The summary provides the following details:
Object definition: The type of object associated with the survey.
Number of objects: The total number of objects included in the survey.
Number of questionnaires: The total number of questionnaires included for each object.
Deadline: The deadline by which recipients must complete the survey.
The survey interface for recipients is designed as follows:
Each object is displayed on a separate page, and all the related questionnaires are shown in expandable and collapsible sections.
Survey fields display according to the BlueDolphin configuration settings defined by the sender.
Questionnaire fields with a set description show an (i) icon to survey recipients. When users hover over the icon, it shows the description, which provides additional context or guidance for completing the field. Fields without a description do not display the icon.
Questionnaire fields
Date: You can either type your date or use the date picker. The date is displayed in the format set in the language settings in your browser.
For example, if the browser language is set to Dutch, the date is displayed indd-mm-yyyyformat.Checkbox field: Instead of a checkbox, Yes/No is displayed.
Currency and Numbers: follows the language settings in your browser.
Euro: Displays number with comma(,) as a decimal sign(e.g., 255,00)
Dollar: Displays number with dot(.) as a decimal sign( (e.g., 255.00)
Multi-line text: You can resize the text box and add your content. To resize, click and drag the two diagonal lines at the bottom-right corner of the text box.
Text: You can add the text as much as you have configured in the questionnaire.
Hyperlink field: Opens the link in a new window
Relationship field: The icon shape and look depend on your BlueDolphin configuration and which object definition the relationship needs to be created to.
For more information on managing the fields in the Questionnaire, refer to the Manage Object Questionnaires article.
To successfully submit the responses and ensure the input is recorded meaningfully, the recipient must complete the Acknowledgment section.
The name entered here is logged and visible in the History tab for traceability. Submit the survey once complete.