Create a Survey

A survey is a new feature that provides a more powerful and flexible way to gather input from stakeholders outside your core BlueDolphin users.

NOTE: The Survey feature is replacing the Guest Links functionality.

This functionality enables users to easily create, share, and manage surveys, allowing external stakeholders to contribute directly to the Enterprise Architecture repository.

Key capabilities of this feature include:

• Sending surveys to multiple recipients simultaneously via email.
• Including multiple objects in a single survey (limited to the same object definition).
• Combining multiple questionnaires within one survey.
• Customizing survey permissions, deadlines, and titles.
• Sharing surveys through a direct link.

You can find the survey functionality on every questionnaire tab of a BlueDolphin object. You can access the questionnaire tab from either the Views or Objects tab.

Create and configure a survey

NOTE: Make sure to enable the object viewer  while working from a view.

1. To create a survey from a specific object, click an existing ArchiMate object from the View or Objects tab, and select the attached questionnaire you want to send.
   
2. Click the Create survey button to configure the survey.

You can configure a survey flow in three steps as given below,

1. Object configuration

1. Enter the Survey title, which clearly describes the purpose of the survey to stakeholders.
2. You can view the Object definition, which is pre-filled based on the selected object. This field is not configurable.
3. The Select object(s) dropdown displays all the objects from the same object definition. You can select up to 10 objects.
4. In the Select questionnaire(s) dropdown, you can select up to 5 questionnaires. Be careful with the survey length for recipient usability.
5. Click Next to the General configuration step.

2. General configuration

1. In the general configuration, from the Permission level dropdown, set the appropriate permission level for survey participants. By default, it is set to read and write.
2. Enter up to 10 email addresses of the users you want to send the survey to in the Add recipient(s) field. Press Enter after typing each email address to ensure the system adds the recipient correctly.
   
   Important: If you do not press Enter after each email address, the system will not add those users.
   Note: This field is optional. If you do not add recipients, you can still copy the survey link for manual distribution post activation.
3. The scheduling service field is set to Send Immediately, and is not configurable. Surveys will be sent immediately upon activation.

4. Choose a deadline from the dropdown menu to define how long users have to complete the survey. The default deadline is set to 2 weeks.

5. Enter any additional instructions relevant to the survey in the Notes. This text is visible to all the recipients.
6. Click Next for preview.

3. Preview

Here, you can preview your survey. You can check the number of users, objects, and questionnaires you have added.
Click Activate Survey to launch the survey and send email notifications to all recipients. Once activated, you cannot edit the survey. To make changes, you must create a new survey.

Once the survey is activated, you can copy the survey link here for manual distribution. The system displays the most recent response, following the "Last Input, First Display" rule.