DXC Online Microsoft Training

Overview of the latest features

Licensing Solution

Updating the Customer Engagement Intelligent Survey Solution

Intelligent Survey Flows (Last update 24/01/24)

Manual Survey Publish Flow

Create Relationships off Conduct Survey

Intelligent Survey & Azure Web App

Intelligent Survey & Azure Web App version 4.16.4.16

Intelligent Survey & Azure Web App Version- 4.16.4.19

Intelligent Survey & Azure Web App version 4.17.0.3

Intelligent Survey & Azure Web App Version 4.18.0.2

Intelligent Survey & Azure Web App Version 4.18.0.2- Application user enabled

Portal deployment files

Intelligent Survey & Portals

Intelligent Survey - 4.14.3.3

Intelligent Survey - 4.15.1.5

Intelligent Survey - 4.15.4.2

Intelligent Survey - 4.16.4.2

Intelligent Survey - 4.16.4.16

Intelligent Survey 4.16.4.19

Intelligent Survey 4.17.0.3

Intelligent Survey 4.18.0.2

Intelligent Survey 4.19.0.1

Intelligent Survey 4.20.1.1

Intelligent Survey 4_20_3_16

Entity Relationship Diagram

Changing between Information View and Survey Designer View

Survey Templates Described

Creating Survey Tabs

Creating Survey Sections

Master Sections

Mandatory questions validation

Enhanced survey navigation

Enhanced survey navigation version 4.17

Creating Survey Questions

Relationship between questions

Calculated Question Type

Calculated Question & Functions

Capture Score Question Type

CheckBox Question Type

Currency Question Type

Date/Time Question Type

Date Only & Time Only Question Type

Decimal Question Type

Display Image Question Type

Graphical List Question Type

Grid Question Type

Label Question Type

Image Capture Question Type

Integer Question Type

List Question Type

Lookup Question Type

Filtered Lookups

Multi CheckBox Question Type

Multi Line Text Question Type

Show Subgrid (Run Child Survey) Question Type

Single Check Box Question Type

Signature Question Type

Text Question Type

True/False Question Type

Search Field Configuration

Linking questions and displaying relating data

Summary Question

Document Upload

Image Annotation

Survey Answer Overview

Answer Master Functionality

Loading Answers From Target Entity

Default answer values

Answer Categories

Answer filtering

Creating Survey Actions

Creating actions based on questions.

Apply Custom Filter Action

Clear & Hide Question Action

Clear & Hide Section Action

Custom Script Action

Go to Question X Action

Hide Question Y Action

Hide Section Action

Hide Tab Y Action

Make Not Required Question X Action

Make Required Question X Action

Make Section Required Action

Make Section Not Required Action

Perform Alert for Questions Action

Set Answer Colour Action

Show Question X Action

Show Section Action

Show Tab Y Action

Stop Survey Action

Actions added to Decimal & Integer Question Types

Create Child Survey Action

Limiting number of child surveys

Clear Child Survey Action

Make question read only action

Make question editable

Using the Scoring Functionality

Using Score Value to Trigger Actions

Survey completion percentage

Enhanced survey completion percentage

Survey Response Report

Creating a Survey Report Template - HTML5 report

Header, Footer and Cover HTML

Include Cover Sheet Detail on Survey Response Report

Other Reporting Settings & Controls - Survey Tab

Other Reporting Settings & Controls - Survey Section Tab

HTML reporting- technical components

Add HTML report to Conducted Survey Related Entities

Show Multi-Checkbox answers are the same as the Survey in the report PDF

Generating blank PDF reports

Survey Setting Overview

Using the 'Enable Auto Save' Type in Survey Settings

Using the 'Response Email' Type in Survey Settings (Version 3.14.6 or earlier)

Using the 'Enable Auto Send' Type in Survey Settings (Version 4.5.6 onwards)

Mandatory Question Highlight Colour

Place holder text settings

Grid Question Configuration settings

Spell check

Image capture setting

Document upload configuration

Child Survey Chaining

Date and Time settings

Survey Allocation

Setup Steps

Overview

Add versioning to a pre-existing tempalate

Creating a Version

Restoring templates

Versioning Q&A

Overview

Viewing Audit history

Auditing Q&A

Overview

Multi Checkbox question

Generating custom (report) entity

Custom/Report Entity field mappings

Security

Step 1: Create Word Template

Step 2: Applying Word Template to Survey Templates and when it is executed.

Step 3: Microsoft Flow for converting documents to PDF

Step 4: Run survey and produce PDF report

Survey Templates with Grids & Child Survey

Key Items to Note

Previewing a Survey

Publishing a Survey

Cloning a Survey

Cloning a Survey using Flow

When should I create Tabs

Currency Decimal or Integer

Intelligent Survey Migration Tool

Steps to Deploy

Survey Migration Tool Download Files

Tips and Tricks

Custom Fields and Multiple Templates

Overview

Setting up Alternative Intelligent Survey Language

Survey components and subcomponents

Dynamics Validation Messages

Overview

Prerequisites

Changes to Web Template entity

Intelligent Survey Portal Flows Solution