Capturing Survey Response For Grid Questions - Voice Of The Customer

This article is about capturing survey response and sending email based on the response

Introduction

In our last article, we discussed about 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 response, especially for grid questions.

Requirement

Let’s say we want to capture training feedback survey response 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 custom solution to make it easy to deploy.

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

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


Click on the Set Properties button and 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 the different survey.


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

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

 
While adding answer make sure to compare question and survey name accordingly like following,
 
 
 
After checking answer for both the Dissatisfied or Highly Dissatisfied, group them using OR

 
 
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 like 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 contents!