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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating multiple surv...
Customer experience | Sales, Customer Insights,...
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Creating multiple surveys by code with the same form, but different parameters

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Posted on by TheSec 10

Hello,

seems I got stuck and there is no solution for my problem using customer voice.

I have created a power app for the board members. It schedules (Teams) meetings and provides information and files on multiple items of the agenda.

After those are introduced there will be surveys on every item.

I thought it's possible to programatically generate multiple surveys from one Template, but it seems that isn't possible.

The values for project and survey for a DCV are fixed and set by the frontend. No way to change them and so I can only create on Survey from one DCV record.

To cover 10 surveys at one meeting I'd manually create 10 in the frontend, what totally defeats the purpose if the app.

I fear I will have to manually develop my own surveys if I want to get this online.

If I have taken this wrong and there's a way to do it I'd really appreciate any input.

Thanks in advance

Sec

I have the same question (0)
  • Verified answer
    Welly Lee Profile Picture
    Welly Lee on at

    TheSec -- you can reuse the same survey and use personalization to add context such as meetingID and agendaID. wrote a couple of topics for how to pass variables to forms pro (previous product name of customer voice) at 

    https://meganvwalker.com/using-parameters-to-pass-forms-pro-survey-context/

    https://meganvwalker.com/passing-variables-through-the-forms-pro-survey-url/

  • Suggested answer
    TheSec Profile Picture
    TheSec 10 on at

    Hello Welly Lee,

    thanks a thousand for these articles. It's too early to say that this solves all my problems, but functionality wise Megan's tips cover the issues I have. Remarkable stuff.

    I will check this out und create a concept. Fingers crossed that this will work.

    I will let you know if I'm able to achieve my goal.

    Best Regards

    Sec

  • TheSec Profile Picture
    TheSec 10 on at

    Hello,

    I have tried everything and I'm close to give up. I replicated all steps known so far creating a survey per code or via flow and I'm stuck always at the same point.

    What I need is are copies of surveys by functions and get the new formID back. From this point I can do everything I want.

    My code fully works when I create manually a copy of my survey, copy and paste the formID from it's URL into my code.

    Without this I get e.g. 10 invitations to the same survey because of the same formID which doesn't work in my case.

    Any thoughts appreciated.

    Sec

  • Verified answer
    Welly Lee Profile Picture
    Welly Lee on at

    TheSec -- please contact me at welly.lee@microsoft.com to schedule a meeting and discuss your use case.

  • TheSec Profile Picture
    TheSec 10 on at

    Hello Welly,

    thanks a lot for the clarification.

    For all other members here I was wrong that a survey and it's counters are bound to the person and the form.

    They are bound to the unique invitation link. Every Invitation created by code generates a new array of invitation links connected to the persons representing a survey "package".

    So 5 invitations generate 5 arrays you can track.

    In short when I create different invitations to a person the data is separate and can be reported as lang as I provide my additional variables and catch them for reporting in my own report list or table. this way I can filter them myself afterwards.

    Looking forward to see variable filtering directly in DCV some day.

    I will now check this out and get back to you as soon I have something to show.

    Regards

    Sec

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