Its important to note that the "Special Link Required to Access" and "Private/Confidential" options can NOT be changed after the Survey has been added.
Limiting Access: Special Link Required to Access
One of the most useful features of the Survey module is the ability to require a special link to access the survey and being able to limit the usage to just once per entity or once per case. This is done by using the "Special Link Required to Access" option and the "Once per Entity Only" or "Once per Case Only" options.
When the "Special Link Required to Access" is used, you can only send a link to the Survey by using a Template. You can still use the Template in an Auto-Action to have the survey sent automatically. To insert a Survey-Link in a Template, open a Template in the Template Designer, click the "Advanced Options" link and then click the "Insert Survey Link".
Number of Surveys Sent can only be tracked when "Special Link Required to Access" is used.
Private / Confidential
This selection determines whether the results of the survey are tied to the entity. If this box is checked, a survey will not show as completed by the survey recipient.
Survey-Results are meant to be viewed through reports. Each survey has a report tied to it that mirrors the survey form, and shows the results in descending order. To access a Survey-Results Report, go to the Survey Details screen and click the "Survey Results Report" link in the sidebar.
The "Entity Name" will only be shown on the Survey reports if the survey was originally created as "Private/Confidential" and "Special Link Required to Access".
Users must have Full Admin permission to access the Survey management page (the "Surveys" link under Settings) and to view the Survey results via the Survey reports, by clicking on "View All Reports by Entity Type" in the Home Page Sidebar and scrolling down to the "Surveys" section.
Survey modifications can be viewed through Modification History reports. Modification History/Activity Tracking is a granted access for any Permission Type.
Survey Form Differences from Regular Forms
Survey Forms by default are Single-Column and "Field Titles Vertically Stacked", for a clean vertical look.
When adding new fields to a Survey form, SAM automatically takes you to the "Create New Field" screen, instead of the "Add Existing Field to Form". The field type is automatically set to the "Survey - Rating Scale" radio-button-list, instead of prompting the user to select their desired field type. You can change the field type by clicking on the field in the Form Customizer.
You can add existing fields from the Survey's table by clicking on the "Add Existing Field" link below the Save button on the "Create New Field" screen. You can access the Table under Settings > Tables and Fields > Surveys. Each survey is self-contained, so fields from one survey can't be re-used on another.