CiviCRM Community Forums (archive)

hello, just curious if there existed yet an easy way to create custom survey data fields , attach them to a survey in civi campaign and query groups (civi results) based on these questions. The furthest we get is being able to display the "results set" - when you edit the survey sure enough the questions are there under "Survey Data" but how to make these appear in questionnaire form after you reserve the respondents so as to record each respondents answer , then be able to search by it. Something as simple as "Who are you voting for, Candidate A or B?" for phone banking for example. Checked the manual and tried to load the questions into a profile as survey data but using 4.0.5 that doesn't appear possible. Any feedback greatly appreciated. H

Coleman, thanks for answering, the issue is at sitename.org/civicrm/survey/add?action=update&id=2&reset=1 we see the custom data questions that we created for the survey, i.e. the custom data survey field set at sitename.org/civicrm/admin/custom/group/field?reset=1&action=browse&gid=7 but cannot for the life of us figure out how to display these when interviewing respondents.  Adding them as custom data activity fields and then into a " survey profile "which is then in turn loaded into our survey at sitename.org/civicrm/survey/add?action=update&id=2&reset=1 does not work either. When we tried to move them them from user and user admin only to public pages listings we get a searchable error msg ("you cannot mark fields as searchable that contain fields for multiple record types") too. (not that we want them public, we would use civipetition for that).

We just want to conduct the survey, aka who are you voting for, record the response and be able to retrieve the respondents in civi advanced search based on their answer.

PLease let us know what we are missing. If webform responses were searchable in civi, we could just try that. H

We are now able to create a survey, load the custom data fields (questions) into a profile, then load the profile into the survey for example at http://site.com/civicrm/survey/add?action=update&id=1&reset=1
We asked the respondent and all we need to do is search the results in the advanced search. How do we do that? They are all marked searchable in the activity custom data field set created at http://site.com/civicrm/admin/custom/group/field?reset=1&action=browse&gid=10

We just need to know how to retrieve the responses in the advanced search. In other words, how to search the custom activity fields (the questions and their associated responses) in the advanced search?

Just want to ask the respondent a question and then use basic civi features by seaching respondents based on their responses to a set of questions.  Any assistance appreciated. H

Yes. Looking at the advanced search we can search by particular campaign or survey, which retrieves those who responded. But we want to search by the actual responses, the familiar what's your favorite ice cream question. All the documentation seems to cover it as being done by civi survey as a basic organizing thing : go door to door, record the responses or use a phone bank.

We tried  to load the actual questions themselves as custom data fields set, of type activity, then in turn load these fields into the correct civiprofile that, er,  in turns gets loaded into the civi-survey itself (?) so you can reserve the respondents and interview them.

Thought the responses would either show under the custom data field sets or activity search in advanced search.

On the CMS side, itt would be great to just create a webform then be able to search the responses to those fields / questions in civi, but still not able to see how to do that without coding a hook / extension to make the webform data be searchable and retrieve contacts based upon their responses, i.e. retrieve those who  answered favorite flavor  chocolate vs. strawberry, etc.  then use standard civi functionality to follow-through with them.  Does webform do that yet or is custom code needed? H

what CMS? if drupal it might be something to explore via Views

Just curious if any one has figured out how to query the responses in the advanced search using civisurvey functionality before we start custom coding. Thanks! H

Hi,

did you create your custom fields as "searchable"? I you haven't, they won't be in the search form

X+