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Sharepoint capabilities RRS feed

  • Question

  • A client has come to my company asking us to find them a way for them to send their subsidiary companies a form that they need to fill out providing them with info such as who is their health benefit provider and life insurance provider.

    We have been looking at different programs and we think sharepoint could be our answer.

    Is there a way that the client can set up the questionnaire on sharepoint, be able to view the results of each survey, and see who has responded to the survey and who hasn’t?

    Tuesday, August 19, 2014 7:32 PM

Answers

  • Hi Tjoneswork,

    You can set the excel file as the template of Documents content type in a document library.

    Users need to click New Document button in the ribbon to new a document in the library using the Documents content type, they will get the excel template opened in office.

    After filling the excel, then save the file back to SharePoint.

    The Create By column in the library is showing the user who creates the document.

    Best regards.

    Thanks


    Victoria Xia
    TechNet Community Support


    • Edited by Victoria Xia Thursday, August 21, 2014 1:24 AM
    • Proposed as answer by IMSunny Thursday, August 21, 2014 5:58 AM
    • Marked as answer by JasonGuo Sunday, August 31, 2014 1:44 PM
    Thursday, August 21, 2014 1:24 AM
  • Infopath forms can be another option if "Forms" is what the client is looking for. There will be a template form having fields for all information required to be filled. Users will fill the form and submit it. the form will then reside in a form library.
    • Marked as answer by JasonGuo Sunday, August 31, 2014 1:45 PM
    Thursday, August 21, 2014 6:01 AM

All replies

  • Hi Tjoneswork,

    Based on your description, my understanding is that you want to use SharePoint to create a survey.

    I recommend to use SharePoint Survey list to achieve this goal.

    Click Site Actions and click More options to create the Survey list. After creating the survey list then you can edit the permission for the users who need to get involved in the survey on the list.

    In the survey list, you can view all the responses and who create the response.

    http://office.microsoft.com/en-us/sharepoint-foundation-help/create-a-survey-HA010378260.aspx

    If you also need to view who haven’t respond to the survey, you can create another custom list which is used to store all the users who are needed to respond to the survey.

    And create another column in the list to indicate if the user has respond to the survey.

    Create a workflow in SharePoint, if the user responds to the survey then set the indicator column to Yes.

    If you need more detailed steps, please provide detailed requirements.

    Best regards.

    Thanks


    Victoria Xia
    TechNet Community Support

    Wednesday, August 20, 2014 7:42 AM
  • We have already created a simple questionnaire on excel that will be able to provide all the information we need. Can we import this into sharepoint and use it the same way as a survey created on sharepoint.
    Wednesday, August 20, 2014 1:01 PM
  • Hi Tjoneswork,

    You can set the excel file as the template of Documents content type in a document library.

    Users need to click New Document button in the ribbon to new a document in the library using the Documents content type, they will get the excel template opened in office.

    After filling the excel, then save the file back to SharePoint.

    The Create By column in the library is showing the user who creates the document.

    Best regards.

    Thanks


    Victoria Xia
    TechNet Community Support


    • Edited by Victoria Xia Thursday, August 21, 2014 1:24 AM
    • Proposed as answer by IMSunny Thursday, August 21, 2014 5:58 AM
    • Marked as answer by JasonGuo Sunday, August 31, 2014 1:44 PM
    Thursday, August 21, 2014 1:24 AM
  • Infopath forms can be another option if "Forms" is what the client is looking for. There will be a template form having fields for all information required to be filled. Users will fill the form and submit it. the form will then reside in a form library.
    • Marked as answer by JasonGuo Sunday, August 31, 2014 1:45 PM
    Thursday, August 21, 2014 6:01 AM