Use > Survey > Survey Integration > Survey administrator tasks > Configure the global survey settings

Configure the global survey settings

The System Administrator can configure a number of settings that apply to every scheduled survey in SM Survey and Survey Integration.

To view and configure these settings, follow these steps:

  1. Click Survey Management > Administration > Survey Settings.

  2. Configure the following attributes.

    Attribute

    Description

    Notes

    Use HTML emails

    When this option is selected, the HTML editor is displayed in the survey definition record. If the option is not selected, a plain text editor is displayed instead.

     

    Use HTML templates

    When this option is selected, HTML templates are available to help you create survey emails.

     

    Default language

    The language in which the survey email is sent when no localized version is available in the recipient's language.

    This attribute is mandatory.
    Maximum recommended number of recipients per manual survey

    This is the maximum number of recipients that is recommended for each survey manually sent from a record. When the number of recipients that the user has specified exceeds this number, a warning message is displayed when the user clicks Send. The user still has the option to ignore the warning and send the survey.

    Note If you leave this field empty, no warning about the number of recipients is displayed to the user.

    See also Specify a maximum recommended number of recipients.

    		 For SM Survey only.

    Additional Filter Change form

    The form that is used to filter additional records against the cm3r table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.

    Additional Filter Configuration Item form

    The form that is used to filter additional records against the device table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.

    Additional Filter Incident form

    The form that is used to filter additional records against the probsummary table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.

    Additional Filter Interaction form

    The form that is used to filter additional records against the incidents table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.

    Additional Filter Problem form

    The form that is used to filter additional records against the rootcause table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.

    Additional Filter Request form

    The form that is used to filter additional records against the ocmq table. You can create your own forms that have the filter fields you require.

    This attribute is mandatory.
    Default survey template name

    This is the survey template that the system applies to an automatic survey triggered by a rule set in a workflow when no applicable survey templates are found.

    In the out-of-box system, this value is DEFAULT. For more information, see Automatic selection of survey templates and Use a rule set to send surveys.

    For SM Survey only.

    HTML format for email body

    Specifies the form that contains the HTML email body.

    This attribute is mandatory.

    Link for copy (default: SurveyDefinition.copy)

    Enables you to specify a link to decide which fields are copied from the source to the target record.

     

    Plain text format for email body

    Specifies the form that contains the plain text email body.

    This attribute is mandatory.
  3. Click Save.
  4. Log off and log back in to Service Manager so that your configuration takes effect.

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