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Schedule a questionnaire

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Scheduling a questionnaire is an optional task that lets you schedule a questionnaire for multiple respondents. You cannot distribute a questionnaire in Enterprise Portal to both internal and external respondents at the same time. Instead, you must create two separate schedules

Note

Before you can schedule a questionnaire, you must design a questionnaire. For more information, see Distributing questionnaires, Designing questionnaires, and Using questionnaires.

  1. Click Home > Common > Questionnaires > Questionnaire schedules.

  2. Click New to create a new line.

  3. In the Scheduling field, enter a unique identifier for the scheduling.

  4. In the Type field, select the type of questionnaire to schedule. Types are set up in the Planning types form.

  5. Enter information in other fields that contain information to include in the questionnaire.

  6. Click Setup details to open the Scheduling setup details form.

  7. Double-click a query in the list, and then click Select to define additional criteria that specifies who the responders are.

  8. Click the Questionnaires tab to select the questionnaires to distribute, and then click OK.

  9. To distribute the questionnaires, in the Questionnaire schedules form, click Functions, and then click Start.

Possible next steps

The following links provide a logical progression to follow in the sequence. Depending on the questionnaire features that you are using, refer to the following information about the next steps:

Notify respondents of questionnaires available to them