Forms or Survey – responses and results

Survey-responsesconclusionIn two earlier blogs I compared the Question and Answer types and the General survey settings for 5 different survey tools:

  • Microsoft Forms
  • SharePoint survey
  • SharePoint custom list
  • SurveyMonkey free version
  • Google Forms

Now it is time to gather the responses and see how they are displayed and what you can do with them. It is quite a long read but there are many screenshots as well!

What to look out for?

  • How you can distribute the link to the survey
  • What the survey looks like when you respond
  • How the results are being displayed by default and if you can export them
  • What else you can do with the data

Distribution

All tools allow creating a link or sending an email with the link.

Forms has the additional option to add the form directly on a SharePoint page, which looks very inviting, especially if the survey contains only a few questions. Forms can also generate a QR code to take you to the survey.

Forms-distribution
Sharing options in Forms at the bottom, from left to right: Link, QR code, Embed, Email

The SharePoint survey and Custom List can be added as a web part on a SharePoint page, but they are not exactly inviting users to enter.

SurveyMonkey has many different ways to get responses.

Surveymonkey distribution
Next to link and email, SurveyMonkey offers more options to get responses.

Google Forms allows you to add the survey questions directly into an email, which is very convenient.

Google-distribute
In Google Forms, you can add the complete survey to the email body. That is very easy for the audience!

User Experience

Of course the user experience is very important. If your survey has a tiny typeface, or takes forever to load, people are not likely to complete it.

You can still check out and complete the surveys below, to have an idea of their look-and-feel. Remember: you do not have to add any real data.

Forms

SurveyMonkey  (will close after 100 responses – limitation of the free version)

Google Forms

I am sharing some screenshots of remarkable things.

The Net Promotor Score looks special:

Forms-NPS
The Net Promotor Score column. The image I added made the look-and-feel of the survey different, see David Lozzi’s blog: https://davidlozzi.com/2018/11/13/squeezing-a-little-more-formatting-out-of-microsoft-forms/

This is the SharePoint Survey, in case you had forgotten what it looks like 🙂

Forms-Surveyinput
The good old SharePoint survey.

And this is how you enter data into a SharePoint custom list: in the information pane on the right-hand side of the page, which feels a bit strange.

SurveyList-input
This is the regular input screen in any list for metadata etc.

Next to a rather large font size, SurveyMonkey has the option to create columns for answers, which I really like as they make good use of space:

SurveyMonkey-columns
Those columns are very good when you have many options to choose from.
SurveyMonkey-slider and reorder
I also like SurveyMonkey’s slider and the reordering options.

Google Forms has nothing special, but it looks solid and modern.

Responses

Thank you everyone who has responded to one of the surveys! This allows me to show some of the results graphs. This is what the various response pages look like:

Microsoft Forms:

Forms-response1
Survey information on top, as well as an option to export everything to Excel. “More details” opens up all responses for a particular question.
Forms-response2
Colourful graphical summary of the responses.
Forms-reponse3
The last part of the survey. Aha, the Net Promotor Score IS quite a special thing!

SharePoint Survey. I am sharing only part of the graphical summary as I guess you have seen it before and it is not very exciting. Now I remember how annoying that “multiple responses” question is – you need to re-score everything manually! 😦

SharePointSurveyResults
Graphical summary of the SharePoint survey. Limited options and that “multiple responses” summary is just not useful.

The SharePoint custom list has no graphical summary. You just see the responses as line items in a list.

SurveyMonkey has a very long page of results. All responses are shown with a scroll bar (see the first screenshot) or with a graphical summary first and then the individual responses below. For each chart, you can change the chart type.
I will only show a few screens.

surveymonkeyresults1
You can see how many people answered and skipped the question. Most recent responses are shown on top; a scroll bar shows all responses.
Surveymonkeyresults3
A question where a pie chart would have been more appropriate in my opinion. But…clicking the “customize” button top right will open a pane to change the chart type.
SurveyMonkeyresults2
The multiple-answer question. Looks good.
Surveymonkeyresults4
This is the question which allows you to move answers around.

Google Forms results look like this:

Googleformsresults1
Top of the results page. The green button top right allows an export to spreadsheet.

Googleformsresults2

Googleformsresults3
Useful graph of the multiple-choice-question.

Googleformsresults4

Googleformsresults5
Bottom of the results. The “Net Promotor Score” is displayed as any other result.

 Results

I have captured the results in the picture below. You can also view/download this as Excel.  Look at the “Responses and Results” tab. Please use and edit it, but I would appreciate if you would mention my name if you share it outside of your organization.

Legend:

  • Green/Yes: Available by default, although it may have different names
  • Orange: Available with a workaround
  • Red/No: Not available
Formsorsurvey-ResultSettingswithheader
Comparison of the response and results options for the various tools.

Conclusion

Again, the classic SharePoint options are in a league of their own.

Microsoft Forms appears to have more in common with SurveyMonkey Free and Google Forms than with SharePoint. All three surveys are pleasant to complete and the graphical display of results is much better than with the SharePoint survey.

Overall conclusion

Forms is really the new way to conduct surveys in your organization and possibly with externals. It looks pleasant both on a SharePoint page and when completing it, it has a ton of good options, decent colourful graphs and it works with Flow.
Some people will really like that Net Promoter Score 🙂
I am sure that Forms will continue to develop, so I will try to keep this comparison up-to-date.

The SharePoint survey feels a tad outdated, although you can still conduct good surveys with it. The graphical summary is very inferior to what Forms has to offer. My suggestion would be to use this only when you need one of the more advanced Q & A options, such as selecting a name from someone in your organization. The whole permissions management is also more complicated than with Forms, as described in my “SharePoint Survey lifecycle” blog.

The SharePoint custom list may not be the option that comes to mind first when you talk about a survey, but especially the options to process the data after collection can be the reason to use it. You can group and filter the entries just like any View and edit entries (e.g. mark an item as “Completed” or add a certain category). With the additional  column types and the connection with Flow this can be the tool of choice when collecting data from the organization is the starting point for a project or process.
There are no graphics by default, but PowerBI may be used if needed.
Many thanks to my former colleague Scott Lewis who pointed out the benefits of custom lists when combined with Forms and Flow.

SurveyMonkey is of course THE specialized tool for surveys. It has extensive help for your survey questions and many options. It is the only tool that can show columns of responses, which is nice to keep your survey compact. It allows you to change the chart type of the results if desired. However, the free version has a few annoying limitations and I personally find the “management” interface rather cluttered.
For large-scale complicated surveys where you need to analyze responses in-depth the paid version beats Microsoft Forms.

Google Forms is a solid modern tool. Apart from the “display form straight in an email” it does not have any remarkable features.

Hope this comparison is useful to you. Have I missed any that are important for you? Please let me know – also if it has helped to move your colleagues away from SurveyMonkey (free) or GoogleForms! 🙂

Image courtesy of Geralt on Pixabay

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SharePoint Holmes and the Invisible Image

SH-invisible-man-154567_1280The case

“It is possible to show the person’s picture in a list, next to the name?”  the user asked me. “Of course”, I said, but it depends on the list and the definition of the column. Let’s have a look.”

The user did a screenshare with me and showed me the list. It contained a number of “People or Group” columns.

We checked the settings of the columns and it turned out he had used the default option, “Name (with presence)”.

SH-InvisibleImage-Default
The default option when you create a “Group or Person” column.

So I showed him there were more options and that he’d better select “Name (with picture and details)”.

SH-InvisibleImage-Namepicdetails
I suggested this option to make the picture show in the list

So he did, and he went back to the list. But no image was shown.

SH-InvisibleImage-ListModern
No image next to the name 😦

The investigation

  1. I checked the column again, as this was unexpected behaviour. Yes, that was the right setting.
  2. I also tried the other options, “Picture only” in various formats. But the image would not show.
  3. I was flabbergasted. Microsoft Office, especially in the Modern fashion, has such an obsession about pictures, images, icons and other visuals that I could not understand why the picture would not show up. I mean, I have to look at myself all day but SharePoint would refuse this?
  4. But then I thought, what about Classic View?

The solution

I switched to Classic View and there it was:

SH-InvisibleImage-Listclassic
This was what the user was looking for!

The user was happy and changed the Advanced Settings to make sure this list would always open in Classic View for all the site’s users.

I am not so happy, however. This was a modern site with a modern list and a perfectly legit column setting. Why is the picture not displayed in the Modern View, knowing the emphasis Microsoft places on visuals?
Please note it is the same with Styles and Totals – they only display in Classic View 😦
I have already added a warning to my SharePoint Style Counsel blog…

Additionally, over time I have grown an aversion to the Classic view as I think it looks cluttered.

So, does anyone know when can we expect these display options to be available in the Modern view?

About SharePoint Holmes:
Part of my role is solving user issues. Sometimes they are so common that I have a standard response, but sometimes I need to do some sleuthing to understand and solve it.
As many of my readers are in a similar position, I thought I’d introduce SharePoint Holmes, SharePoint investigator, who will go through a few cases while working out loud.

Image courtesy of OpenClipArtVectors on Pixabay

Forms or Survey – what are the settings?

Survey-SettingsIn my most recent blog I discussed the options for Questions and Answers in the various survey tools.

This time, I would like to take a look at the settings – what can you decide about your survey as a whole?

Which settings can you apply to your survey?

  • Permissions to create and manage a survey – can anyone do it or do you need special permissions? Can you hand a survey over to someone else?
  • Look and feel – can you use colours and add branding to the survey?
  • Who can respond and details about the responses.
  • How to start and stop collecting responses.
  • Custom thank-you message.
  • Whether you can easily copy your survey.

Where can you find the settings?

The settings in Forms can be found in the top right. The palette is for the theme, the … will lead you to the other settings.

Forms-wheresettings
The settings in Forms which will allow you to determine how your survey looks and works.

For the SharePoint survey/list you have some options in the Advanced Settings:

Forms-SPSurveyAdvanced
This is how to determine view-and-edit permissions for SharePoint Survey and List.
Forms-SPSurvey-GeneralSettings
This option is only available in the SharePoint Survey Settings under  “List name, description and navigation”.

For SurveyMonkey, you can find most of the settings in the “Design Survey” phase, with different options in the buttons on the left:

Forms-surveyMonkeywhere
In SurveyMonkey, the Design Survey link shows you the options available.

For Google Forms you look at the top right, where the palette will allow you to determine the look-and-feel and the gear wheel will show other settings to select:

Forms-gogglewhere
Where to find the settings in Google Forms.

Results

I have captured the results in the picture below. You can also view/download this as Excel. I have added this info as a separate tab in the same document as in my earlier post. You can use and edit it, but I would appreciate if you would mention my name if you share it outside of your organization.

Legend:

  • Green/Yes: Available by default, although it may have different names
  • Orange: Available with a workaround
  • Red/No: Not available
Formsorsurvey-ResultSettingswithheader
The comparison for the various settings available.

Conclusion

Again, all surveys have different options but the differences are relatively small between Microsoft Forms, Google Forms and SurveyMonkey.
SurveyMonkey has some interesting options, such as a limit on the number of responses, suggestions for questions, and the SurveyMonkey Genius which gives an estimated time to complete and suggestions for the setup of the survey. (Under “Preview and Score”)
The SharePoint options appear to be a different animal altogether. They have their uses though, as mentioned in my earlier post.

Special Thanks!

During the writing of this post some more info about Forms was made available:

Thanks to David Lozzi for blogging about changing the colour scheme of a Form, which I have done by accident without realizing its effect. 🙂
Thanks to Noah Sparks for sharing the info about a recently introduced option:  transferring ownership of a Form. 

Experience the surveys yourself! (and help me)

You can still check out and complete the surveys below, to have an idea of their look-and-feel. Please do not use real data, as I will use the inputs only for demonstrating how results will be displayed:

Forms

SurveyMonkey  (will close after 100 responses – limitation of the free version)

Google Forms

In my next post I will focus on collecting the responses and how results are being displayed.

Image courtesy of Geralt on Pixabay.

Forms or Survey – that’s the question

feedbackA few years ago I wrote a post “What SharePoint can learn from SurveyMonkey” and it is now time to revisit.

With the introduction of Forms in Office365 I was curious how the various survey tools compare. As a SharePoint List can also be used to collect information, I have added that as well. It has some special characteristics that could make it a good choice in some scenarios.
I have some personal experience with Google Forms, and Forms is rumoured to be based on that, so I have added that to the mix as well.

So these are the 5 options compared:

  • Office365 Forms
  • SharePoint Survey
  • SharePoint List
  • SurveyMonkey (free version)
  • Google Forms

What did I do?

I have created a 10-question survey based on the 8 basic Q&A options of Forms.
Then I recreated the same survey in the other tools. In cases where there was not a straightforward solution, I tried to find a workaround.
I have not applied branching logic, as I already have a lot of information to share.

In a next post I will look at the general settings per survey. Can you change the colour scheme, can you add a logo, how do you start or stop a survey, etc.

Finally, and this will also be another post, I will compare the ways you can see and manage results. How are results displayed, can you export them to a spreadsheet, is there any way you can filter results or have different options to display them?

Questions and Answers

Forms has 8 Q and A types, but some of them can be used in different ways – e.g. a Choice question can be a one choice only (radio button) or a multiple choice (check boxes), and the Text can be a short text, a long text, and a number.

The Net Promoter Score has recently been added but I personally think it is superfluous (it can be replaced with a Rating scale) and also annoying to receive. However, there is something special about it which I will share later. 😉

Experience them yourself! (and help me)

Please check out and complete the surveys below, to have an idea of their look-and-feel. Please do not use real data, as I will use the inputs only for demonstrating how results will be displayed:

Forms

SurveyMonkey  (will close after 100 responses – limitation of the free version)

Google Forms

Results

I have captured the results in the picture below. You can also view/download this as Excel. You can use and edit it, but I would appreciate if you would mention my name if you share it outside of your organization.

Legend:

  • Green/Yes: Available by default, although it may have different names
  • Orange: Available with a workaround
  • Red/No: Not available
SurveyComparison-QandA
The results of the comparison of Question and Answers.

Conclusion

No two Survey tools are alike. Duh!

In general, the SharePoint options appear to be most different and the most limited, but they can be useful, especially when used within an organization, for which they have been developed:

  • They have more Q and A types (e.g. currency, People and Groups lookup, a lookup from an existing list, Managed Metadata) which may be needed now and then. The List also has Calculations and Site Columns to select from.
  • They can detect unique values, which is essential in case you are collecting unique numbers, such as machine, procedure or invoice numbers.

SurveyMonkey has a few annoying limitations in the free version, such as max. 10 questions, the lack of a “number” option or the absence of a description field for each question. But it also has some very nice things:

  • Add answer options in bulk to Choice questions – nice when you have many answer options
  • Display a large number of answer options in columns rather than a long list
  • Ask to “tick at least x options” in a multiple-choice question

There are some differences between Forms, SurveyMonkey and Google Forms. But in general, you can create decent survey questions with all of them.

What are your thoughts? Or do you prefer to wait until I have completed the comparison?

Image courtesy of Geralt on Pixabay.

SharePoint Holmes and the Survey Surprise

Survey-Detective_Maxwell_on_his_desk_in_the_movie_Until_DeathMost questions I receive about SharePoint surveys are permission issues (it is not extremely intuitive that you need to give all your audience Contribute permissions) and the error message that tells people you can not enter this survey twice.
But this time the issue was different.

The case

The site owner had created a survey in which each item had to be completed by two people. When the first person had entered their part, they would send the link to their entry to the second person, who was supposed to enter the rest.
However, the second person could not open the link and got an error message.
“Sorry, something went wrong. No item exists at [location]. It may have been deleted or renamed by another user”.
When that second person went to the site and opened the survey, they could see that an item had been entered but when they clicked “Show all responses” they received a message that there were no responses.
Confusion all around!

The investigation

  1. I checked the permissions, of course.
    The second person had Contribute permissions to the survey, so that was OK. Everyone could see and edit all items, which is a bit scary, but as this was a controlled process with a limited audience, that could work.
  2. People could enter multiple responses, so that was also not a limitation that could cause this issue.
  3. I checked the survey itself. It had some branching. I completed the first part of the survey and clicked Save and close. My entry was saved.
  4. I went to the survey and saw the item and could open and edit it.
  5. I looked at the 2nd part of the survey, which had many required responses and that gave me some ideas to test…

As it turns out,

  • You are unable to save a straightforward Survey item (with no branches) if it contains questions where you have to provide an answer. We know that, it is the same as with List items.

    Survey-needsmandatoryfields
    This survey can not be saved when the required fields have not been completed.
  • A survey with branching however, will save answers, even if you have not entered all mandatory fields. You will get a message and the item will be saved as “not complete”.
    Survey-setup
    With the yellow-marked question the branching occurs, and there are 2 questions which require a response after that.
    Survey-page1filled
    This is what the first part of the survey looks like. The first person would “Save and Close”.
    Survey-messageforsaving
    “This website reports the following” – you are learning Dutch as you go along 🙂
    Survey-part1saved
    When you Save and Close,  the item will be stored and be visible.

    Survey-1responsenotcompleted
    If you click on “Show all responses” you will see that the item is “not completed”.
  • People can only see the completed items of someone else. As the item is “not complete” because the second part with mandatory questions is not completed,  second person Mystery Guest can not open my item, even though she can see there is an item and she has all the permissions.
    Survey-MysteryGuestsees1item
    Mystery Guest can see there is an item added…

    Survey-NoresponsesforMysteryGuest
    …but when she clicks “Show all responses” she gets the above message.
  • When I removed the “requiredness” of the answers of the 2nd part, the survey was marked as “complete” upon saving, and then the 2nd person could open and edit the 2nd part of the survey.

The solution

I discussed my findings with the site owner and suggested to make the answers in the second part of the survey no longer mandatory. I showed him how to create views in a survey to help getting the second part completed.

That worked for him. Case closed!

New experience for Surveys!

I also saw the Survey in Modern SharePoint. I appreciate the new consistency with other lists, but I can imagine that people will be lost without that well-known look-and-feel. But then, I expect that Forms will make the Survey obsolete soon, anyway.
I wanted to share a screenshot, but things are not very stable yet and I kept getting errors and the Classic experience. As soon as I have captured it, I will share!

About SharePoint Holmes:
Part of my role is solving user issues. Sometimes they are so common that I have a standard response, but sometimes I need to do some sleuthing to understand and solve it.
As many of my readers are in a similar position, I thought I’d introduce SharePoint Holmes, SharePoint investigator, who will go through a few cases while working out loud.

Image courtesy of ZaL141TeLq on Wikimedia.

SharePoint Holmes and the Forbidden Follow

sherlock-holmes-462957_960_720.jpgThe Case

Recently someone reported an issue with Following. Whenever he wanted to follow a site or a document, he got this message:

Unable to Follow

The investigation

  1. I did a screenshare with him to find out what exactly he was doing. Sometimes seeing someone’s screen or actions provide you with a clue, but he did the correct things and there was nothing weird in his screen either.
  2. I asked my more technical colleague and he came up with something good. Do you know where Followed Sites (or Followed Documents) are stored?
    Follow a site and then click on the confirmation popup that appears.

    SH-Follow-Followsitepopup
    Click quickly on this popup before it disappears!
  3. I ended up on a page with “yourname/my.sharepoint.com/personal/”  in the URLSH-Follow-WhereFollowedSitesLiveand this is…
    SH-follow-drumroll
    drum roll

    …OneDrive!

  4. I replaced the last bit of the URL, to the right of the tenant name, with _layouts/15/viewlsts.aspx?view=14
  5. I saw the Site Contents of my OneDrive, with the Social List at the bottom.

    SH-Follow-SocialList in Site Contents
    This is where the Followed sites live – in a list called “Social” in your OneDrive.
  6. When clicking the ellipses next to the Social List and clicking Settings, I ended up in the list, which has several content types and a ton of columns.
    SH-Follow-Content Types
    The content types available in the Social list

    SH-Follow-Columns
    Pfff…all these columns just for the things you follow?
  7. I asked the user to give me Full Control to his OneDrive, as this is out of my normal support scope so I do not have admin access.
  8. I compared the  Social List of the user with my own.
    It appeared that his Social List missed two columns: File Type Prog ID and Server URL prog ID.

    SH-Follow-MissingColumns
    The highlighted columns were not in his Social list.
  9. Also, on his Delve profile, any hints of his OneDrive were missing in his profile card. I looked at the Delve profile of unknown colleagues and there is always a mention of “[person name] ‘s OneDrive” even when no files are shared.
    (I can not show that as I am the only person in my tenant)
  10. I searched on the internet and found mentions about being unable to follow sites but the problems (one user, some users, all users), causes (the application pool account has no access to the database, security updates, a setting not configured correctly) and solutions were very mixed and I could not find anything about those ProgID’s.

The solution

Well, uh…this is beyond my scope and a different team supports OneDrive, so I have assigned the incident to another team. SharePoint Holmes failed…:(
But although I have not managed to solve this,  I have spent some enjoyable time digging into new territory and learning something new.

Which issues have you found with Following Sites and how have you solved them?

About SharePoint Holmes:
Part of my role is solving user issues. Sometimes they are so common that I have a standard response, but sometimes I need to do some sleuthing to understand and solve it.
As many of my readers are in a similar position, I thought I’d introduce SharePoint Holmes, SharePoint investigator, who will go through a few cases while working out loud.

Detective image courtesy of 422737 on Pixabay
Drums image courtesy of posterize at FreeDigitalPhotos.net

SharePoint Holmes and the Continuous Classic View

Sherlock GnomesThe case

“Why can I not set my document library to the New experience?” the user asked me.

“Of course you can, let me show you”, I said confidently.
Over-confidently, as it turned out. Because there was no “Exit Classic View” link bottom left.

Classic-Nolinkbottomleft
Huh? No “Exit Classic View” bottom left of the page.

 

And the Advanced Library Settings showed that the library was already set to display in New experience.

Classic-LibrarySettings
The library was set to display in the New experience

Sigh…I got my SharePoint Holmes hat and magnifying glass out of the cupboard and set out towards…

The investigation

  1. I remembered some other sites which did not display their “Exit Classic View” button. Those all have a banner on top of the page,  a popular feature from our old intranet, that has been migrated to the new intranet.
    I set the user’s page into Edit mode. There was a web part zone on top but there was no web part in it, so that did not give me any clues. Hmmm.

    Classic-Nowebpartontop
    Empty web part zone!
  2. I looked at the other views in the library and those were in New Experience. Huh!
  3. I created a new view and this was in New Experience as well, so the issue was with the default view.
  4. To check my sanity, I did some searching (Yes, I know I should do that straight away but I like to look at things and push buttons 🙂 ) and what did I find?  This.
  5. So, I dove into that Classic View, edited the page, looked at Closed Web Parts…and found a Content Editor Web Part.

    Classic-ClosedWebpart
    There was a closed web part on the page.
  6. I added it to the page, then deleted it and that turned out to be…

The solution

Classic-AfterRemoval
The library now shows in New experience, with the “switch”-link bottom left.

So, there are two options when you can not get your document library to show in New Experience while it is set to be New:

  1. Remove all web parts on the view page, open and closed.
    Set the page to Edit mode.
    If you see a web part, DELETE it.
    If you do not see a web part, click Insert > Tab > Web Parts > Closed Web Parts. If you see one or more web parts mentioned, add part(s) to page, and then DELETE it/them.
  2. Create a new view by copying the old view with a new name, setting it to be the default view if needed, and deleting the old view.
    I must admit this did not work in my own tenant – all views showed and were created in Classic SharePoint. But I have seen this multiple times in our work tenant.

If you want to display a picture, you could also upload one or more pictures and pin it/them to the top.

Microsoft also has some things to say about the Classic vs Modern view. They also mention the influence of web parts (at the end of the article) but the language is not very clear.

About SharePoint Holmes:
Part of my role is solving user issues. Sometimes they are so common that I have a standard response, but sometimes I need to do some sleuthing to understand and solve it.
As many of my readers are in a similar position, I thought I’d introduce SharePoint Holmes, SharePoint investigator, who will go through a few cases while working out loud.

Picture from unknown source but it was too funny to let go. See the trailer of Sherlock Gnomes! With Johnny Depp…