Wednesday, 1 May 2013

Adding a Custom Table Views to Surveys in SharePoint 2010

I recently created a client questionnaire using the SharePoint 2010 survey list. I chose a survey list is because it allowed me to easily implement branching logic. Unfortunately none of the out of the box survey views suited my needs and SharePoint does not (appear) to allow me to make custom views on a survey list (unlike all the other inbuilt lists). I needed a view that would allow me to display some of the answers (i.e. client name) from each survey entry. After doing some research I came across Nishant Rana’s Weblog which showed me how to solve the problem. It turns out that there is a backdoor way to access the “Create View” page for a survey list. Unfortunately Nishant’s method is rather technical solution which the less technically oriented may find a little difficult to follow. So here’s my take on the solution, which starts from the point where you already have set up your survey.
1. Go to your survey. The following screenshot show Default view (Overview) and
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The All Responses view. I need at All Responses view that allows me to easily identify the questionnaire(s) for a particular customer.
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2. In order to access the survey “Create View” Page we need to find the survey ID. The easiest way to do that is to click on the RSS feeds button clip_image006 on your browser. If you are using Firefox you can do this from the bookmarks menu -> clip_image006[1] subscribe to this page . If you are using chrome you will need to install the RSS subscription extension.
3. This will return URL something like :-
https://companyname.sharepoint.com/test/_layouts/listfeed.aspx?List=aed01d53%2De632%2D4f47%2Db88d%2D0a60fe3fdb71
to access the “NewView” page replace listfeed (highlighted in yellow) with ViewNew as follows
https:// companyname.sharepoint.com/test/_layouts/ViewType.aspx?List=aed01d53%2De632%2D4f47%2Db88d%2D0a60fe3fdb71
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4. If you wish to create a multi-column table view us the All Resources link under “Start from an existing view”.
WARNING: If you using the “Standard View” option in the “Chose a new format” section you will end up creating an Overview View (see image below) , regardless what you enter on the new view page.
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5. Select the columns and their display order you required. In the example below I have made this view my default view
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6. the new custom view looks like
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