2372095 - Generating a Survey Summary

SAP Knowledge Base Article - Public

2372095 - Generating a Survey Summary

Symptom

You want to generate the summary of a Survey for a Lead or an Opportunity that has been completed but you cannot see the summary document.

Reproducing the Issue

You have completed a Survey for a Lead or an Opportunity and you have clicked "Actions" > "Generate Survey Summary", but you cannot see the Survey Summary Document

Cause

The Pane "Survey Summary" is not made visible so the summary document is not available

Resolution

To see the summary document after you have clicked "Actions" > "Generate Survey Summary" in the Lead or Opportunity, the pane "Survey Summary" has to be added to the Survey facet:

1. Go to the Survey Facet of the lead or opportunity that you generated the survey summary for
2. Click "Personalize" and then "Start Personalization"
3. Hover over the facet title "Surveys" and click the "+" icon "Add Items" and then click "Add Pane"
4. Tick the box for "Survey Summary" to make it visible and click "Apply"
5. End Personalization Mode

 The Summary Document is now available to download in the Survey Summary Pane.

 

Keywords

KBA , AP-RC-BCT , Business Config. Tools (SAP Business ByDesign , How To

Product

SAP Business ByDesign all versions ; SAP HYBRIS C4C 1705 ; SAP Hybris Cloud for Customer 1605 ; SAP Hybris Cloud for Customer 1608 ; SAP Hybris Cloud for Customer 1611 ; SAP Hybris Cloud for Customer 1702 ; SAP Hybris Cloud for Customer 1708 ; SAP Hybris Cloud for Customer 1711