SAP Knowledge Base Article - Public

2828951 - You Cannot add a Survey into Your Activity Plan

Symptom

You created a survey but you cannot find it when trying to add it to your Activity Plan.

Environment

SAP Cloud for Customer - Sales

Reproducing the Issue

Prerequisite: you created and activated a survey ABC (ABC represents the survey name) of type Satisfaction.

  1. Go to the Activity Planner.
  2. Go to the Plans view.
  3. Click New.
  4. Save and Open. 
  5. Navigate to the Surveys facet. 
  6. Click Add.
  7. Search for ABC. 

The survey is not available for selection.

Cause

The activity plan uses internal surveys. Surveys of type 'Satisfaction' are external, meaning they are meant to be sent out to your customers, not to be used internally inside the C4C system.

Resolution

Create an internal survey type. To do so, you need to have the scoping question "Do you want to maintain surveys in the system?" active in your system.

Please see below linked KBA "2642896 - Survey Categories Missing" for further steps on the scoping.

See Also

KBAs:

Keywords

survey missing activity plan , KBA , LOD-LE-SUR-DEF , Survey definition = design time , LOD-CRM-ACT , Activities , How To

Product

SAP Cloud for Customer add-ins all versions