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Planview Customer Success Center

How to associate a survey with an entity?

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To associate a survey with an entity (for example, a project), you must do the following:

  1. When creating the survey, you must insert the prompt tag for the entity into a survey question. In the Question text box, right-click to display the "Insert Prompt Tag" dialog box and then select the entity type and field.
  2. When sending the survey, you specify the specific entity record in the "Prompt Tag Selection" dialog box:
    • In the "Associate survey with entity" list, select the entity type. 
    • In the type-ahead field, select the project name.