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Gathering a LOT of company information

 
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Lyncean
163 posts

We’re working on an initiative to replace a large word document / survey which we use to gather various information about a company, it’s pay policies, it’s HR Policies, etc. for use in software implementations and audits. At several junctures I’ve tried to get my mind around using S360 for this but given the volume of information I struggle with how.

Has anyone tried to put in a bunch of company information. I mean the answers to over 100 questions. I’ve also thought about using a project blog, but I don’t want to modify the form that is used for every project to have all this stuff.

My goto solution was online survey software, but they are geared towards a few questions and many responses. I have few responses and hundreds of questions. My next thought is something like Adobe or Access/SQL Server or Infopath and Share point, but then all that really cool data is separate from S360.

Ideas?

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Administrator
1982 posts

We have another client that uses a web-form with many options (similar to a survey).  In this case they didn’t want to see all of the form fields in their system or need the result saved in a structured database. They simply needed to view the data as part of the contact’s history.

Their solution was to capture the form elements containing data into a single Note Activity via the API:

The note format looks something like:

{field label}{field value}
... 

They also have ~100 form inputs, but if the person that submits the form only chooses 5 or 10 inputs that’s all that’s seen in the attach note.

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Lyncean
163 posts

That’s a cool idea although I think there will be benefit for the data to be stored in a database for other reasons for us… Are you aware of the toolset they used to implement the form?

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Administrator
1982 posts

The form was simple HTML (hand crafted) and they modified the sample “Contact Us” API script to catch the POST and save the records to Solve.  Yes, once the data is moved to a note you’ve lost the opportunity to get it into a DB structure, but I thought I’d toss it out there as an example.

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Lyncean
163 posts

Thanks. I suppose I need to build the survey, however (ruby, html, bla, bla bla) send everything to a SQL db and send what I want Solve to hold there.

It would really help to be able to have project blogs with different form fields on them. That way I could create a template FORM area for a blog and thus host more fields than I normally want to deal with for that set of projects.

Bryan