Each of the main modules has the ability to create a survey used to communicate with end-users and the project team. To enable administrators to extend the presentation and/or functionality of the surveys, the following technologies are supported by ManagementStudio:
|PowerShell||Automate MigrationStudio tasks and interact with external applications via API.|
|Cascading Style Sheets (CSS)||Control the visual aspect of how HTML elements appear on the screen. For example, typeface and fonts used, and the colour of text or backgrounds.|
TABLE OF CONTENTS
Accessing the Editor
Surveys are available for all migration modules and are accessed through the Administration module:
Administration > [Module] > Surveys
The examples used throughout this document are based on the Applications module and is accessed through:
Administration > Application > Surveys
From the Surveys page, either create a New Survey (1) or select an existing survey from the Select Survey (2) dropdown menu. With the correct survey loaded, select PS / CSS / JS (3) from the vertical tabs on the left.
For example, a company wants to use the survey functionality to issue a new IT policy to users. The PS/JS/CSS section could be used to create a custom workflow that tracks which users have received the new policy, and those that have/haven't accepted it:
The 'Submit' button could be disabled until the user has ticked the terms and conditions box to acknowledge they have read and agree to the new IT policy.
TIP: To have the web page render with a 100% width paste this code into the 'Custom JS' box. document.getElementById('header-container').setAttribute("class", "container-fluid"); document.getElementById('body-container').setAttribute("class", "container-fluid");
Important areas of the policy could be highlighted using a different background colour. This would be defined in the survey's CSS and referenced in the survey text.
A custom workflow could be created to track the policy take-up:
|5.1 - Email Policy||When users are placed in this workflow, a custom automation rule would email the survey to the appropriate users and move them to the next process.|
|5.2 - Users Received Policy||Users in this process have received the policy. When they have read and accepted the policy (by clicking the Submit button), a PowerShell script could mark when the policy was accepted in the user's record and move them to the next process.|
|5.3 - Policy Accepted||This process contains all the users that have accepted the new IT policy.|
By creating this functionality, project administrators are able to track progress at a glance.
More information and examples of how to use PS/JS/CSS in Surveys can be found at: