CSM: Survey form fields

		You can set any of the CSM HTML forms (typically Job sheets) to be Survey forms. This means that survey information can be gathered by hand, entered into the system, and then printed on the Job sheets.
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		The list of Survey forms is the same as the list of HTML forms, so to add a Survey form you actually need to add it to the list of HTML forms. (Folders in the HTML forms section are not listed)
		Show me HTML forms
		Survey forms require some basic knowledge of HTML syntax, and you will need an HTML editor to design and edit your Survey forms. You should design your Survey form like a table, where the empty cells can be written into when a blank copy of the form is printed out, and values can be printed in the cells when the form is reprinted. The empty cells can be thought of as fields, and the Survey form as a record. Use HTML comment tags in your Survey form to indicate where you want field data to be printed. Then, enter the same comment tags in Setup along with a field prompt, which users will see when transfering hand-written data off the survey forms and into the Service Management Screen. You can also use any HTML tags from the main database in your form, so for example if you perform a survey for a company already in the database, you could display fields from that company on the form along with the survey data.
		An example of a Survey form
		Rented Property Survey Form Number of rooms downstairs   Number of rooms upstairs   Central heating system (Gas / Electric / None)   Front garden?   Back garden?
		The HTML code for this table might look like this:
		<TABLE> <TR> <TD COLSPAN=2> <B>Rented Property Survey Form</B> </TD> </TR> <TR> <TD> Number of rooms downstairs </TD> <TD> <!--RoomsDownstairs--> </TD> </TR> <TR> <TD> Number of rooms upstairs </TD> <TD> <!--RoomsUpstairs--> </TD> </TR> ... ... </TABLE>
		In this example we have used the field names RoomsDownstairs and RoomsUpstairs (and so on). When you print out this Survey form using data from the database, the comment tags will be used to position the database values in the cells.
		To add a Survey field
		Select a Survey form from the list
		Click the Add button
		Enter the field prompt as it will appear on screen Eg. No. rooms Downstairs
		Enter the HTML tag as it appears in the Survey form Eg. <!--RoomsDownstairs-->
		Click OK
		To delete a Survey field
		Select a Survey form from the list
		Select the field you want to delete
		Click the Delete button
		To edit a Survey field
		Select a Survey form from the list
		Select the field you want to edit
		Click the Edit button
		Make changes and click OK
		Note Changes made in this section will affect all users.
		Tech note The field names and associated tags are stored in a Comments section within the Survey form itself rather than on the computer where you set them, so the settings are network-wide.
		Related topics Customer Service Management: An overview