Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Surveys/CapturingResponses/ExecutingaSurvey.htm

## Executing a Survey

After a survey is published, it is available for end users to execute for target accounts. When end users execute a survey, they are answering survey questions and submitting the survey target record with information unique to the account.

**Who can use this feature?**

* End Users — Browser, iPad, iPhone, Windows
* [Executing an Existing Survey Target](#Executing)
* [Adding and Executing New Survey Targets for Open Surveys](#Adding)
* [Updating a Recurring Survey Response](#Updating)
* Users do not require an additional license

### Configuring Executing a Survey for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature, ensure [Configuring Surveys](../SurveysInitalConfig.htm)  is complete.

### Executing a Survey as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

End users can execute published surveys for target accounts. This includes answering survey questions and submitting the survey target record with information unique to the account.

For example, an end user is on a call with an HCP who is a target for a survey regarding how often the HCP prescribes a particular medication. The end user opens the survey on their iPad and answers the survey questions based on responses from the HCP.

#### Executing an Existing Survey Target

When Survey Designers create one-time and recurring surveys, survey targets are added during the survey design process. During publishing, survey targets are assigned to end users to complete.

To execute an existing survey target:

1. Select the **Survey Targets** tab (iPad, iPhone) or the **My Surveys** tab (Browser).

   Users can also access survey targets on the survey target related list on an account.
2. Select a record to display the Survey Target Execution page. This page displays the survey target record details along with a list of survey questions. The user cannot edit any of the fields on the survey target.
3. Answer the survey questions.
4. **Save** or **Submit** the survey target.
   * Saving a survey target record creates question response records to store the user’s answers to the survey questions. The user can return to the survey and edit the question responses.
   * Submitting a survey target record creates question response records to store the user’s answers to the survey questions, if the survey had not been saved previously. Once a survey target has been submitted, the user can no longer edit the question responses.

   ![](../../../Resources/Images/Surveys/Executing/SubmitSurvey.png)

#### Adding and Executing New Survey Targets for Open Surveys

Users can create new survey targets for open surveys in the Survey Targets tab (iPad, iPhone), My Surveys tab (Browser), or the Survey Target related list on an account. An open survey is a survey that meets the following criteria:

* Survey start date is before or equal to Today
* Survey end date is after or equal to Today
* Survey state is Published
* Survey channels include CRM
* Survey open\_\_v = True
* If survey object type = one\_time\_\_v, there cannot be an existing survey target record for the survey, account, and user
* If survey object type = recurring\_\_v, there cannot be an existing Pending or Saved survey target record for the survey, account, and user. A user must submit their existing survey target before creating a new response.
* Account does not have a product limitation against the survey product
* If the survey’s assignment type is Territory and the restrict\_open\_surveys\_by\_product\_\_v Veeva Setting is set to Yes, the user must have an active My Setup Product record for the survey product
* If the survey has a Detail Group, the user must have an active My Setup Product record for the Detail Group
* User is assigned to one of the survey territories or a territory below one of the survey territories

Browser
iPad / iPhone

To create a new survey target for an open survey from the My Surveys tab:

1. Select the **My Surveys** tab.
2. Select the global **Create** button.
3. Select the **account** to create the survey target for. A list of available survey templates displays.
4. Select the **survey name** to create a new survey target.

To create a new survey target for an open survey from the survey target related list on an account:

1. Select an **account** record.
2. Scroll to the **Survey Targets** related list.
3. Select **Create**. The account the survey target will be created for is preselected, and a list of available survey templates displays.
4. Select the **survey name** to create a new survey target.

To create a new survey target for an open survey from the Survey Targets tab:

1. Select the **Survey Targets** tab.
2. Select the **plus** icon.

   ![](../../../Resources/Images/Surveys/Executing/SurveyTargets.png)
3. Select an **account** to create the survey target for. A list of available survey templates displays.
4. Select the **survey** to create a new survey target.

To create a new survey target for an open survey from the survey target related list on an account:

1. Select an **account** record.
2. Select the **Survey Targets** related list.
3. Select **Create**. A list of available survey templates displays.
4. Select the **survey** to create a new survey target.

#### Updating a Recurring Survey Response

Users can use existing submitted survey targets from recurring surveys as a template for a new survey target. Updating a recurring survey response creates a copy of the survey target. The question responses in the copy are populated with answers from the previous survey target, so the user needs to edit the responses before saving or submitting the new survey target.

To update a recurring survey response:

1. Select an **account** record.
2. Scroll to the **Survey Targets** related list.
3. Select a submitted recurring survey target record.
4. Select the **Update Response** button. A copy of the previous survey target is created.
5. Edit the question responses for the new survey target.
6. Select **Save** or **Submit**.

### Related Topics

[Publishing a Survey](../Publishing/PublishingaSurvey.htm)

[Surveys Overview](../SurveysOverview.htm)

[Configuring Surveys](../SurveysInitalConfig.htm)