2828951 - You Cannot add a Survey into Your Activity Plan

You created a survey but you cannot find it when trying to add it to your Activity Plan.

SAP Cloud for Customer - Sales

Prerequisite: you created and activated a survey ABC (ABC represents the survey name) of type Satisfaction.

1. Go to the Activity Planner.
2. Go to the Plans view.
3. Click New.
4. Save and Open. 
5. Navigate to the Surveys facet. 
6. Click Add.
7. Search for ABC. 

The survey is not available for selection.

The activity plan uses internal surveys. Surveys of type 'Satisfaction' are external, meaning they are meant to be sent out to your customers, not to be used internally inside the C4C system.

Create an internal survey type. To do so, you need to have the scoping question "Do you want to maintain surveys in the system?" active in your system.

Please see below linked KBA "2642896 - Survey Categories Missing" for further steps on the scoping.

KBAs:

• 2642896 - Survey Categories Missing
• 2637252 - You Cannot Add Active Surveys to Your Visits

survey missing activity plan , KBA , LOD-LE-SUR-DEF , Survey definition = design time , LOD-CRM-ACT , Activities , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions