Acumatica Surveys (PX.Survey.Ext)

An Acumatica ERP customization that adds a full survey / questionnaire engine to your instance. Originally built as a COVID-19 employee wellness tracker, it has grown into a general-purpose tool for sending surveys to employees, customers, or contacts and collecting their responses back inside Acumatica.

Watch the demo: https://youtu.be/RV7jsTgsVNE Background story: Acumatica Surveys: A COVID-19 Wellness Tracker of Employees

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What you get

After installing the customization package, a new Surveys workspace appears in Acumatica:

It ships with:

• Survey Preferences (SU101000) — numbering sequences and global settings.
• Survey Components (SU204003) — reusable HTML/XML widgets (welcome page, radio buttons, checkboxes, progress bar, text area, thank-you page, etc.). A library of pre-built components is included in Components/.
• Surveys (SU201000) — build a survey by composing components and defining questions.
• Survey Collectors (SU301000) — individual collectors (one per recipient) with their responses.
• Process / Send Survey (SU501000) — generate and mass-send collectors to recipients.
• Webhook endpoint — respondents answer from a browser (desktop or mobile) without having to log in; answers flow back into Acumatica through SurveyWebHookServer.cs.
• Graph extensions (GraphExt/) — attach surveys to existing Acumatica entities (e.g. Cases).
• Dashboards for reviewing results.

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Supported versions

Acumatica version	Branch
2019 R2 (19.208.0051+)	2019R2
2020 R1 (20.100.0095+)	2020R1
2021 R2	2021R2_Phase3
2026 R1	26R1 (this branch)

Ready-to-install packages on this branch: Survey26R1.zip, Survey26R1.Base.zip, Survey26R1.SalesDemo.zip.

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Installation (quick start)

The full step-by-step guide with every screenshot lives in Installation & Setup Guide.md. In short:

1. Download the package

Pick the .zip that matches your Acumatica version from this repository.

2. Open Customization Projects

In Acumatica, search for Customization and open Customization Projects.

3. Import the package

Customization → Manage Customizations → Import → Import New Project, then choose the .zip you downloaded.

4. Publish

Tick the imported project and click Publish.

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Configure

Survey Preferences

Open Survey Preferences and set up the numbering sequence (e.g. SV10001).

Survey Components

Browse or edit the reusable pieces that make up a survey page (welcome page, questions, progress bar, thank-you page…).

Attributes / questions

Questions are stored as Acumatica Attributes, so they can be reused across surveys and entities.

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Creating and sending a survey

1. Create a survey

Open Surveys (SU201000) and compose one by picking components and questions. The Survey Preferences screen also exposes a Create Demo Survey button as a quick way to generate a sample.

2. Pick recipients

3. Process & send

Go to Process Surveys, choose the survey ID, select recipients and click Send.

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Answering a survey (recipient view)

Recipients receive a link and answer from any browser — no Acumatica login required. The same form works great on mobile:

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Reviewing responses

Individual collector (one recipient’s submission):

Dashboards aggregate the answers:

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Automating delivery

You can schedule recurring sends using Acumatica’s Automation Schedules and Business Events:

Business Events can trigger surveys from anything happening in Acumatica (e.g. a Case closed → send a satisfaction survey):

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Source layout

PX.Survey.Ext/
├── DAC/             # Data Access Classes (Survey, SurveyCollector, SurveyComponent, SurveyAnswer, …)
├── DACExt/          # DAC extensions for stock Acumatica entities
├── GraphExt/        # Graph extensions — plug surveys into Cases etc.
├── Attributes/      # Custom PX attributes (e.g. SelectorRecord)
├── Descriptor/      # Constants, enums, helpers (SurveyUtils)
├── Formula/         # Formula fields
├── WebHook/         # SurveyWebHookServer — public endpoint for respondents
├── SurveyMaint.cs              # Survey editing graph
├── SurveyComponentMaint.cs     # Component editing graph
├── SurveyCollectorMaint.cs     # Response graph
├── SurveySetupMaint.cs         # Preferences graph
├── SurveyProcess.cs            # Mass-send processing
├── SurveyGenerator.cs          # Builds the HTML page from components
└── SurveyDataLoader.cs         # Default data seeding

Pages/                 # ASPX screens:
                       #   SU101000 — Survey Preferences      (SurveySetupMaint)
                       #   SU201000 — Survey                  (SurveyMaint)
                       #   SU204003 — Survey Components       (SurveyComponentMaint)
                       #   SU301000 — Survey Collector        (SurveyCollectorMaint)
                       #   SU501000 — Process / Send Survey   (SurveyProcess)
Components/            # Prebuilt survey components as XML
Customizations/        # Packaged demo bundle
docs/images/           # All screenshots referenced in this README

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Support

• Questions: post on Stack Overflow with the acumatica tag.
• Bugs / feature requests: open an issue in this repo — see Known Issues.
• Full install/setup walkthrough: Installation & Setup Guide.md.
• Phase 3 feature notes: Phase3Beta.md.