This article provides a comprehensive guide on working with EFS MySight, an embedded module that allows users to prepare and visualize feedback data in Tableau. It covers the process of creating and configuring MySight projects, publishing them, and integrating the resulting dashboards into EFS Portals. MySight gives users the power to manage, edit and customize […]
Category: Discover XI Knowledgebase
Dashboard neo
This article provides a comprehensive guide on using Dashboard neo, a powerful tool for creating and sharing ad-hoc dashboards for your surveys. It covers the process of creating a dashboard, configuring filters, changing languages, and sharing the dashboard via a link. Creating a Dashboard To create a dashboard using Dashboard neo, follow these steps: Your […]
How-to: Automating Processes in the People Module
This article provides a comprehensive guide on automating processes in the People module of EFS. It covers the basics of automation and presents three practical scenarios for implementing automated workflows in different panel types. Automation Basics The basis for the automation of processes in the People module are groups and grouping filters as well as update rules. […]
How-to: Keeping Track of my Panel
This article provides a comprehensive guide on how to keep track of your panel using the Statistics menu in the People module. It covers two main topics: Panel Statistics and Quotas, offering step-by-step instructions on how to create detailed panel statistics and set up quotas to monitor your panel population. Panel Statistics Panel statistics allow […]
Tivian Security Reminder FAQ
This article provides a comprehensive guide on Tivian security measures, focusing on password management, multifactor authentication (MFA), and updated Captcha features for panel websites. It includes information on upcoming changes, best practices, and step-by-step instructions for implementing security features in Tivian DXI – Enterprise Feedback Suite (EFS) installations. Password Management Effective password management is crucial […]
How to Export/Import Projects
This article provides a comprehensive guide on exporting and importing projects in EFS, covering both anonymous and personalized projects. It includes step-by-step instructions, important considerations, and specific details for different project types. Export and Import Basics Export Options To move a complete project, all displayed options should be selected when exporting: *The option “Files from […]
How to make Custom Question Types (CQT) for Responsive Layout 3.1 available
When migrating from Responsive Layout 3 (RL3) to Responsive Layout 3.1 (RL3.1) or after selecting a new RL3.1 template, Custom Question Types (CQTs) from RL3 become unavailable. This article explains how to convert and enable these CQTs for RL3.1. Solution FAQ What are Custom Question Types (CQT)? Custom Question Types (CQT) are specialized question formats […]
How-to: Guides
This article provides a comprehensive guide on how to create and manage Guides in the Tivian platform. It covers the setup, configuration, and execution of different types of guides, including Leadership Guides, Team Improvement Guides, and Ideation Guides. Prerequisites Two things are necessary to implement a guide project. First, you have to connect the guide […]
How-to: Tasks with Task List (Portals)
This article provides a comprehensive guide on how to use the Task List module in Portals. It covers the configuration, setup, and usage of Task List for managing tasks within an organization. The Task List module in Portals allows users to create, view, and edit tasks without switching to the Org Processor’s Action Planner. This […]
How-to: LUA scripting in EFS
This article provides a comprehensive guide on LUA scripting in EFS (Enterprise Feedback Suite). It covers the basics of LUA scripting, EFS-specific functions, and practical examples for implementing LUA in surveys. LUA scripting in EFS offers advanced functionality for survey filters and question types, allowing users with programming skills to create more flexible and powerful […]