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
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.
| 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.
The full step-by-step guide with every screenshot lives in Installation & Setup Guide.md. In short:
Pick the .zip that matches your Acumatica version from this repository.
In Acumatica, search for Customization and open Customization Projects.
Customization → Manage Customizations → Import → Import New Project, then choose the .zip you downloaded.
Tick the imported project and click Publish.
Open Survey Preferences and set up the numbering sequence (e.g. SV10001).
Browse or edit the reusable pieces that make up a survey page (welcome page, questions, progress bar, thank-you page…).
Questions are stored as Acumatica Attributes, so they can be reused across surveys and entities.
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.
Go to Process Surveys, choose the survey ID, select recipients and click Send.
Recipients receive a link and answer from any browser — no Acumatica login required. The same form works great on mobile:
Individual collector (one recipient’s submission):
Dashboards aggregate the answers:
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):
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
- Questions: post on Stack Overflow with the
acumaticatag. - 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.