Integrate Employee Survey App 编辑

Deploy the Employee Survey App to send a new survey form and manage existing survey forms from Citrix Workspace. The following workflows are addressed with the microapps:   

• The Manage Survey microapp is for Citrix Podio admins to maintain the existing survey apps in Citrix Workspace.
• The Survey Form microapp sends notifications for all surveys scheduled in Citrix Podio to all the subscribers and receives user feedback in Citrix Workspace.

Regardless of when you roll out your technology solution, it’s important for you to understand your end users’ experience so that you know if your solution is meeting their needs while driving productivity through an optimal digital workspace experience. The employee survey integration allows you to easily receive feedback from your end users at any time you choose. Not only does the survey give you the ability to hear from users and provide required support, the input also assists you in staying informed and managing their experience accordingly. The template includes pre-built, customizable surveys based on Employee and End User Experience best practices. You can easily add more surveys to gather feedback on any aspect of Employee Experience. To learn more about End User Experience, check out the End User Experience Kit on the Citrix Success Center.

We want your feedback! Please provide feedback for this integration template as you use it. For any issues, our team will also monitor our dedicated forum on a daily basis.

For comprehensive details about the microapps, see Use Employee Survey App microapps.

Review prerequisites

After you set up this integration with the Survey App, you need these artifacts to add the integration in Citrix Workspace Microapps:

• Base URL: https://api.podio.com
• Survey Admin App Id: Enter the “My Surveys” app id. See Collect App ID and App token.
• Callback URL: https://{yourmicroappserverurl}.us.iws.cloud.com/admin/api/gwsc/auth/serverContext
• Authorization URL: https://podio.com/oauth/authorize
• Token URL: https://podio.com/oauth/token
• Client ID: The Client ID is the string representing client registration information unique to the authorization server.
• Client secret: The Client secret is a unique string issued when setting up the target application integration.
• Access token parameters: Enter the name and value parameters following the instructions given below:
  • app_id: Enter your Podio Workspace App ID. See Collect App ID and App token.
  • app_token: Enter Podio Workspace App Token. See Collect App ID and App token.
  • grant_type: app

Note

It is recommended that you always use OAuth 2.0 as your service authentication method where available. OAuth 2.0 ensures that your integration meets the maximum security compliance with your configured microapp.

Create service account

The integration requires regular access to your Survey App instance. We recommend creating a dedicated user account. This account must have full administrator permissions. For more information, see Podio API documentation.

Enable APIs

The number of API requests that can be made to specific resources is limited. We recommend the following: API limitation documentation.

Configure the OAuth Client

Collect the Client ID and Client Secret in Podio to enter in to the Microapps integration configuration screen for authentication.

1. Log in to the Podio Developer site as Podio Workspace Application Admin: Podio
2. Select Generate Your API Key.
3. Select Get an API key now.
4. Enter a name for Application name.
5. Enter your Microapps instance URL for Full domain (without protocol) of your return URL. This section of the URL {yourmicroappserverurl} is composed of a tenant part, a region part, and an environment part: https://{tenantID}.{region(us/eu/ap-s)}.iws.cloud.com.
6. Select Generate API Key.

7. Under Your API keys, copy and save the Client ID and Client Secret values for the application you just added. You enter these values when you set up the integration.

   

For more information, see Collect Client ID and Client secret.

Collect App ID and App token

Collect the App ID and App Token from Podio to authenticate as an app instead of a user. With App ID access, users can access only data of apps within the related Podio Workspace. You collect this ID from the Podio app for the Podio workspace. If you have multiple apps in a workspace, you can use any of the App IDs affiliated with the workspace.

1. Log in to Podio, and navigate to your Podio app.

2. Select the Tools icon next to the app name. We’ve shown the steps for the Broadcast app as an example in the screenshots.

   

3. Under APP, select Developer.

   

4. Copy and save the App ID and Token fields. You enter these values as Access token parameter when you set up the integration.

   

You can also view the fields and sample JSON values under App fields on this page. For more information about working with app entries in Podio, see Working with items.

How to send New Survey App notifications

Use the Employee Survey app to schedule multiple webform/survey feedback forms.

Note

We recommended adding any self-identification fields within the survey form, such as Email or Name, as required fields for the purpose of identification.

Follow these steps to schedule a survey in Citrix Workspace.

1. Log in to your Citrix Podio instance, and go to the Podio App Market and get the Citrix Workspace Employee Surveys App Pack: Podio App Market - Citrix Workspace Employee Surveys
2. Select the My Survey App from under Apps in this pack.
3. Select Add Survey and enter a Survey Name that you want to send and get feedback on. Select a Launch Date on which survey notification to trigger.
4. Select Enable_Survey as Status to generate notification and Disable_Survey to disable the same instantly from Citrix Workspace.
5. Enter the notification body content in Survey Description. This content is shown in the feed card for subscribers.
6. Enter the survey form Response App Id. This value is the ID that the admin wants to send to users for notification.
7. Select the Expire After date to disable notifications to subscribers automatically on the selected date.
8. Go to Podio created webform apps that the admin wants to schedule and get feedback from users, and select Settings and choose the Webforms option.
9. Under the Allowed Domain section, add the WSI workspace domain in the survey apps webform configuration. For example, {yourmicroappserverurl}.cloud.com.
10. Select Save and then Share.

Add the integration to Citrix Workspace Microapps

Add the Podio integration to Citrix Workspace Microapps to connect to your application. The authentication options are preselected. Ensure that these options are selected as you complete the process. This delivers out-of-the-box microapps with pre-configured notifications and actions which are ready to use within your Workspace.

Follow these steps:

1. From the Microapp Integrations page, select Add New Integration, and Add a new integration from Citrix-provided templates.
2. Choose the Podio tile.
3. Enter an Integration name for the integration.
4. Enter Connector parameters.
   • Enter the instance Base URL: https://api.podio.com
   • Select an Icon for the integration from the Icon Library, or leave this as the default icon.
5. Enter the Survey Admin App Id. See Collect App ID and App token.

6.  Enter the Service Authentication and Connector parameters that you collected in the previous procedures.

7. Under Service authentication, select OAuth 2.0 from the Authentication method menu and complete the authentication details. The authentication options are preselected. Ensure that these options are selected as you complete the process. Use the OAuth 2.0 security protocol to generate request/authorization tokens for delegated access. It is recommended that you always use OAuth 2.0 as your service authentication method where available. OAuth 2.0 ensures that your integration meets the maximum security compliance with your configured microapp.

   1. Select Authorization Code from the Grant type flow menu.
   2. Enter authorization_code in the Grant type value field.
   3. The Callback URL is prefilled: https://{yourmicroappserverurl}.us.iws.cloud.com/admin/api/gwsc/auth/serverContext.
   4. Select Request body from the Token authorization menu.
   5. Select URL encoded form from the Token content type menu.
   6. The Authorization URL is prefilled: https://podio.com/oauth/authorize.
   7. The Token URL is prefilled: https://podio.com/oauth/token.
   8. Enter your Client ID. The client ID is the string representing client registration information unique to the authorization server. You collected this ID and the Client Secret in the procedure Configure the OAuth Client.
   9. Enter your Client secret. The client secret is a unique string issued with the Client ID in the procedure Configure the OAuth Client.
8. Enter Access token parameters values. For more information, see Collect App ID and App token:
   • Enter the App ID that you collected next to app_id.
   • Enter the App token that you collected next to app_token.
   • Enter app for grant_type.
9. The Request rate limiting toggle is enabled and set to 1000 request per minute.
10. Enter 120 in the Request timeout field.
11. Select Save to proceed.

You are now ready to set and run your first data synchronization. For complete information about synchronization rules, synchronization that does not meet its schedule and veto rules, see Synchronize data.

For more details of API endpoints and table entities, see Employee Survey App connector specifications.

Use Employee Survey App microapps

Existing application integrations come with out-of-the-box microapps. Start with these microapps and customize them for your needs.

Survey Form: Provides notifications for new surveys and allows users to view and submit the survey forms.

Manage Survey: Allows survey app admin to manage the scheduled survey forms from Citrix Workspace. This microapp is only for Employee Survey App admin members.

Note

We recommended maintaining a limited number of survey records in the My Surveys Podio admin app.