Before You Install the Recipe

You must perform the following configuration tasks on your SurveyMonkey instance and Slack instance in order to successfully connect to these external systems using Oracle Integration and post notification messages in Slack for completed survey responses.

1. Configure SurveyMonkey
2. Configure Slack

Configure SurveyMonkey

You must perform the following prerequisite tasks in your SurveyMonkey instance.

1. Create and Configure a SurveyMonkey App
2. Create a Survey

Create and Configure a SurveyMonkey App

You have to create a SurveyMonkey app and configure it to access SurveyMonkey APIs from Oracle Integration.

1. Create a SurveyMonkey app.
   1. Log in to the SurveyMonkey Developer console at https://developer.surveymonkey.com/.
   2. Click My Apps on the title bar of the SurveyMonkey Developer home page.
   3. On the My Apps page, click Add a New App.
   1. In the resulting APP CREATION dialog, enter the app's name in the App Nickname field, and select Private App as the App Type option.
   2. Click Create App.
2. Click SETTINGS to open the app's settings.
3. Under the Settings section, enter the following in the OAuth Redirect URL field.

   https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback

   Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.

4. Get the SurveyMonkey API credentials.
   1. Scroll to the Credentials section, and note the values in the Client ID and Secret field.

      Click the eye icon in the Secret field to view the value. You'll need the SurveyMonkey API credentials, that is the client ID and secret values while configuring the SurveyMonkey connection from Oracle Integration.

5. Select the scopes.
   1. In the Scopes section, select the following scopes:
      • Create/Modify Surveys
      • Create/Modify Collectors
      • Create/Modify Responses
      • View Surveys
      • View Collectors
      • View Responses
      • View Response Details
   2. Click Update Scopes.
      You get a confirmation message that the scopes are successfully updated.

Create a Survey

You have to create a survey in SurveyMonkey for which you want to receive responses.

1. Log in to your SurveyMonkey account at https://www.surveymonkey.com/user/sign-in/.
2. On the SurveyMonkey Dashboard, click CREATE SURVEY on the title bar.
3. Create a survey using one of the following options in the Create a new survey pane on the left:
   • Start from scratch
   • Copy a past survey
   • Buy Targeted Response
   • Import Questions
   • Start from template
   • Build it for me

   Find information related to creating and managing surveys under the Design and Manage topic in the SurveyMonkey Help Center (https://help.surveymonkey.com/).

4. Preview your survey.

Configure Slack

You must perform the following prerequisite tasks in your Slack instance.

1. Create and Configure a Slack App
2. Set Up Your Slack WorkSpace and Channel

Create and Configure a Slack App

You have to create a Slack app, and configure it to receive notification messages sent by Oracle Integration.

1. Create a Slack App.
   1. Log in to the Slack app platform at https://api.slack.com.
   2. In the Slack API title bar, click Your Apps.
   3. Click Create an App, and in the resulting Create an app dialog, select From scratch.
   4. In the Name app & choose workspace dialog, enter the following details.

      Field	Information to Enter
      App Name	Enter the name of your app. For example, Oracle Integration App.
      Pick a workspace to develop your app in	Select your workspace from the drop-down list.

   5. Click Create App.
      The app gets created and its Basic Information page appears.
2. Get the Slack App API credentials.
   1. In the app's Basic Information page, scroll down to the App Credentials section.
   2. Note the client ID in the Client ID field, and the client secret in the Client Secret field.
      These API credentials, that is the client ID and secret, were automatically generated when you created the app. You'll use these later while configuring connections to your Slack instance from Oracle Integration.
3. Set permissions for your Slack App.
   1. In the left menu, under Features, select OAuth & Permissions.
   2. In the OAuth & Permissions page, go to the Redirect URLs section.
   3. Click Add New Redirect URL and enter the URL of your Oracle Integration instance. For example, https://your_instance_URL:443/icsapis/agent/oauth/callback, where your_instance_URL is the Host URL of your Oracle Integration instance.
   4. Click Add, and then click Save URLs.
   5. Scroll down to the Scopes section, and under User Token Scopes click Add an OAuth Scope.
   6. Enter the following scopes:
      • channels:read
      • channels:write
      • chat:write
      • groups:read
      • groups:write
      • usergroups:write

      Note the scopes. You'll use these later while configuring connections to your Slack instance from Oracle Integration.

   7. Press Enter.

Set Up Your Slack WorkSpace and Channel

You have to set up a workspace in Slack, create a channel in the workspace, and then add people who should receive the survey completed notification messages into the channel.

1. Create a workspace in Slack.
   1. Open the Slack get started page using the following URL:

      https://slack.com/get-started#/createnew

   2. Enter your email and click Continue.
   3. Enter the confirmation code that you receive in your email, click Create a workspace, and follow the prompts.
2. Create a channel to post notifications.
   1. On your Slack instance, select your workspace.
   2. Click the workspace name on the left navigation pane, and from the menu that displays, select Create a channel.
   3. In the Create a channel dialog, enter your channel’s name in the Name field. For example, #survey-responses.
   4. Optionally, enter a suitable description in the Description field to let others know what the channel is about. For example: This channel notifies whenever an incident is created in ServiceNow.
   5. Click Create.
3. Add people to your channel.
   1. On your Slack workspace, select the channel from the left navigation pane to open it.
   2. Click Add people on the top right of the channel.
   3. In the resulting Add people dialog, enter names, emails, or user groups of people you want to add in the field provided.
   4. Click Add.