Feedback Request Using a Web Form

Introduction

iVendNext has a feature which allows collecting Feedback from a Customer and users. This feature is managed using built-in customisation tools like:

Custom DocType
Web Form
Notification

Steps to configure a feature

Following are the steps on how you should configure a feature and start collecting feedback.

Feedback as a DocType

Create a Custom DocType for Rating on these lines

In the first fields, list a DocTypes for which you want to collect a rating

In the Document Name field, just enter the name of the first field "document", so that it becomes a Dynamic Link field.

Enter a Rating field. You can also choose other data or select fields, if you wish to take ratings on those lines.

Web Form for Feedback Form

Once a DocType is created, simply create a Web Form by fetching all the standard fields from Feedback doctype.

Create a Notification

A Notification should be created to send a link to a user following which they will submit a rating. You can define the conditions for triggering an email based on standard features of Notification. Following is the help on how to define a message and link which would take the user to a Web Form and allow submitting a rating.

https://example.ivendnext.com/feedback?new=1&document=Sales%20Order&document_name={{doc.name}}

Where:

example.ivendnext.com will be URL of your iVendNext account

feedback will be the name of custom doctype added for collecting a feedback

document=Sales%20Order& will be a name of DocType for which you want to send a notification

document_name={{doc.name}} will pick-up a specific document name and update it in the Document Name field of Feedback form.