How to create an Action Profile for a Survey
Hi
Can you please help me with the steps to create an Action Profile for a Survey. Eg. If the user creates a like Lead / Service, Action profile assigned to the Transaction type has to trigger the Survey.
Thx
Hi Kalees,
Survey is nothing but a Questioner that is Represent the Feedback for a Particular Transaction.
Controlling Survey by a Action Profile is possible to some Extent indirectly.
One way of Controlling the Survey Execution based on System Status
Go To:Customer Relationship Management>Transactions>Settings for Activities>Questionnaires>Define Determination Criteria for Questionnaires Define a Criteria Set for a Particular Status,Here what ever Status Assigned are Responsible for the Survey Form to Appear in that Transaction Type at that Particular Status.
In Define Determination for Questionnaires: Business Activity:assign the Criteria Set that you have Created to your Survey Form
Go To:Customer Relationship Management>Transactions>Basic Settings>Status Management>Change Status Profile for User Status The Status Profile that you are using Ensure that the System Statuses are Assigned to a User Status on which you want the Survey Determination to Happen.
Direct Action Trigger for Survy Form is not Possible
This is one way to Control the Transaction Type Status and in mean you shall indirectly get Control over the Survey Form
Hope it Answers your Queries..
Thanks and Regards,
RK.
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