SURVEY - Form for providing feedback on the the individuals in the project

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02-19-2025 08:43 PM
Hi All,
We have the requirement to create the Survey link to provide feedback on the individual working in the project.
1. When Project get completed, all team members should get notified to provide the feedback for other team members by submitting the survey.
2. Only single link should receive in single mail for all team members eg. I should be able to submit the feedback for my other 10-15 team members.
So I have created record producer to show catalog form when they click on link in email, but I am not able to create a record in Survey response table from record producer.
Can someone please suggest me how to make this happen ? Is there any way to submit the survey/feedback for all other team members ? We need the response to be stored in Survey response table only to create report.
Survey:
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02-20-2025 12:57 AM
Why have you created a record producer to fill a survey?
Just create the survey instances on completion of the project for all project members and send them the link to their instance.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

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02-20-2025 01:22 AM - edited 02-20-2025 01:25 AM
Thanks for your response.
Lets say we are 10 team members in one project, so I have to submit the Survey for all the 9 team members , same way, all 10 members from the same project have to submit 9 Survey for each team member, is that possible with using single link ?
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02-20-2025 01:57 AM
It depends. If you have a max number of team members, it will be easy to just repeat the question set that many times within the survey. If there are fewer, you just don't fill them all. Or you create a survey for each team member, so in this case the user gets 9 surveys and you send a link to the 'my open surveys' page on the portal.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

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02-20-2025 07:32 PM
Is it possible ? How I can trigger a survey for all team members within the same project, I couldn't find the way to auto populate the value of Project and Project Team Member.
Project is pm_project table, and Team member can be fetched from Resource Plan table.