How to include surveys as a to-do

rocio2
Tera Contributor

Hello,

We have a Customer Satisfaction survey that is triggered to the user when a case request status changes to Close Complete. We would like this survey to show up under "Open" to-dos but when I go to To-dos configuration the assessment table is not available to select. 

Is there a way to add a survey to "to-dos" or can I add code to the the HRM Todos Summary widget to include Surveys that are "Ready to Take" to the Open to-dos 

 

rocio2_1-1692201111369.png


Thank you,

Rocio

1 REPLY 1

Hitesh_Mourya
Tera Guru

Hello @rocio2 ,

Did you find get any solution for this?