How to capture user information[name/email] in public survey response

pratik0306
Tera Guru

Hi All,

 

We have got a request to configure a public survery which will go to exernal users and one of the main point is that the user who submits the survey, their information need to be captured and based on that other process need to be formulated..

 

Any help would greatly be appreciated.

6 REPLIES 6

Hi @Pratik Mehta 

This feature is used to let people take surveys without logging in. Unauthenticated users will be identified as the guest user. This is normally for general public opinions like capturing feedback, or market research. In this case, you can consider the approach suggested above from @Mike.

 

In the other hand, if the survey is triggered from some specific record and having the pre-defined target audience. Then you can just simply go ahead to enable public access.

 

Cheers,

Tai Vu

Gopal Allu
Tera Expert

Hi @pratik0306 ,

May be if you want you can try creating a new field in asmt_assessment_instance table. Create a field named email and also create a business rule to run like when state changes to completed.

 

I had taken an example of incident here. Please have a look in image.

 

GopalAllu_1-1708666417326.png

 

Output:

GopalAllu_2-1708666463003.png

 

If it is helpful. Please make it correct.

 

Thanks and Regards,

Allu Gopal.