Send Survey link to external users through email

[Ajay37]

Hi Community,

I have a checkbox variable and vendor email (external emails) on the catalog task. If the assignee checks the checkbox to true and saves the form, I need to trigger survey to email in the vendor email variable through notification and would like to mention the request/task number for which the survey has been triggered. I want this survey to be associated to task because the assignee should know for which task the vendor has filled the responses for further validation purpose.

Thank you

[amaradiswamy]

Sure, if you re triggering the email through Business rule then in the script:

• read the vendor email address from the request
• check if the email address already exists in the custom table, if exists you can just trigger the survey email as vendor can login with credentials already shared before,
• if account not exists then insert  new record in the custom table, generate a password through script and send instructions to login

[Ajay37]

The restriction here is, we don't want them to login to our instance. Is there any other way we can achieve this without asking them to login?

[amaradiswamy]

In this case, you can generate a unique secret code and include in the same email. In the portal page, first ask the vendor to enter this code for validation (or you can include this code in the url generated so that the vendor don't need to enter it), once the survey is submitted with that code then do not allow further submissions. This way, we can avoid unauthorized users trying to exploit the public pages if they know the URL by any chance 

[Ajay37]

Could you please help me with the steps that I need to follow?

[amaradiswamy]

Hi @Ajay37 

Are you still looking for the solution? This requires some time to create widgets and pages, if you still need help I will try to do a rough mock up during this weekend