Survey to assignees

Christina Belec
Kilo Contributor

Is it possible to set up a survey to go to the assignee in a group vs the requestor? 

 

Is it possible to have the survey to be sent upon assignment or just after closure/resolution?

1 REPLY 1

Najmuddin Mohd
Mega Sage

Hi @Christina Belec ,
Navigate to asmt_metric_type.LIST and select your survey.
For example, Name: Short Customer Satisfaction Survey using Smiley Face

From the below related list, Trigger conditions

NajmuddinMohd_0-1732109426475.png


Create New record and use the fields to whom and when it should be sent.

NajmuddinMohd_1-1732109471868.png


For first question : Select user field : Assigned to, caller, or any ...
For second question: Select the conditions. For Assignment : Assignment group|| changes 

You can create multiple records like these.

If the above information helps you, Kindly mark it as helpful or Accept the solution.
Regards,
Najmuddin.