Survey to assignees
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11-20-2024 05:22 AM
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?
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11-20-2024 05:34 AM
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
Create New record and use the fields to whom and when it should be sent.
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.