How to include a customer satisfaction feedback after a form is submitted?
We have developed a form recently for our Business scenario and we would like to add in a feature. I am not sure if it is existing as of now in Smartsheets.
We need to send the user who submitted the form to fill an Satisfaction from scale of 1-5 along with smiles.
May I know how can this be done?
Answers
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Andrée Starå ✭✭✭✭✭✭I hope you're well and safe!
As long as the submitter either adds their email when submitting or if the form is set to that, they have to be logged in to access the form, we can collect their email and then use that with a workflow that triggers an update request or an alert with another form.
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅了我的帖子(s)帮助或回答哟ur question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Abhijith ✭
Hello Andree,
I am good and thanks for asking, I hope that you are well.
Thanks for the response.
Okay, This has to be done in a new form and adding to this if I have to add the symbols in the form like Smiles version (- Good ;️- Neutral ;- Bad).
Is it possible to add something like this in the form, I have check few samples but none of them look like this.
Regards,
Abhijith
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
How did it go? Did you manage to get something set up?
I hope that helps!
Have a fantastic weekend & Happy New Year!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Categories
The answer is YES. You can use \"Send as Attachment\" feature in the File menu of your sheet to setup the schedule for your need. You should be a licensed user to use this feature as well (I remembered that). <\/p>
Hope this works for you.<\/p>
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<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":300,"urlcode":"Email Notifications","name":"Email Notifications"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"}]},{"discussionID":108180,"type":"question","name":"How can I make an approver's view on the message notification field mandatory?","excerpt":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have been reviewed?\" Then enters initials. This has to be done prior to clicking approved or decline.","snippet":"Making it mandatory will not allow approver to approve or decline without acknowledgement. Example creating a column that would say: \"You acknowledged that accounting details have…","categoryID":321,"dateInserted":"2023-07-27T14:08:57+00:00","dateUpdated":null,"dateLastComment":"2023-07-27T18:44:32+00:00","insertUserID":157632,"insertUser":{"userID":157632,"name":"Shirley Romero","url":"https:\/\/community.smartsheet.com\/profile\/Shirley%20Romero","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/6RM6Q0PW4X07\/nLP5DK4J5PI9I.jpg","dateLastActive":"2023-07-27T15:36:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3380952209,"url":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108180\/how-can-i-make-an-approvers-view-on-the-message-notification-field-mandatory","format":"Rich","tagIDs":[300],"lastPost":{"discussionID":108180,"commentID":387613,"name":"Re: How can I make an approver's view on the message notification field mandatory?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387613#Comment_387613","dateInserted":"2023-07-27T18:44:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T04:02:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T15:38:54+00:00","dateAnswered":"2023-07-27T14:43:11+00:00","acceptedAnswers":[{"commentID":387545,"body":"
This cannot be set up through an Approval Automation. At his point you have a few options (each of which has its pros and cons).<\/p>
<\/p>
You can just include a blurb that says that they are acknowledging by submitting within the Approval automation.<\/p>
<\/p>
You can set up an update request automation as a reminder that they need to enter their initials if they submit but didn't the first time.<\/p>
<\/p>
The last option I can think of that would truly make it required is a bit complex but possible. The first step is to create an \"approval sheet\". This sheet will have the same fields in it that you need to send in the approval request and a form created to match.<\/p>
<\/p>
You would then take the base form URL and drop it into a formula on the original sheet that allows you to basically generate a custom form on each row that will have the row data prefilled when someone clicks on the URL in that row. Since you can make form fields required, this will give you the ability to require their acknowledgement prior to them submitting their approval.<\/p>
<\/p>
Send this custom form URL through an alert and instruct the users to click the link to open the approval form.<\/p>
<\/p>
The form entry would populate the \"approval sheet\", but you can use formulas with cross sheet references to pull the appropriate data back over to your original sheet.<\/p>
<\/p>
If that last option sounds like something you would be interested in, fell free to let me know, and I will try to pull together a few links to help you get started building the formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":300,"urlcode":"Email Notifications","name":"Email Notifications"}]},{"discussionID":108166,"type":"question","name":"Synchronization of Smart sheet and Outlook Calendar","excerpt":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to get the time and the content of the appointments on the Smart sheet to reflect in Outlook Calendar?","snippet":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to…","categoryID":321,"dateInserted":"2023-07-27T07:37:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T00:35:35+00:00","insertUserID":144305,"insertUser":{"userID":144305,"name":"Kenji","url":"https:\/\/community.smartsheet.com\/profile\/Kenji","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A2lcx_I5Ojw!m8kqn54NZSs!obOvPtLS1JT","dateLastActive":"2023-07-28T01:52:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-28T07:00:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3380949796,"url":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","format":"Rich","lastPost":{"discussionID":108166,"commentID":387721,"name":"Re: Synchronization of Smart sheet and Outlook Calendar","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387721#Comment_387721","dateInserted":"2023-07-28T00:35:35+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-28T07:00:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9CM5AMI8BDNA\/02.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"02.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T21:02:03+00:00","dateAnswered":"2023-07-27T08:24:09+00:00","acceptedAnswers":[{"commentID":387453,"body":"
Hi @Kenji<\/a> <\/p> I hope you're well and safe!<\/p> Unfortunately, it's not possible now, but it's an excellent idea!<\/p> Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p> Here's a possible workaround or workarounds <\/strong><\/p> Would any of those options work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"},{"commentID":387721,"body":"
