Feedback Request Using a Web Form
Feedback Request Using a Web Form
We have a function that allows gathering feedback from customers and users in ERPNext version 11. This feature can now be controlled in ERPNext utilizing built-in customization tools like:
- Custom DocType
- Web Form
- Notification
The processes for configuring a feature and starting to gather feedback are as follows.
Comments as a DocType
In the same manner, create a Custom DocType for Rating.
- List the DocTypes for which you want to gather ratings in the first field.
- To make the Document Name field a Dynamic Link field, just type "document" in the Document Name field.
- Fill out the Rating field. If you want to take a rating along those lines, you can also select other data or a field.
Web Form for Feedback Form
Just create a Web Form by getting all the common fields from the Feedback doctype once a DocType has been built.
Create a Notification
To send a user a link so they can submit a rating, a notification should be made. Based on the default Notification features, you can specify the circumstances under which an email should be sent. The information provided below will show you how to create a message and link that will direct users to a Web Form where they may give ratings.
Where:
Your ERPNext account's URL will be example.erpnext.com.
The custom doctype added to collect feedback will be called *feedback.
The name of the DocType for which you want to send a notification is document=Sales%20Order&.
document name=doc.name will change the Document Name field of the Feedback form with a specified document name.
Quick Demo:
Here is a demonstration of how to produce a link, fill out a web form, and capture it in ERPNext.