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JerryWang
Employee
Employee
I have to go through this scenario recently and meet with some small issues. I just would like to write down the detail step here in case you might also need in the future.


1. Create a new Survey with Category: Satisfaction





for survey question, just define a simple question with Date as anweser type: When do you start to work with ABAP?


Save the survey and write down its ID 75 for later usage.



2. Create a Workflow rule for BO Opportunity. This defined workflow will be triggered every time when an Opportunity is saved.



Workflow condition:



For the action to be executed, define type as E-Mail and upload the email body via a local file:


The local file looks as below.



<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type">
</head>
<body>
<p>Dear customer, please kindly provide your valuable feedback by click on this link below </p>
<a href="#SURVEY75#">Please Complete this Survey</a>
<p>Thank you,</p>
<p>Customer Care</p>
</body>
</html>​



Use #SURVEY75# as place holder. In the runtime, a concrete url will be automatically generated by C4C backend using the question and answer designed for survey ID 75.


Also add a #SURVEY75# as placeholder and map it to a given field. For mapped Field, just choose one from drop down list.

In Recipient Determination, specify the role which will be notified by this workflow.


3. Create a new Opportunity which fulfills the workflow condition: Account ID = 1000838


Add Jerry Wang to account Manager role as workflow recipient:


Save the opportunity. Then there is a new mail sent to my email box:


Click the hyperlink in the mail to open the survey in the browser:


Fill the survey and submit it:


In the Results tab, we can see all the survey results are listed there.


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