To view existing surveys, go to [Survey] > [View Surveys]
To create a new survey, go to [Survey] > [Survey Designer]
After a survey is created, go to [Survey] > [View Surveys] and open the survey.
Tick the checkbox "Send Notifications" > Save
Now, we need to create an email notification.
Go to [Survey] > [Administration] > [Trigger Conditions] > [New]
* Assessment = name of survey
User field = Caller
* Table = choose a table (e.g. Incident)
* Condition = condition to send this survey invitation
e.g. Incident state is "Closed"
Click "Save"
A business rule called "Auto assessment business rule" will be created automatically.
To view the email template,
[System Notification] > [Email] > [Notifications]
Search "Survey User Invite"
Testing
When the state of an incident changed to "Closed", an email titled "Survey invitation: New survey on Incident Solution Feedback" will be sent to the incident caller.
