Knowledge Base

Feedback Request Using a Web Form

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  • February 6, 2024

Feedback Request Using a Web Form

In the BizCentric , we have a feature which allowed collecting a Feedback from a Customer and users. In BizCentric, this feature is now manageable using built-in customization tools like:
  • Custom DocType
  • Web Form
  • Notification
Following are the steps on how you should configure a feature and start collecting feedback.
Feedback as a DocType

Here are the steps to create a Custom DocType for Rating:

  1. Include DocTypes in the initial fields for which you intend to gather ratings.
  2. In the Document Name field, input the name of the first field, “document,” to convert it into a Dynamic Link field.
  3. Add a Rating field. Optionally, you can select other data or fields if you want to gather ratings for those lines as well.
Web Form for Feedback Form
Once a DocType is created, simply create a Web Form by fetching all the standard fields from Feedback doctype.
Create a Notification
A Notification should be created to send a link to a user following which they will submit a rating. You can define the conditions for triggering an email based on standard features of Notification.