Sending Surveys
Surveys are sent automatically using a business rule that invokes a Send Email quick action. The default business rule Send Survey upon Incident Closure is included in HEAT. The email contains a link to the survey stored in the HEAT database.
Construct a new business rule for each business object that requires a survey.
For example, the Send Survey upon Incident Closure Business Rule contains the following survey link:
$(GetSurveyURL())&survey_name=$(GetSurveyName("DefaultSurveyName"))&customer_id=$(GetApplicationId())&ot=Incident&oid=$(RecId)&page_index=0
Component |
Description |
$(GetSurveyURL()) |
Returns a portion of the survey URL. The following is an example: http://hostname:portname/Public/TakeSurvey.aspx?action=take_survey The host and port portions are usually customized. |
Survey_name=$(GetSurveyName |
Returns the default survey name. DefaultSurveyName is a global constant with the default value "Sample Survey". This is an out-of-the-box survey. |
customer_id= |
Returns the ID of the destination tenant for delivery of survey results. |
ot=Incident |
The business object associated with the survey data. In this case, the survey is associated with the incident business object. |
oid=$(RecId) |
The record ID associated with the survey data. |
page_index=0 |
The page index number for navigation purposes. For example, the 0 may indicate the Welcome page, rather than the Questions page (page_index=4). |
The default port for surveys is HTTPS 443. However, port HTTPS 7075 is supported until further notice. |