How it works:
-Surveys can now also be sent via Sugar BPM using the Survey Rocket plugin.
-You have to create a Process Definition and Design its flow.
-Define the Start event and then provide action to send surveys.
-To send surveys, you just need to Create a Related “Survey Transaction” record Action.
-Survey transactions records will be created whenever the Process condition matches as defined in design.
-Then, via scheduler survey will be sent for that survey transaction
How to configure :
Note: Only Admin users can configure this Process Definition module as per SugarCRM flow
You just need to follow the below steps :
- Send survey to Target Module : (Accounts | Contacts | Leads | Targets)
1. Go to Process Definition module
2. Select Target Module as Accounts
3. Then click on the action button “Design”
4. Drag and Drop Start Event from Top Left Corner
5. You have to define Conditions to start the Process event. Here, we have defined the condition as “When Account Billing Country is USA”
6. Then Define Action, Drag and drop “Action” from the Top Panel to canvas and then right click on dropped action and select Action Type as “Add Related record”.
7. Click on settings. Now, one popup window will be opened to configure which related module record you want to create.
8. Here, we want to send a survey to the triggering record account itself, so choose the below option in the fields.
Related Module : Survey Transactions [*:M] (Survey Submission: bc_survey_submission_accounts_target)
Filter: Keep as it is
Related to: Keep as it is
Fields :
Assigned to: Record Owner
Name: Name
Survey: “select the survey that you want to send”
Note: Keep all other fields as it is. Do not change anything. You can choose your desired future date in the Schedule on field if you want to send a survey on specified date and time. If you don’t provide any date then it will take current date and time.
9. Drag and drop End Process and keep “Do nothing” as it is.
10. Now, Join all 3 components by line
11. Then save the configuration.
12. Make Process Definition enabled by choosing the “Enabled” option in Status field of Process Definition
13. Now, Process design is ready. So whenever an Account is saved with Billing country “USA” it will send a survey to that account’s email address via mail.
- Send a survey to Related Module :
1. Go to Process Definition module
2. Select Target Module as Cases
3. Then click on the action button “Design”
4. Drag and Drop Start Event from Top Left Corner
5. You have to define Condition to start the Process event. Here, we have defined condition as “When Case status is closed”
6. Now Define Action, Drag and drop “Action” from the Top Panel to canvas, right click on dropped action and select Action Type as “Add Related record”
7. Click on Settings. Now, one popup window will be opened to configure which related module record you want to create.
8. Here, we want to send survey to the triggering(case) record’s related module(account), so choose below option in fields :
Related Module : Accounts [*:1] (Account: accounts)
Filter : Keep as it is
Related to : Survey Transactions [*:M] (Survey Submission: bc_survey_submission_accounts_target)
Fields :
Assigned to : Record Owner
Name : Name
Target
Related Survey : “select the survey that you want to send”
Note: Keep all other fields as it is. Do not change anything. You can choose your desired future date in the Schedule on field if you want to send a survey on specified date and time. If you don’t provide any date then it will take the current date and time.
9. Drag and drop End Process and keep “Do nothing” as it is.
10. Now, Join the all 3 components by line
11. Then save the configuration.
12. Make Process Definition enabled by choosing “Enabled” option in Status field of Process Definition
13. Now, Process design is ready. So whenever Case is saved with Status as “Closed” it will send a survey to case related account’s email address via mail.