Forum Discussion

JenHamilton_Tye's avatar
JenHamilton_Tye
Qrew Trainee
4 years ago

'Help Desk' type Customer Satisfaction Survey

We have users fill out a request form. (Requestors)
Then a team of users do what is requested on the form. (Request Team)
When form is marked 'complete' a notification email goes out to the Requestors.

The Request Team has asked to add a survey to that notification email. I could just make a Survey table and link to the 'new record' button... but they want to know which Request Form the survey is for. I can do a relationship... but how do I make the button open a new Survey form that has the correct Request Form pre-selected?

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Jen Hamilton
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2 Replies

  • If you make the survey be a child to the Request form, then the Add Survey button will auto populate the related Request.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JenHamilton_Tye's avatar
      JenHamilton_Tye
      Qrew Trainee
      Thank you so much!! I knew there was an easy/obvious answer and I was overthinking it.

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      Jen Hamilton
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