Difference between revisions of "Tutorial/Questionaires"

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ARTICLE EXPECTED 2013-03-15
== Step-by-step questionaire for specific users ==
== Step-by-step questionaire for specific users ==


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#* Make sure that solution contains an field of the Email type
#* Make sure that solution contains an field of the Email type
# Create an interface
# Create an interface
#*  
#* [solution] > Advanced > Interfaces ... ADD
#** Interface
#*** Active: X
#*** Unique name: [unique name across all interfaces]
#** Anonoumous user
#*** Active: X
#*** '''Update items: X'''
#*** Use questionaire style interface: X
# Create an status action that sends emails with tokens
# Create an status action that sends emails with tokens
#*  
#* Required: Set the correct interface
#* Option: Set a status that is used if email sending fails
# Set the order of fields
# Set the order of fields
#*
#* [solution] > Wizards > Questionaire order
 
#** Enter values
#*** 0 = disabled in questionaire
#*** Numbers dont need to be consecutive
# Ensure that anonoumous users can access to the solution
#* UserID = 10003 must have a group that has permissions
# Test solution
#* Goto frontend
#* Create new record and set status to that of the action trigger
#* Test token
#** Collect from you own email OR
#** Check the email queue in the designer


== Step-by-step questionaire anonoumous ==
== Step-by-step questionaire for anonoumous users ==


# Create a new solution and test it
# Create a new solution and test it
# Create an interface
# Create an interface
#* [solution] > Advanced > Interfaces ... ADD
#* [solution] > Advanced > Interfaces ... ADD
#** Interface Active: X
#** Interface
#** Interface: [any unique name]
#*** Active: X
#** Anonoumous user Active: X
#*** Unique name: [unique name across all interfaces]
#** Anonoumous user Update items: X
#** Anonoumous user  
#** Anonoumous user Use questionaire style interface: X
#*** Active: X
# Create an status action that sends emails with tokens
#*** '''Insert items: X'''
#*
#*** Use questionaire style interface: X
# Set the order of fields
# Set the order of fields
#*
#* [solution] > Wizards > Questionaire order
#** Enter values
#*** 0 = disabled in questionaire
#*** Numbers dont need to be consecutive
#** Accept with Submit
# Ensure that anonoumous users can access to the solution
#* UserID = 10003 must have a group that has permissions
# Test link using
#* http://[server name]/[application]/webinterface?[interfacename]=1


== Controlling the status flow ==
== Controlling the status flow ==

Latest revision as of 08:06, 11 November 2024

Step-by-step questionaire for specific users

  1. Create a new solution and test it
    • Make sure that solution contains an field of the Email type
  2. Create an interface
    • [solution] > Advanced > Interfaces ... ADD
      • Interface
        • Active: X
        • Unique name: [unique name across all interfaces]
      • Anonoumous user
        • Active: X
        • Update items: X
        • Use questionaire style interface: X
  3. Create an status action that sends emails with tokens
    • Required: Set the correct interface
    • Option: Set a status that is used if email sending fails
  4. Set the order of fields
    • [solution] > Wizards > Questionaire order
      • Enter values
        • 0 = disabled in questionaire
        • Numbers dont need to be consecutive
  5. Ensure that anonoumous users can access to the solution
    • UserID = 10003 must have a group that has permissions
  6. Test solution
    • Goto frontend
    • Create new record and set status to that of the action trigger
    • Test token
      • Collect from you own email OR
      • Check the email queue in the designer

Step-by-step questionaire for anonoumous users

  1. Create a new solution and test it
  2. Create an interface
    • [solution] > Advanced > Interfaces ... ADD
      • Interface
        • Active: X
        • Unique name: [unique name across all interfaces]
      • Anonoumous user
        • Active: X
        • Insert items: X
        • Use questionaire style interface: X
  3. Set the order of fields
    • [solution] > Wizards > Questionaire order
      • Enter values
        • 0 = disabled in questionaire
        • Numbers dont need to be consecutive
      • Accept with Submit
  4. Ensure that anonoumous users can access to the solution
    • UserID = 10003 must have a group that has permissions
  5. Test link using
    • http://[server name]/[application]/webinterface?[interfacename]=1

Controlling the status flow

Status after first update:

  1. Designer > [Solution] > Advanced > [Interface]
  2. Update the value "Status after update"

Status after questionaire completion:

  1. Designer > [Solution] > Advanced > Functionality - Questionaire - Messages
  2. Update the value "Final status"
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