Tutorial/Questionaires

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"