diff --git a/erpnext/docs/assets/img/setup/feedback/manual-feedback-request-option.png b/erpnext/docs/assets/img/setup/feedback/manual-feedback-request-option.png new file mode 100644 index 0000000000..e9f6487b3e Binary files /dev/null and b/erpnext/docs/assets/img/setup/feedback/manual-feedback-request-option.png differ diff --git a/erpnext/docs/assets/img/setup/feedback/manual-feedback-request.png b/erpnext/docs/assets/img/setup/feedback/manual-feedback-request.png new file mode 100644 index 0000000000..cf9ecc0f22 Binary files /dev/null and b/erpnext/docs/assets/img/setup/feedback/manual-feedback-request.png differ diff --git a/erpnext/docs/assets/img/setup/feedback/setting-up-feedback-trigger-message.png b/erpnext/docs/assets/img/setup/feedback/setting-up-feedback-trigger-message.png index 7308db405c..6bc802ec2f 100644 Binary files a/erpnext/docs/assets/img/setup/feedback/setting-up-feedback-trigger-message.png and b/erpnext/docs/assets/img/setup/feedback/setting-up-feedback-trigger-message.png differ diff --git a/erpnext/docs/user/manual/en/setting-up/feedback/index.md b/erpnext/docs/user/manual/en/setting-up/feedback/index.md index e88772a22a..bb2efaffc5 100644 --- a/erpnext/docs/user/manual/en/setting-up/feedback/index.md +++ b/erpnext/docs/user/manual/en/setting-up/feedback/index.md @@ -1,6 +1,6 @@ # Feedback -Customer/User Feedback for a Product or Services can be useful for business as it can be used to make decisions for imporvements either in products or services. +Customer/User Feedback for a Product or Services can be useful for business as it can be used to make decisions for improvements either in products or services. ### Topics diff --git a/erpnext/docs/user/manual/en/setting-up/feedback/index.txt b/erpnext/docs/user/manual/en/setting-up/feedback/index.txt index 8e5fb37c9b..08160ccd71 100644 --- a/erpnext/docs/user/manual/en/setting-up/feedback/index.txt +++ b/erpnext/docs/user/manual/en/setting-up/feedback/index.txt @@ -1,3 +1,4 @@ setting-up-feedback submit-feedback -resend-feedback-request \ No newline at end of file +resend-feedback-request +manual-feedback-request diff --git a/erpnext/docs/user/manual/en/setting-up/feedback/manual-feedback-request.md b/erpnext/docs/user/manual/en/setting-up/feedback/manual-feedback-request.md new file mode 100644 index 0000000000..4afaee1fed --- /dev/null +++ b/erpnext/docs/user/manual/en/setting-up/feedback/manual-feedback-request.md @@ -0,0 +1,17 @@ +# Manual Feedback Request + +We can also send the feedback request to Customer/User without configuring the +Feedback Trigger. + +To request a feedback manually go to respective document e.g. Sales Order, Issue etc. +and click on Ask a Feedback option in Menu. + +Setting Condition + +Then, user can enter the feedback request details like email id, message and send the +feedback request mail. + +Setting Condition + +Note. If Feedback Trigger is already configured for the document then system will fetch +Feedback Request details (email id, message) diff --git a/erpnext/docs/user/manual/en/setting-up/feedback/resend-feedback-request.md b/erpnext/docs/user/manual/en/setting-up/feedback/resend-feedback-request.md index c810183283..0dbb3b7340 100644 --- a/erpnext/docs/user/manual/en/setting-up/feedback/resend-feedback-request.md +++ b/erpnext/docs/user/manual/en/setting-up/feedback/resend-feedback-request.md @@ -8,7 +8,9 @@ To resend the Feedback Request we will need to navigate the Communication by cli Setting Condition -On Resend Button click the a dialog with the Feedback Request message will appear user can either send the +On Resend Button click a dialog with the Feedback Request message will appear user can either send the Feedback Request with same message or he/she can make the changes in the Feedback Request message. -Setting Condition \ No newline at end of file +Setting Condition + +{next} diff --git a/erpnext/docs/user/manual/en/setting-up/feedback/setting-up-feedback.md b/erpnext/docs/user/manual/en/setting-up/feedback/setting-up-feedback.md index 78674be45a..373d703275 100644 --- a/erpnext/docs/user/manual/en/setting-up/feedback/setting-up-feedback.md +++ b/erpnext/docs/user/manual/en/setting-up/feedback/setting-up-feedback.md @@ -2,7 +2,7 @@ You can set up the Feedback Trigger for various documents to get the Feedback from the user. -For this you will need to setup the Feedback Trigger, +For this, you will need to setup the Feedback Trigger, > Setup > Email > Feedback Trigger @@ -10,20 +10,20 @@ For this you will need to setup the Feedback Trigger, To Setup an Feedback: -1. Select which Document Type you want send feedback request mail. +1. Select which Document Type you want to send feedback request mail. 2. Select the Email Field, This field will be used to get the recipients email id. 3. Set the Subject for feedback request mail. 4. Set the conditions, if all the conditions are met only then the feedback request mail will be sent. 5. Compose the message. ### Setting a Subject -You can retrieve the data for a particular field by using `doc.[field_name]`. To use it in your subject / message, you have to surround it with `{% raw %}{{ }}{% endraw %}`. These are called [Jinja](http://jinja.pocoo.org/) tags. So, for example to get the name of a document, you use `{% raw %}{{ doc.name }}{% endraw %}`. The below example sends an feedback request whenever Issue is Closed with the Subject, "ISS-##### Issue is Resolved" +You can retrieve the data for a particular field by using `doc.[field_name]`. To use it in your subject/message, you have to surround it with `{% raw %}{{ }}{% endraw %}`. These are called [Jinja](http://jinja.pocoo.org/) tags. So, for example, to get the name of a document, you use `{% raw %}{{ doc.name }}{% endraw %}`. The below example sends an feedback request whenever Issue is Closed with the Subject, "ISS-##### Issue is Resolved" Setting Subject ### Setting Conditions -Feedback Trigger allow you to set conditions according to the field data in your documents. The feedback request email will be sent on document save only if the all conditions are true For example, if you want to trigger the feedback request mail to customer if a Issue is has been saved as "Closed" as it's status, you put `doc.status == "Closed"` in the conditions textbox. You can also set more complex conditions by combining them. +Feedback Trigger allows you to set conditions according to the field data in your documents. The feedback request email will be sent on document save only if the all conditions are true For example if you want to trigger the feedback request mail to a customer if an Issue is has been saved as "Closed" as it's status, you put `doc.status == "Closed"` in the conditions textbox. You can also set more complex conditions by combining them. Setting Condition @@ -40,8 +40,6 @@ You can use both Jinja Tags (`{% raw %}{{ doc.[field_name] }}{% endraw %}`) and {{ feedback_url }} {% endraw %} -Please note the to include Feedback URL in the feedback request mail message body you will need to include the `{% raw %}{{ feedback_url }}{% endraw %}` in message while setting up the feedback trigger. - --- ### Example @@ -52,4 +50,4 @@ Please note the to include Feedback URL in the feedback request mail message bod 1. Setting the Recipients and Message Set Message -{next} \ No newline at end of file +{next}