[docs] manual feedback request and minor fixes

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mbauskar 2017-02-10 11:14:00 +05:30
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# Feedback # 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 ### Topics

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setting-up-feedback setting-up-feedback
submit-feedback submit-feedback
resend-feedback-request resend-feedback-request
manual-feedback-request

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# 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.
<img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/manual-feedback-request-option.png">
Then, user can enter the feedback request details like email id, message and send the
feedback request mail.
<img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/manual-feedback-request.png">
Note. If Feedback Trigger is already configured for the document then system will fetch
Feedback Request details (email id, message)

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@ -8,7 +8,9 @@ To resend the Feedback Request we will need to navigate the Communication by cli
<img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/resend-feedback-request-button.png"> <img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/resend-feedback-request-button.png">
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. Feedback Request with same message or he/she can make the changes in the Feedback Request message.
<img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/resend-feedback-request-custom-message.png"> <img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/resend-feedback-request-custom-message.png">
{next}

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You can set up the Feedback Trigger for various documents to get the Feedback from the user. 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 > Setup > Email > Feedback Trigger
@ -10,20 +10,20 @@ For this you will need to setup the Feedback Trigger,
To Setup an Feedback: 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. 2. Select the Email Field, This field will be used to get the recipients email id.
3. Set the Subject for feedback request mail. 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. 4. Set the conditions, if all the conditions are met only then the feedback request mail will be sent.
5. Compose the message. 5. Compose the message.
### Setting a Subject ### 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"
<img class="screenshot" alt="Setting Subject" src="{{docs_base_url}}/assets/img/setup/feedback/feedback-trigger-subject.png"> <img class="screenshot" alt="Setting Subject" src="{{docs_base_url}}/assets/img/setup/feedback/feedback-trigger-subject.png">
### Setting Conditions ### 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.
<img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/feedback-trigger-condition.png"> <img class="screenshot" alt="Setting Condition" src="{{docs_base_url}}/assets/img/setup/feedback/feedback-trigger-condition.png">
@ -40,8 +40,6 @@ You can use both Jinja Tags (`{% raw %}{{ doc.[field_name] }}{% endraw %}`) and
{{ feedback_url }} {{ feedback_url }}
{% endraw %} {% 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 ### 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 1. Setting the Recipients and Message
<img class="screenshot" alt="Set Message" src="{{docs_base_url}}/assets/img/setup/feedback/setting-up-feedback-trigger-message.png"> <img class="screenshot" alt="Set Message" src="{{docs_base_url}}/assets/img/setup/feedback/setting-up-feedback-trigger-message.png">
{next} {next}