Customer satisfaction survey


Article ID: 180808


Updated On:


Workflow Solution




Customer satisfaction survey

Scenario: A company wants to get some feedback from its customers. It sends an email with a link to an online survey. After the customer completes the survey, the survey data is uploaded into a company database.

See About the Form Builder component.

Process: This process is created as a Webforms-type project. This process assumes that an email containing a link to the online survey was sent previously.

The following screen shot shows the process:

The survey is created with a series of Form Builder components. The forms ask customers some basic questions regarding their satisfaction with the company's products. The survey includes a number of response methods including radio buttons, text fields, and date pickers.

The following screen shot shows the first form at design time:

The form has a theme applied to it. You can apply a ready-made theme from the themes collection, or you can create your own theme. The theme seen here is called "OS.X Window, Left Column."

See Adding a theme to a form.

The components seen here are as follows: label, check box, textbox, date picker, multi-line text box, and button. These components are dragged onto the form just as you would drag process components onto a model's workspace. Each item outputs its own variable into the process data. The button, "Next," creates the component's outcome path. The more buttons you add, the more outcome paths your component has. Form components are also similar to process components in that they each have an editor that you can view by double-clicking on the component.

The following screen shot shows the first form at run time:

The run-time form is identical to the design-time form. Each item that appears on the form directly represents an individual form component.

After the customer has completed the survey, the data retrieved from the survey is stored in a database. A custom component, created with the Workflow Integration Engine, connects to the database and stores the data.

For more information on the Integration Engine, see the Workflow Solution Administrator's Guide.

When the customer completes the survey and clicks Submit, these variable values are collected and stored in a database by the database component.

Other components in this example are as follows:

  • Custom component

    This component was created with the Integration Engine.

    For more information on the Integration Engine, see the Workflow Solution Administrator's guide.