I have a google form as a data source for one of the feedback tables.
Its basically a feedback form which goes to the customer, after a service is done. My requirement is that the feedback filled should be recorded under that particular customer in appsheet.
@Aditya_K1999 As Steve mentioned each client filling their own form is closest yes, but as a workaround can have their own URL sent to each of them, I have researched this before and there is a way to have a Google forms with a field pre filled using some URL ingenuity.
Once you wrapped your head around setting up a prefilled form using a URL, go create an action to concatenate the pre-filled form link with the entry pulling the client ID column inside appsheet. You can perhaps use an email bot to send each client their own specific link with their ID in the URL.
Its just an idea As I have seen a prefilled URL work, which then makes this an option to generate links from AppSheet.
I have not tried myself but is it possible to use a multiple choices with one value and set it as required, it is not hidden but at hopefully not editable.
I do agree all these workarounds do leave a strange feeling inside me that makes the solution feel ductaped together.
Hi Scott, I had actually gone through that thread before.
I think the difference between that use case & mine is that the value in the ID column is already there whereas in my case it is blank…what do you think?
Ah yes, I can see the difference. My solution does not use the new google forms integration, but you should still be able to make a few changes to the integrated solution to get the same outcome?
From what I can see, you would have to take down your publicly available google form. No need to delete it, just don’t publish it’s URL. Add your customer id field to the form with the ‘For office use only, please don’t delete or amend’ etc. Then continue the rest of the workflow as detailed in that post.
Thinking about it, I advise you not to use the integrated form method for now. It seems far easier in this situation to just add the Google Sheet that the form outputs to as a table in your app.
So even if I go with the sheet method. I am ID field is still blank.
If I am right in the old use case there were 2-3 fields which were already filled in the appsheet. And for the remaining fields to be filled the google form was being used.
But in my case there are no fields filled in prior.
You said that your require the customer feedback after one of your services has been completed? Well, how do you know when a service has been completed? How do you know which customer the service was completed for? Don’t you have a customers sheet with details of their email address and so on?
You workflow should be something like this:
Complete the service
Lookup the completed service details and retrieve the customer details
Compile an email to the customer using retrieved details
The body of the email includes a concatenated prefilled link to the feedback form
Not specifically from the service booking table, but more at the time the service is marked as completed? Is that a manual task? Does somebody have to click a button that updates a field on the record? Does the service complete workflow trigger an Invoicing workflow somehow?
Work through it as if there was zero IT involved in the process. It will be a human’s job to keep in contact with the customer, check whether services are in progress and their current status. Once you have done that, you will have a business process rule that you can adapt to an automation bot. You need to be able to know via record updates when it is suitable to email the customer with the URL of THEIR feedback form. Their form being the specially concatenated form url with their specific customer id as part of that url.