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Step-by-step questionnaire 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