How to: Configure different feedback forms based on catalogue items

One of our customers recently wanted to know if it is possible to configure different feedback forms based on the catalogue items for training events in Employee Training Management. This is a bit cumbersome using the current version, but it is still possible.

Customising the feedback notification

If the “Collect feedback” option is selected, the solution automatically sends out a feedback notification to all enrolled users once the training event has finished. You can customise this feedback notification in the List Settings of the “Scheduled Training Events” list.

Feedback notification body

As you can see in the feedback notification body, you can use the “etmFeedbackformURL” parameter to change the link to the feedback form. This parameter is linked to the “Link to the feedback form” column. By default, it is set to ”Lists/Feedbacks/NewForm.aspx?Training={ID}”. If you add this column to the content type, you can then change its value when scheduling new events.

Creating additional feedback forms

To create additional feedback forms, you have two options.

1. New content type

Go to Site Settings, then Site content types. Click on Create and enter a name for your new content type. Under “Select parent content type from” select “Sapiens.at.SharePoint Employee Training Management”, then underneath select “Feedback” as the “Parent Content Type”. On the next page you can customise the content type as you wish, i.e. add/remove questions for your feedback form. You then need to go to the feedback list’s List Settings, and add the newly created content type.

To get the content type ID of the new content type, go to the List Settings, then Advanced Settings and change the “Launch forms in a dialog?” option to No. This opens the form in full screen mode. You can then get the content type ID from the address bar. It is the combination of numbers and letters after “ContentTypeId=”.

Content type id

When creating an event, you can now add “&ContentTypeID=” plus your content type ID to the end of the “Link to the feedback form” field to use your new feedback form for this event.

Link to feedback form

When the email is sent out, the link {etmFeedbackformURL} will direct users to your new feedback form instead of the default one.

2. New survey list

Go to Site Contents and click on add an app, then select Survey. Give the survey a name and click on Create. Click on your newly created survey and then go to Settings and Add Questions to add questions to your survey. You can then take the link from the address bar, in my example it is “Lists/Feedback4/”, and enter it into the “Link to the feedback form” field. You then need to add “NewForm.aspx?Training={ID}” to the end of the link.

Link to feedback form 2

The link in the feedback notification will now direct users to your new survey and not the default feedback form. This blog post gives more information on changing the feedback link.

Linking the feedback form to the Training Catalog

Now that you have created your new feedback forms, you need to link them to the entries in the Training Catalog. Firstly, create a new text column in the Training Catalog and name it etmFeedbackformURL. This name is important because it is used as the internal name, however, you can rename it afterwards. In the Scheduled Training Events list, this column is called “Link to the feedback form”. The default value for this column should be “Lists/Feedbacks/NewForm.aspx?Training={ID}” or the link to the new feedback form you have created (including the content type link).

You can now configure the feedback form in the Training Catalog. If you schedule a training event based on a catalog item, the link stored in the catalog will be used.

 

We are aware that this is a very complicated solution to this problem and are planning to introduce an update in the future to make this process easier, however, at the current time this is unfortunately the only possible way to do this.

I hope you found this guide useful. If you have any problems or any other questions, please send an e-mail to support@sapiens.at or post a comment.