Question
Collecting survey feedback inside an existing Case record
05:41 Dec 17, 2024
We are using Case records for mentoring requests. Case generation happens via an API call. Upon case closure we're looking to send out an email invite to user with a link to a survey web form on our website. We have the survey response fields already created within a new Case tab in Creatio:
The problem is that we're not quite sure which endpoint to use to get the users' form submission data into the survey response. I've tried a GET to the case object but don't see these fields returned, raising questions about how to POST it correctly. Ideas?
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06:39 Dec 17, 2024
If the fields were added in the designer, open the case object directly and do a publish and you’ll likely see the fields via the API.
Ryan
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