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author's profile photo Former Member
Former Member

Sending Questionnaire

Hello Experts

Today when we send one survey for a customer, the same the archive with the attached HTML and the form opened in outlook receives in its email outlook. This finishes causing confusion which questionnaire to answer. How not to visualize the form in outlook and yes only through link?

Thank You

Gilvan

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  • author's profile photo Former Member
    Former Member
    Posted on May 29, 2007 at 04:13 PM

    Hi Gilvan,

    I am not sure which scenario you are implementing?

    In Registration the standard settings for the questionnaire are to be an attachment.

    In Vendor evaluation it is to be an URL with direct update into the application. The

    tigger is set on questionnaire level via the header information (path via the menu

    or on the head symbol).

    Once a setting is selected for a questionnaire, it cannot be undone, althought the

    system allows it. In order to switch, just copy the questionnaire and therefore

    create a new and put the setting in place.

    For the email process with URL and attachment, there are some issues with

    Microsoft Outlook, depending on the version. Have a look at note 840661 for the

    corrections needed.

    Thanks,

    Claudia

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    • Former Member Former Member

      Hi Gilvan,

      did you have a look on the stuff I described and the note I mentioned?

      For config info go for the Strategic Sourcing Guide as well the Vendor Evaluation

      Guide for SRM 4.0 (also valid for 5.0) available via the service marketplace.

      Thanks,

      Claudia

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