Skip to content

pre-fill Cx Collection Detail if using an A11 form #1768

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 8 commits into
base: develop
Choose a base branch
from

Conversation

ryanwoldatwork
Copy link
Contributor

@ryanwoldatwork ryanwoldatwork commented Feb 5, 2025

This PR automates a large part of the quarterly CX reporting for agencies who use the A-11 v2 forms in Touchpoints for post-transactional feedback.

This improves the current process, where agencies export their quarterly responses to a CSV, then manually created a CX Collection Detail record, and re-upload the CSV responses to become CX Response records.

The new process pre-fills the Cx Collection Detail record with information already available in the Form's definition, and then uses created Cx Responses from the Form's quarterly responses.

@ryanwoldatwork ryanwoldatwork added the WIP work-in-progress label Feb 5, 2025
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
WIP work-in-progress
Projects
None yet
Development

Successfully merging this pull request may close these issues.

1 participant