Feedback

Note

The Feedback tab is currently exclusive to Skuid on Salesforce.

Feedback is a configurable option that—when enabled—allows end users to provide feedback through an expandable tab on each Skuid page. That feedback is then available for review by Skuid administrators within Skuid’s backend UI.

Working with Feedback has two phases: activating and managing.

Activate Feedback

End users are excellent sources of information about how well your pages are working, where there are problems, and whether each page represents the best possible user experience. Skuid’s Feedback feature allows administrators to capture this information, respond to problems, and make requested improvements so end users don’t get frustrated. It’s also a great way for business leaders and decision makers to discern how to grow their business applications in productive and profitable ways.

The Feedback tab is activated in Skuid by going to Configure > Org Preferences > Feedback and checking Activate Feedback Form. It’s also possible to set where the tab will display on the page.

Once activated, the feedback tab will appear on all Skuid pages in the org.

Note

Need to turn off feedback on a specific page?

Open the page, and in the Edit Page Properties pane, under the Basic tab, uncheck Enable Feedback on this page.

The end user’s experience

Once activated, the Feedback tab appears at the selected location on every page. When a user clicks the Feedback tab, the tab opens a Feedback form. End users can:

  • Select the type of feedback from a picklist. Defaults are:
    • Question
    • Idea
    • Problem
    • Other
  • Add a comment, which is required to submit feedback.
  • Upload one or more attachments (a screen capture, image, or document) from their local drive. (An attachment is not required to submit feedback.)
  • Submit their feedback—or, Cancel it if they change their minds.

Note

Selecting Cancel closes the form and deletes the feedback.

Using Custom Labels with Skuid on Salesforce [[]]

If you’re using Skuid on Salesforce, it’s possible to customize the content of the Feedback form (including headings, labels, and picklists) using the Salesforce Custom Label feature in Skuid. Feedback form labels are titled “Global_Feedback_[label name].”

Properties

The Feedback tab is activated in Skuid by going to Configure > Feedback.

Note

Once activated, the feedback tab will appear on all Skuid pages in the site/org.

Click Configure > Feedback to turn on the feedback feature:

  • Activate Feedback Form (tab will appear on all Skuid pages): Globally activate the Feedback feature for all Skuid pages on the site/org.
  • Feedback Tab Position: Select where the Feedback tab will display on the page:.
    • Right
    • Bottom Right (default)
    • Bottom Left
    • Left

Manage Feedback

Click Feedback in Skuid’s navigation bar to open the Feedback Manager, where administrators can view, search, and reply to incoming feedback.

The Feedback Manager includes three distinct panes: the search pane, the list of feedback messages, and the actual message being viewed.

Properties/Page Elements

Feedback list [[]]

Individual Feedback messages are listed with the following information:

  • Type
  • Skuid Page location
  • User name
  • Date

The administrator can click through the list, opening each in the Feedback Message pane.

Feedback message [[]]

The feedback message pane includes the actual text message from the end user, any associated attachments, and the following information about the message.

  • Submitted: Date and time submitted.
  • Submitted by: User name of the submitter.
  • Email: Submitter’s email.
  • Page: The Skuid page the feedback was submitted from.
  • Page Modified: Last time that page was modified.
  • Skuid Version: The version of Skuid used.

The message pane also includes three tools to help administrate the message inflow:

  • Status: Indicates the message’s movement though the feedback process:
    • Open
    • In Review
    • Closed
  • Respond button: Opens a new email message using the Admin’s default email service, with the user’s email address automatically added to the recipient field.
  • Delete button: Deletes the feedback message. (Because deletion is permanent, the administrator will be asked to confirm deletion.)