{"id":37918,"date":"2024-04-23T18:03:43","date_gmt":"2024-04-23T12:33:43","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37918"},"modified":"2024-05-02T14:08:54","modified_gmt":"2024-05-02T08:38:54","slug":"automate-creating-customer-voice-survey-invitations-using-canvas-power-apps","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/04\/automate-creating-customer-voice-survey-invitations-using-canvas-power-apps\/","title":{"rendered":"Automate Creating Customer Voice Survey Invitations using Canvas Power Apps"},"content":{"rendered":"

In our previous blog<\/a>, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback.<\/p>\n

In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey Invitations for Companies (Accounts). This process is facilitated through selected views within Canvas Power Apps, orchestrated seamlessly via a Power Automate Flow.<\/p>\n

Let’s now walk through the step-by-step process to fulfill this requirement within the Canvas app.<\/p>\n

Step 1<\/strong>: Navigate to https:\/\/make.powerapps.com<\/a>\u00a0to design a sample Canvas App in Power Apps.<\/p>\n

Create a Canvas App named ‘Distribute Survey Invitations<\/strong>‘ for mobile devices and add the data source entities as shown in the provided screenshot.<\/p>\n

\"Automate<\/div>\n

Step 2<\/strong>: Add a Combo box named ‘AccountViews’<\/strong> to display all the system views for the Account entity.<\/p>\n

\"Automate<\/p>\n

Add the below formula to the Items property of the Combo Box to display all the views for the Account entity:<\/p>\n

Filter(\r\n    Views,\r\n    $\"<entity name={Char(34)}account{Char(34)}>\" exactin 'Fetch XML'\r\n)\r\n<\/pre>\n
Step 3<\/strong>: Add a Combo box named “SurveyComboBox<\/strong>” to display Customer Voice Surveys from all environments.<\/p>\n
\"Automate<\/p>\n
Note<\/strong>:<\/p>\n