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Mansi_Kat Creating an Evaluation Form in SF
I am trying to create an evaluation from in SF. Can anyone suggest the best way to make this work? Is it possible to make this work, just with point and click functionality and limited or no development involved?
I am trying to create this for our training team. Here's an example below (this what I want to build in SFDC)
Curriculumn Content:
New to Me : Yes Somewhat Not At all
Or
Useful for my Role: Rating: 2, 1, 0
Thanks!!
Hi,
Your solution can be achieved using Visual Force, but point and click functionality as such is not available in salesforce, though you can use custom object's Standard Create / Edit / Delete Pages for your purpose.
Probably what you can do is create a child object of Ciricullum Object which you can do creating a Custom Object say rating which has master-detail relationship with Ciriculum.
Now you create say 2 custom fields say:-
1. New to Me -> a picklist with the values you have mentioned
2. Useful for my Role: -> a picklist with the values you have mentioned
now add this new custom object as a related list to the ciriculum page layout.
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
Hi,
Actually, i am creating this layout in a custom object called Training. And, I want to display this data in similar kind of format or probably we can create a picklist value for each rating value as you suggested and piacklist value for rating number.
CURRICULUM CONTENT:
YES
SOMEWHAT
NOT AT ALL
New to me
Good review of oral health information
Useful for my role
Appropriate for diverse families
Similarly, I have more data to display on the same page.. I have 3 more sub sections to be displayed under a section called Evaluation on Trainings Object.
INSTRUCTION: (Oral Health Specialist)
STRENGTH
OK
NEEDS IMPROVEMENT
Presentation style
Knowledge of subject
Met my learning style
Modeled training skills for me
Can you suggest of any other way to do this? I know, I can't display 3 sections on a page layout. And, something like creating a picklist value would definitely solve the purpose. But, would you like to suggest another idea?
Actually, I am new to SF, still trying to explore options. Thanks for your help.
Also, I forgot to mention another thing, that values given against each section Ex: New to Me - Yes, Somewhat, Not At All. My client currently tracks all 3 values manually by entering values and they want to be able to do the same thing through SF.
Thanks !!