Building an Online Form for a Customer Survey

To create an online form for customers to fill out and create a survey record.

Note:

This task requires permission to create custom record types. By default, marketing roles do not have this permission. Therefore, this task requires an administrator or a customized role to complete.

Go to Customization > Lists, Records, & Fields > Record Types.
Click the Customer Survey link in the Edit column.
On the Customer Survey record page, click the Online Forms subtab.
On the Online Forms subtab, do one of the following:
- Click New Online Form to create the form customers will use to complete the survey. You can select the record fields that will appear on the form and define the order of those fields. You can also set other aspects of the form's appearance such as the way fields display, color theme, and a form logo.
- Click New Online HTML Form to use a custom HTML template to completely control the layout and appearance of your online form. For more information, see Online Form Templates.
On the Select Fields subtab, select the Customer field in the Field column. NetSuite uses this field to link the survey to the customer record.
Clear the box in the Select column.

You may want to hide this field on the online form. If you pass the customer name through the URL to the form, this can avoid some confusion for the respondent. For more information, see Creating the Link to a Customer Survey.
Click Add.
Repeat these steps for each question you want on the survey.
Set up the online form as you want it to appear for customers. For more information, see Online Custom Record Forms.
Click Save.

For a custom HTML form, you must supply tags in the body of your document to show the arrangement of fields on the form.

The tag for each field on the form should be in the format <NLTAG>. You generate a field tag when you prepend NL to a field ID. The ID for custom fields on your survey custom record can be found on the Fields subtab in the ID column. Each tag should be formatted like this: <NLCUSTRECORD1>.

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