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How do I create, modify, or remove a Feedback Type?

This article applies to Pro, Team, and Legacy editions. 

In Centercode, Feedback Types are how users will submit feedback. These types can range from issues to ideas, to discussions. They are fully configurable to help you reach your feedback goals.

Create a Feedback Type

From the project homepage:

  1. Click the Management > Project configuration > Feedback types in the navigation bar.
  2. Click the Create a feedback type link at the bottom of the table.
  3. Give the Feedback Type a NamePlural name, Submission title, Intent, Format identifier, and any desired Advanced options.
  4. Click the Next button at the bottom of the page.
  5. Set Feedback collaboration settings as desired and click the Next button at the bottom of the page.
  6. Set desired Feedback roles, then click the Next button at the bottom of the page.
  7. Enter desired Statuses in the Add additional items field, then click the Next button at the bottom of the page.
  8. Set up the Workflow process as desired, then click the Next button at the bottom of the page.
  9. Give your Feedback Form a Title and Description.
  10. Click the Add a form element link at the top of the form.
  11. Select the desired Element type and fill in any desired settings.
  12. Click the Submit button at the bottom of the form.
  13. Repeat steps 11 and 12 until you have added all desired elements.
  14. Click the Return link at the bottom of the form to complete the process of adding elements.
  15. Click the Publish button at the bottom of the page to confirm.

You have successfully created a Feedback Type.

Modify a Feedback Type

From the Project Homepage:

  1. Click the Management > Project configuration > Feedback types in the navigation bar.
  2. Click the modify pencil of the desired Feedback type
  3. Choose the appropriate button from the main body area.
  4. Make desired modifications, then click Submit at the bottom of the page to confirm.

You have successfully modified a Feedback Type.

Remove a Feedback Type:

From the Project Homepage:

  1. Click the Management > Project configuration > Feedback types in the navigation bar.
  2. Hover over the table cell of the desired Feedback Type and click the Archive icon to the right.
  3. Click the Yes, Archive this item link to move the Feedback form into the Archive.
  4. Click View archive in the upper right.
  5. From the Archive Feedback types can be restored and made active again, or permanently removed.
  6. To permanently remove a Feedback type hover over the table cell of the desired Feedback Type and click the Remove icon to the right.
  7. Click the Yes, Remove this item link to delete the Feedback type and all associated data.

You have successfully removed a Feedback Type.

Requirements

  • Manage Feedback Role