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Anonymous user ID's linking to Manager account

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Hey guys. We have the following problem with a project using Formidable Forms through a WordPress website.

Our client has Manager self-assessment survey, with questions to help show what their managerial style and strengths and weakness are. When done answering the assessment questions, the manager clicks submit and done. Managers are given login ID's, so they are able to login to see a view showing their results.

At the same time, the employees who work under that manager are able to anonymously take the same quiz questions, and rate the managers performance using the same criteria. So no logins will be issued to employees to view results of any kind and no personal information will be collected to ensure they remain anonymous.

The employees, upon visiting the site, will be able to select their managers name from a dropdown menu before beginning their feedback assessment, to link their feedback to their specific manager. That information, plus the managers information will then be compiled into an anonymous report that only the manager has access to, so they can gauge what his areas of strength and weakness are.

So here is the problem:

Without an employee being issued a specific login and password as the managers are, how do we link the anonymous users feedback results to the manager of their choice so that the information gets reported into the managers proper view?

Is there a way to assign the anonymous data colllected:a unique ID, such as Employee 1, Employee 2, etc... so we can then have the data appear under that managers profile view while remaining anonymous?

Any thoughts would be appreciated! Thanks!

 

 

If they are picking the manager from a drop down, why wouldn't you add the manager's ID  to the anonymous entry? This would provide a link back to the manager, no?

Hi Victor, thanks for the reply.

That's the problem we are having, we are not sure how to add an ID to each anonymous entry made so we can refrence that information in the managers reports and such.

Any thoughts on how you add the managers ID (or assign any other ID really) to the anonymous data entered through the dropdown?

How are you routing to the form after the manager is selected? The way I would approach this is to redirect to the form with the selected manager id embedded in a query string like this:

url-to-form/?manager_id = selected_id

Then in the form use the get param shortcode to write the manager id to a hidden field. If you really wanted to get fancy, you could use the manager id to pre-populate read only fields with the manager's details so the respondent knows he/she is on the correct form.

Hi Victor, we are not currently routing to the form after the manager is selected at all. The dropdown is in the same form we are trying to pull the data from.

The manager has a separate form which he completes and submits with a username and password. He can then log into a WP view and see his results etc.

The employees are then sent a link by the manager to the anonymous form, which has the manager dropdown embedded in it, so they can in theory 'direct' their feedback to the proper person.

That anonymous feedback that the employee's provide will then be linked to the managers view, so he can see what type of feedback he is getting from his peers.

So far making the link from the anonymous to the manager view has been unsuccessful, since there is no user ID associated with the anonymous account to call the data from one to the other.

If the manager name is already on the same form, then I suggest an Ajax call to retrieve the manager id and store it in a hidden field on the form. You can also use the Ajax to populate any additional manager details.

If you don't want to go the Ajax route, you can use the frm_pre_create_entry hook to retrieve the ID with php. http://community.formidableforms.com/knowledgebase/frm_pre_create_entry/

Discussion closed.