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Topic

    Tuğçen İlke Çolak
    trigger the survey when it completesAnswered
    Topic posted May 27, 2019 by Tuğçen İlke ÇolakRed Ribbon: 250+ Points 
    44 Views, 6 Comments
    Title:
    trigger the survey when it completes
    Content:

    Hi all,

    I need help about surveys. The client wants to send a survey when the delivery(custom object) has a certain value. To be able to send a survey, i made an eventhandler which works on delivery update. And i set the one of contact custom field on this eventhandler. After that, i send a transactional survey by contact business rule.

    I know for which deliveries we send a survey.   

    Now the client wants to know survey session is related with which delivery.

    Is there any way to know, when the customer replies the survey is related with which delivery?

    Best Comment

    Jared Ennew

    Another solution is you could create a relationship between your Delivery object and Incidents. Then when your delivery object needs to send a survey instead of setting a custom contact field you could create a new incident (using a custom process) and assign your Delivery record to the incident. Then set fields on the incident and use Incident Business Rules to trigger the survey. When a survey is triggered through incident rules the results are associated to the incident and therefor you'd be able to trace it back to your delivery record through the relationship association.

    Edit: Instead of using a custom process to create a new incident you might be able to achieve this using Workflow if you have it enabled on your site.

    Comment

     

    • Ajay Yadav

      question_sessions.created : When the Survey Question Session Created
      question_sessions.completed : When the Survey Completed

      please find the attached report which might help you.

    • Tuğçen İlke Çolak

      Hi Ajay,

      I have a similar report in the environment. But my problem is not about reporting. I have delivery custom object under the contact. One contact can have multiple deliveries. When the delivery object updates, i set a contact custom field and send a transactional survey. Lets say 4 delivery object updates, and i send 4 survey to the customer. Customer replies one of these 4 surveys. In this point i do not know the responses are related with which delivey? Is there any way to build this relationship?

    • Ajay Yadav

      you can add Custom Field into your transactional Survey and update by JS or PHP.

    • Tuğçen İlke Çolak

      Sorry, it is not clear for me. can you give more details.

    • Jared Ennew

      Another solution is you could create a relationship between your Delivery object and Incidents. Then when your delivery object needs to send a survey instead of setting a custom contact field you could create a new incident (using a custom process) and assign your Delivery record to the incident. Then set fields on the incident and use Incident Business Rules to trigger the survey. When a survey is triggered through incident rules the results are associated to the incident and therefor you'd be able to trace it back to your delivery record through the relationship association.

      Edit: Instead of using a custom process to create a new incident you might be able to achieve this using Workflow if you have it enabled on your site.

    • Tuğçen İlke Çolak

      Hi Jared,

      I thought the same thing. I will try it and let you know. Thank you very much.