Survey Trigger Condition on RITM to send when REQ is closed

[RichardSaunders]

I have a requirement to trigger a survey on the Request Item (sc_req_item) table but only when the entire Request (sc_request) has been completed. So we do not want to send the survey until all aspects of the request has been completed.

I am able to trigger the survey/notification when the condition is...

Active is false

But the moment i dot walk to sc_request it stops working...

Active is false

Request.Active is false

I know dot walking does not work wonderfully in some cases (e.g UI polices) is this one of those cases? Does anyone know a workaround?

Thanks in advance

[Sai Anna]

Richard,

I would suggest trigger condition be on "Request" table rather than on Requested item table. can I know the reason for pointing to requested item table?

Thanks,

Sai

[RichardSaunders]

Hi Sai, They would like the survey done on the individual Requested Items not the Request as a whole. We don't want to send the survey until the whole request has been complete as this may result in negative survey results. (e.g. Still waiting for item etc)

Thanks

RS

[Sai Anna · Accepted solution]

Hi Richard,

I can suggest a workaround (kinda dirty):

1. Create a True/False field (Request Completed) on requested item table by default it should be false.

2. Write a business rule on Request table: When active changes to false, update all attached requested item's Requested completed field to True.

3. Update existing survey trigger condition to send when "Request Completed is true".

Thanks,

Sai

Hit like Helpful or Correct depending on the impact of the response

[RichardSaunders]

Thanks, we went with this solution in the end