Article: Enhancing Survey Trigger User Field to Support Multiple Reference Tables

[saichary]

Problem Statement

In the Survey Trigger condition configuration, the User field is used to identify the recipient of the survey. By default, this field allows selection of only those fields that reference a specific table (e.g., User table).

However, in scenarios where surveys need to be sent to users from multiple tables such as Service Organization External Staff, the current configuration restricts the selection, limiting flexibility in survey targeting.

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Solution

To enable the User field to support multiple reference tables, update the dictionary attribute of the field by adding the required reference types.

Add the following attribute:

reference_types=sys_user;sn_csm_service_organization_external_staff

Steps to implement:

1. Navigate to the Survey Trigger configuration

2. Locate the User field

3. Open the Dictionary entry of the field

4. In the Attributes section, add:
   reference_types=sys_user;sn_csm_service_organization_external_staff

5. Save the changes

This configuration allows the field to reference multiple tables, enabling selection of users from both sys_user and Service Organization External Staff.

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Conclusion

By updating the reference_types attribute, the Survey Trigger configuration becomes more flexible and scalable, allowing surveys to be sent to users across multiple tables. This ensures broader coverage and better alignment with business requirements without customization complexity.

Please let me know if you have any issues or concerns.

Thanks,
Sai