How do I create survey instances from a scheduled job?

[angiejones]

My customer wants to send out surveys two weeks after the state is closed complete. I have a field whose value is 14 days from the closed complete date so I can query all the records daily to see if there are any matching records with today's date. I just am not sure how to trigger the creation of survey instances and send out the invites from a scheduled job. Any help is appreciated. Thanks!

[antin_s · Accepted solution]

Hi Angie,

I can think of 3 options.

1. Create a Trigger condition based on a field (ex: boolean)   which would would set by a scheduled job after 14 days.

2. Crate instances using new SNC.AssessmentCreation().createAssessments() in the Scheduled Job

3. Make the Survey as Public and send the Survey URL from the Scheduled Job.

Hope this helps. Mark the answer as correct/helpful based on impact.

Thanks

Antin

[angiejones]

I thought of the first option but was not aware of the other two. Thanks!

[angiejones]

I did option 2 and it worked great! I appreciate your response. I will keep the other options available for different circumstances. Thanks again!!

[antin_s]

Glad, it worked for you. Thanks for using community.

Thanks

Antin

[Yamuna Priya]

Hi @antin.s  Would you be able to provide the code snippet  syntax for option 2 : Create instances using new SNC.AssessmentCreation().createAssessments() in the Scheduled Job .

We have a requirement where we do not have any trigger condition and just need to send a survey  form to users assigned to a workgroup periodically. 

Thanks in advance!