How to populate a field value based on survey (assessment) result
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06-22-2023 10:31 AM
Hello,
Within our Demand module, i just created a new survey. the results are stored on asmt_metric_result result table.
The question is a Yes/No question type.
On the Demand record, I have a field called "Shared Asset", which is Yes/No.
So, what I am trying to do is automatically set the Shared Asset question on the Demand record to Yes or No based on the survey question. If the survey question = Yes, Shared Asset should be set to Yes. And then vice versa.
Does anyone know how I would do this? I'm guessing a business rule on the asmt_metric_result table? But I am not sure what the scripting would look like.
thanks,
Sandy

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06-22-2023 01:07 PM
I'm not sure if survey is the correct approach to achieve this. But you could use flow designer to build a flow that runs on the asmt_metric_result table to update the record for which the survey was raised.
You could use a condition on the flow to only trigger if the assessment definition is the specific survey you created.
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06-23-2023 05:19 AM
Thanks for the suggestion, I am trying it out now. Do you have any approach in mind that would work better than a survey?
THanks agian.

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06-23-2023 05:22 AM
Depends on the use case of the Shared Asset (yes/no) field