How to populate a field value based on survey (assessment) result

SandyL83
Tera Guru

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

3 REPLIES 3

Quinten
Tera Guru

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.

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. 

Depends on the use case of the Shared Asset (yes/no) field