Relate Survey to Record

[guiguille]

Hi all!

I'm facing an issue with a requirement I received: I need to create a way to manually send surveys from our projects (pm_project table). This is why I created a UI action with the following code:

sendSurvey();
function sendSurvey(){
var strInstance = gs.getProperty('glide.servlet.uri').toString();
var strLink = 'assessment_take2.do?sysparm_assessable_type=<SurveySysID>';
var strSurvey = strInstance + strLink;
gs.eventQueue('pm_project.send_survey', current, current.user, strSurvey);
}

This code triggers the event that sends the created link in a system notification.

The thing is that the link works OK, but I'm not able to set as the trigger ID the proper project. To achieve this, I first tried to relate it with the link I sent:

var strLink = 'assessment_take2.do?sysparm_assessable_type=<SurveySysID>%26sysparm_assessable_sysid=';
var strSurvey = strInstance + strLink + current.sys_id;

This didn't worked, so I tried to create the assessment before sending the link. To achieve this, I used the following code:

new global.AssessmentUtils().createAssessments('<SurveySysID>', '', '<UserToCompleteTheSurvey>')

The problem over there is that like that it works, but I need to send the second parameter as blank. I tried to send over there the sys_id of the project I want to relate the survey to, but that doesn't work.

Any thoughts? Any other way to relate an assessment to a particular record?

Thanks!

[ludijormajordeb · Accepted solution]

Hi guiguille

To create a survey, I would recommend you to use the Trigger Conditions, to send survey based on some condition. That would OOtB attach the survey instance to the record, as specified in Configure a trigger condition for a survey

But assuming that you've managed to link the survey instance with a project, I think that you would probably be replicating something like this OOtB UI Action (in the image below, current represents an survey instance already. If you have a reference to survey instance from your project, that would be your "current"):

.

Please let me know if that helps

[guiguille]

Hey ludijormajordebarros,

Thanks for the input. I'm marking your answer as the correct one, because what I was doing had a flaw: I was just creating the link to the survey. When the user entered the link, it created the record in the assessment instance table. I modified my process, I created a trigger condition, but I removed the notifications. I moved everything to the assessment instance table, I created a BR to send my own notification, and setting the assigned to of the notification to be the Guest user (I need it to be public). That way, I created a survey related to the project and it can also be accessible to a user without a SN account.

Thanks!

[ludijormajordeb]

Great guiguille!

I'm glad I could help.