Send Survey for Specific Record to Specific User Manually

jlaps
Kilo Sage

We turned off the repeat interval on our surveys as it was preventing submission when we wanted it. A couple of weeks ago, a couple RITM records were closed and did not send survey as the requester had filled out one already. I need to generate surveys for these records to this person.

The surveys get attached back with fields to teams for ratings scorecards, so I need the RITM to be associated with the survey as if it was triggered natually.

 

How do I trigger an existing survey, for an already closed RITM, to go out?

1 REPLY 1

Suleman
Tera Contributor

You can change the state of the survey to Ready