Survey Not Working for Customer Contacts

Scott F
Tera Expert

I have created a Survey where the trigger table is Case and the User field set to Contact. It seems to be working when the Contact field in the Case references the sys_user table, but it looks like when the Contact field references the customer_contact table, no survey is created. I did go in to the Dictionary entry for User field and set the attributes to allow_references=true,reference_types=sys_user;customer_contact, but that doesn't seem to have helped. I know the trigger works because it sends the surveys when everything is identical except the Contact name. Does anyone know what may be wrong here? Any help would be greatly appreciated.

1 ACCEPTED SOLUTION

Thanks for the suggestion. The issue turned out to be with domain separation. The person that originally created the Survey didn't put it in the global domain. I moved the Survey and all related records to the global domain, and it works as expected now.

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Alex Tod1
Kilo Sage

Hello @Scott F,

  I have encountered a similar problem in the past,  at one point I ended up adding conditions just to see if it passes through them, as an option to try this as well, it worked for me.

 

Thanks for the suggestion. The issue turned out to be with domain separation. The person that originally created the Survey didn't put it in the global domain. I moved the Survey and all related records to the global domain, and it works as expected now.