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Survey Response as related list on record

Nikunj Bambhar1
Tera Contributor

hello Everyone,

 

Need your suggestion to Achieve the below scenario.

On the IDEA Table when record gets inserted --> survey goes out to the requester.

how do i attach the survey responses to the IDEA record as related list with all questions in the related list?

Please help !! i think i have to do something under System Definition-->relationships but unsure what to do.

Also once the survey responses are received for that Idea record --> i want to send notification to the person working on IDEA. is that possible?

please help so that i can provide more information

1 ACCEPTED SOLUTION

Vipin Murugesan
Kilo Sage

Hi Nikunj,

I can help you out how to relate, 

On the IDEA Table when record gets inserted --> survey goes out to the requester {With the help of triggering condition within the Survey module you can achieve this}

Traverse to System Definition-->relationships -----> All the survey response are stored in Metric Result [asmt_metric_result] table.

So create a Relationship . In Applies to table select Idea Table and Queries From table use [asmt_metric_result].

and use below script, (Having Incident table in mind i have used parent.number, you can rewrite as per your Idea table. )

(function refineQuery(current, parent) {

current.addQuery('instance.task_id.number', parent.number);


})(current, parent);

Now Traverse to your Idea table, Configure Related List and select newly created Survey relationship to bring within Related list.

Also once the survey responses are received for that Idea record --> i want to send notification to the person working on IDEA. is that possible? {May be scheduled Job scripts can be used to achieve this}

PS: Hit like, Helpful or Correct depending on the impact of the response

View solution in original post

2 REPLIES 2

Vipin Murugesan
Kilo Sage

Hi Nikunj,

I can help you out how to relate, 

On the IDEA Table when record gets inserted --> survey goes out to the requester {With the help of triggering condition within the Survey module you can achieve this}

Traverse to System Definition-->relationships -----> All the survey response are stored in Metric Result [asmt_metric_result] table.

So create a Relationship . In Applies to table select Idea Table and Queries From table use [asmt_metric_result].

and use below script, (Having Incident table in mind i have used parent.number, you can rewrite as per your Idea table. )

(function refineQuery(current, parent) {

current.addQuery('instance.task_id.number', parent.number);


})(current, parent);

Now Traverse to your Idea table, Configure Related List and select newly created Survey relationship to bring within Related list.

Also once the survey responses are received for that Idea record --> i want to send notification to the person working on IDEA. is that possible? {May be scheduled Job scripts can be used to achieve this}

PS: Hit like, Helpful or Correct depending on the impact of the response

hello Vipin,

 

really appreciate your response.

 

Is there anyway i can display the responses also as related list and not just the survey which went out?

 

right now if i follow the steps you mentioned - user will see the survey under related list but they will have to click to view users response

 

is there a way to bring those questions and answers as related lists?