Surveys for multiple users?

Uncle Rob
Kilo Patron

‎04-17-2023 02:49 PM

USE CASE:  Every project has a group of related records called stakeholders.
At the end of the project I want to send a survey to every stakeholder flagged as "send survey = true"

 

I have a SURVEY defined, and a trigger condition that works wonderfully.
Problem?  How to get recipients.
Now, I know you can build custom recipients lists.
You can even CODE the recipients list.
What I don't know is how to get the coded recipients list to know what record the survey has been generated for.

RobertFedoruk_0-1681768152116.png

 

Anyone done anything similar?


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Uncle Rob
Kilo Patron

‎05-05-2023 11:52 AM

Why is it every couple years I have to rediscover how much I absolutely hate ServiceNow's Survey / Assessment implementation.

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Rakesh Giri
Tera Contributor
In response to Uncle Rob

‎05-05-2023 01:56 PM

Hello Robert,

 

Did you already got the answer to your question?


if not and if i understood your question correct then maybe a new field of type list can be added to form. Write a script to populate it with the users which you want to send survey for. create a survey and then go to trigger condition of survey. Select your project table under in table field. Under 'user field', select your newly created field. Define the conditions and other fields as required.

when the survey will be triggered it will be triggered for all the user mentioned under new field for the record which will be satisfying all the conditions under trigger condition.

 

 

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spike
Mega Sage
In response to Rakesh Giri

2 hours ago

In case you still care, I've been looking at this today. 

 

As far as I can tell, the Survey Users and Survey Recipient Lists just allow you to manually trigger or assign that survey to those people. If your survey is based on a record that normally has a trigger, then no trigger record will be included in the manually sent survey.

 

If you are just trying to trigger the survey to multiple users from the same record, I've found that list like fields (watch list etc) allow you to do that. If you select that field in the User field of the trigger then a survey is sent to everyone on the list for that trigger record.

 

I really feel it's time this part of the system had an overhaul!

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