Teja11
Giga Guru

To achieve your desired outcome, you can configure a survey distribution in ServiceNow with the following steps:

  1. Create a survey: Go to the Survey application in ServiceNow and create a survey that you want to send out to requesters at the end of each month.

  2. Configure the survey distribution: Navigate to the Survey Distribution module and create a new survey distribution record. In the Distribution tab, set the trigger conditions to be "When a case is closed" and "Requester is not empty". Set the Run frequency to "Monthly" and choose the date and time for the survey to be sent out.

  3. Configure the survey email template: In the Email tab, create a survey email template that you want to send to requesters at the end of each month. In the template, include a message indicating that the survey is a general one for all the cases submitted by the requester in the past month.

  4. Set up the survey widget: In the Survey Widget tab, select the survey that you want to send out and configure the widget settings, including the duration for which the widget should be visible to the requester.

Regarding your second question, you can configure a script to delete the survey response if it is not actioned within 5 days. Here's how you can do that:

  1. Create a business rule: Navigate to the Business Rules module in ServiceNow and create a new business rule with the condition "When a survey response is created".

  2. Configure the business rule script: In the script section of the business rule, write a script to check the status of the survey response. If the status is not "complete" and the response was created more than 5 days ago, then delete the survey response.

 

 

Regards,

Teja

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.