Send Survey to Group Members

[Shrey hurana]

I have a group called 'IT_Quality' team. My requirement is that I need to trigger the survey to to the members of this group every time that incident is resolved.

I have checked the trigger condition form, there I am unable to add this particular group to trigger this assessment. Can someone please help me with this case.

[Community Alums]

Hi @Shrey hurana ,

You will need to create "User Group" first:

1. Navigate to All > Survey > Administration > User Groups.
2. Click New.
3. Complete the Group form.
4. Right-click the form header and click Save.
   The Group Members and Groups related lists appear.
5. To add group members, complete the following steps.
   1. In the Group Members related list, click Edit.
   2. Select users from the list on the left and add them to the Group Members List on the right.
   3. Click Save.

Then you can Configure trigger conditions to specify when to send a particular survey and the persons to send it to:

1. Navigate to All > Survey > Administration > Trigger Conditions.
2. Click New
3. On the Trigger Condition form, fill in the fields.

   For a description of the field values, see Trigger Condition form for surveys.

   You can also create a trigger condition directly from the survey creator. If you select Certain users can take this survey, based on conditions in the Survey User Access section, the Trigger Condition form opens automatically when you click Save as Draft or Publish.

[Shrey hurana]

Thank you for the detailed solution and repsonse.

Can you please help me where I can select this user group created in order to trigger the survey to the members of this group.

[Mark Manders]

Is this one survey that has to be filled out by a member of the group, or do all the group members need to get their own instance of the survey?

[Shrey hurana]

Thank you for the reponse.

The survey instance needs to be trigerred to all the members of the group. If any of the member has completed the survey, then the other surveys assosciated with the record should get cancelled automatically.