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.

[Mark Manders]

I am not sure if there is an OOB way to achieve this.

You could create your own flow on closing of an incident according to your conditions. From that do a look up records to all active users on the group and a for each to create a survey instance of the survey. You can apply the logic to wait for one to be completed and cancel the rest to the same flow.

You will be bypassing the OOB Survey creation and gives you a bit more flexibility. 

Do remind whoever gave you the requirement that they run the risk that 5 people are filling in the survey at the same time and only the first to complete it, will be recorded, because the others are cancelled while they are working on it. That could be frustrating and lead to them not doing it anymore.

[Shrey hurana]

Thank you.

Let me try this in my PDI

[Shrey hurana]

I tried doing the same in my PDI but there is one small issue.

The assessment instance is getting created but the when I impersonate to the user, there user is not able to see the Survey triggered to him under 'My Assessment and Survey' module. Can you please help me with the same.

[Mark Manders]

That's a UI page (assessment_list). You need to check if your survey has the correct values to be shown. If I look in my (OOB) script, it is also checking the due date for instance. I don't see a due date on your survey instance, so that could be one of the issues.

[Shrey hurana]

Thank you for the response.

I have checked this UI page no surveys are showing on this page for the user.