Can we call the survey record through flow?

Community Alums
Not applicable

‎06-13-2022 10:39 PM

Here we have a requirement that need to call the survey record through the flow designer.

not getting any relevant options from the flow.

Need suggestions to sort the requirement.

 

 

Regards, 

Vinod.

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OlaN
Giga Sage
Giga Sage

‎06-15-2022 09:50 AM

Hi,

There is no specific action to create a survey record.

You will need to use Create record, and choose the "asmt_assessment_instance" table, and fill out the correct fields in the regards to what survey, user and so on should be created.

Example below:

find_real_file.png

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Community Alums
Not applicable
In response to OlaN

‎06-21-2022 12:02 AM

Hi OlaN, 

Can you help me with the fields to be added to the assessment record action in the flow.

 

Need suggestions.

 

 

Regards, 

Vinod.

 

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OlaN
Giga Sage
Giga Sage
In response to Community Alums

‎06-22-2022 12:28 AM

By navigating to asmt_assessment_instance.list
You can open existing surveys, and see what values you should fill out.

Some suggestions:
Metric type, is the survey you want to connect to
Due date, is by what time the survey must be completed
Trigger ID, is the sysID of the record that triggered the survey
State, should be "Ready to take"
Assigned to, is which user should take the survey

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