How can I set up a Survey reminder?

Allison3 · ‎03-16-2018

I'm needing to setup a reminder email for users when the survey expires the next day. I have read through the community and setup what I think I need but it's still not working.

I have a Event setup called task.send_survey_reminder

I then have an email notification setup to send when the event is fired. I have surveys that are set to expire tomorrow but the email is not going out. I checked the event log and I don't see it. What am I missing?

Tim Deniston · ‎03-16-2018

You need to query for any surveys that have not yet been completed. To do that, use GlideRecord. Something like this:

var survey = new GlideRecord('asmt_assessment_instance');
survey.addEncodedQuery('state=ready^due_dateONTomorrow@javascript:gs.beginningOfTomorrow()@javascript:gs.endOfTomorrow()^userISNOTEMPTY');
survey.setLimit(1); //limiting the query to just one record
survey.query();

while (survey.next()) {
	gs.eventQueue('task.send_survey_reminder', survey);
}

View solution in original post

Tim Deniston · ‎04-03-2018

Replace the encoded query with this:

state=ready^due_dateRELATIVELE@dayofweek@ahead@2^userISNOTEMPTY

The easiest way to determine this query string is to build the right filter in a list view, right-click the breadcrumbs at the top, and select Copy query. (Ignore the actual text of the breadcrumb in this screenshot... it's just meant to demonstrate how to right-click and select Copy Query.)

Community Alums · ‎08-09-2019

Tim - I have a slightly different requirement and might need your expertise. Could you please help with my question here?

Jeff316 · ‎03-16-2018

Hi Allison,

Maybe this will help.

I also send a reminder to the survey taker but I do it 50% before the due date.

I trigger the event called "assessment.reminder" from the oob workflow.

Then my email notification picks up that event.

You can configure the workflow to fire a day before the due date if you like.

Jeff316 · ‎03-16-2018

One more thing....

If you create a custom event name, you have to register the event. If you use the oob event name just check to make sure it is registered already.

Allison3 · ‎03-16-2018

How do I register the event? It shows under System Policy>Events>Registry section. I don't see anything that specifically says to register it.