Survey Trigger Condition | User Field = Watch list | Additional rule based on email domain of Watch list users

[JR42]

Hello! I have a survey that generates a survey instance to everyone listed in the Watch list of the Project when it is Closed (using the User Field in the Survey Trigger).
I have a new requirement to prevent survey instances from generating for users in the Watch list that have a specific email domain associated with their account.

Does anyone have any advice on how I can prevent the surveys from generating for the Watch list users that have an email address associated with their account that ends in the specified domain?

Here is an example:

1) Users are added to the watch list on a Project with their ServiceNow user account.

2) The Project is set to Closed.

3) A Survey instance is generated for each user listed in the Watch list, unless the email address associated with their ServiceNow account ends in @gmail.com (for example).

Thanks!

[Jake Sadler · Accepted solution]

Hi,

You could create a before insert business rule on the survey instance table to check the user email address and abort the action if it matches your conditions.

Thanks

Jake

[JR42]

Hi Jake, thanks for the tip.  I have no idea what I would script, or how, in that business rule.  Can you help me with an example script, or a link to a doc that would get me through it?

[Jake Sadler]

Hi,

No code required.

Table:

When to run Conditions:

Actions:

Thanks

Jake

[JR42]

Hi Jake, thank you, this is super helpful!  However, I do not have 'Email' as an option for the conditions under the asmt_assessment_instance table.  Looking at one of the survey instances, there is no email field on the form.  I tried to add it under Configure > Form Layout, and Configure > Form Design, but it was not an available field.  Do you have any thoughts on how I can get the email field added so I can use it in the Business Rule conditions?

P.S. I have an 'Assigned To' field, however, I don't have dot walk on it so that I can dot walk to their email.

Thanks again!