How to dynamically populate Survey Header / Introduction fields

[SS1510]

Hi everyone,

I am building a Customer Satisfaction Survey that triggers automatically via Flow Designer when a Project record (pm_project) changes to "Closed Complete".

The Requirement:

The requirements document states that the survey form itself needs a Survey Header informational block at the very top. This section needs to dynamically pull and display live data from the specific source project record without manual typing:

• Project Name
• Project Manager's Name
• Date Survey Was Sent
• Response Due Date

We also need the deadline date dynamically injected directly into the introductory text paragraph (e.g., "Please take a few minutes to complete this survey by [Due Date]...").

Does anyone has any idea how to configure this?

[glideFather]

ahoy @SS1510,

while this should be quite easy to do in a notification sent, I don't think there's a way to populate the Introduction note as it is for ALL the surveys sent to ALL the recipients based on various records in that Survey' scope..

But maybe I got it wrong, could you attach a screenshot to confirm where you want to add it?

Do you mean to have these details dynamically changed here?

[SS1510]

Yes @glideFather ,

Can we add dynamic values here on the introduction text?

[glideFather]

@SS1510 I would say it's not possible. 

If you want to add some context to what record is the survey related to, you can see it in the Portal (ESC) - more surveys to take, each has the corresponding request in my case:

If you select one of many, you see it here, there is this "Please help us improve..." message which is from the introduction section as seen in my previous post:

And users with backend access can see the REQ number in the top like this:

What you want to achieve is not possible in my opinion. 

[Vishal Jaswal]

Hello @SS1510 

I believe it is not possible and you should not try to achieve the same as well because you must send such Project related values in the e-mail so that end user can read them and then click the survey link which means end user is aware against which information/record he/she is providing the feedback. 

The above won't require a flow as well because you can have trigger conditions set for your survey and ensure survey e-mail notification subject and body are appropriate to help end user understand.