survey trigger conditions

[v-paulp]

Hi,

I have requirement related to survey . Currently in our instance if RITM state is change to closed complete survey send to the "requestor " user . But we want to give some condition on it who will received the survey.

1. survey will send to the requested for user 

2. But if requested for user is vip then it should be send to the requestor 

can anyone know how to achieved this ?

Thanks

Pradip  

[Sohail Khilji]

What's the difference in requestor and requested for... ? Kindly be clear in your query

[James Chun]

Hey @v-paulp,

I am assuming the 'requestor' is someone who actually makes the request and 'requested for' is the intended user for the request.

I believe you would need to create 2 separate Trigger Conditions. 

• User field is set to 'requested for' when the user is NOT a VIP
• User field is set to 'requestor' when the user is a VIP

Cheers

[v-paulp]

Hi James,

How to set the condition that "requested for" is not vip?

[James Chun · Accepted solution]

You would need to dot-walk to the VIP field.

1. Select 'Show Related Fields'
   
2. Select 'Requested for => User fields'
   
3. Select 'VIP' and 'is false'