survey trigger conditions

v-paulp · ‎03-03-2024

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

James Chun · ‎03-03-2024

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

Select 'Show Related Fields'
Select 'Requested for => User fields'
Select 'VIP' and 'is false'

View solution in original post

v-paulp · ‎03-03-2024

Hi james,

How to set that condition Requested for is not vip ? that option is not available.