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survey trigger conditions

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v-paulp
Tera Contributor

‎03-03-2024 07:48 AM

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  

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James Chun
Kilo Patron
In response to v-paulp

‎03-03-2024 08:46 PM - edited ‎03-03-2024 08:46 PM

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

  1. Select 'Show Related Fields'
    JamesChun_1-1709527507773.png
  2. Select 'Requested for => User fields'
    JamesChun_2-1709527529151.png

     

  3. Select 'VIP' and 'is false'
    JamesChun_4-1709527591570.png

     

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v-paulp
Tera Contributor

‎03-03-2024 08:40 PM

Hi james,

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

vpaulp_0-1709527198535.png

 

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