Send survey invitations to users

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • You can send survey invitations using the Assign Survey or Send Invitations buttons on the Survey Definition form.

    시작하기 전에

    Role required: admin or survey_admin

    이 태스크 정보

    Use the Send Invitations button to immediately assign survey instances to each survey user that is listed in the survey definition. Use the Assign Survey button to assign a survey instance to any one user at a time.

    Each of the buttons generates survey instances assigned to the appropriate users. In addition, if the instance is configured to send email, the system generates survey notifications. For either button to be available, the survey definition must meet all of the following conditions.
    • Active check box is selected.
    • State is Published.
    • Survey is associated with at least one question.
    주:
    You (or a trigger) can send more than one instance of a survey to a user at any time.

    프로시저

    1. Navigate to All > Survey > View Surveys.
    2. Select an active, published survey.
    3. Complete one of the following actions.
      옵션설명
      Assign a survey to users listed in the Survey Users related list Click Send invitations.
      Assign a survey to any user Click Assign Survey and select one or more users, and then click OK.
      The system creates a survey instance assigned to the user or users, assuming the user is eligible to receive a new survey instance. When you use the Assign Survey button, the selected user is not saved as a survey user.