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Survey Taker not triggering Flow by Created, only edited #125

Closed dsurico closed 2 years ago

jrattanpal commented 3 years ago

Can you add more details?

But as you edited it, I am guessing it now works?

dsurico commented 3 years ago

Hi! It does work now, thank you!

I do have another question that I need your help with: How do I add the Contact Owner to the Survey Taker object and/or list?

Essentially, I need to create a Survey Taker with Responses Report that includes the Contact's Owner (First name) in the report so that my team members can see which of their contacts completed the survey and can respond to them accordingly. I am only able to add the Survey Owner (me) and I am not the contact owner.

I tried adding a look up field on the Survey Response object, but that didn't work.

image

If you have any suggestions - I would be very grateful!

Thanks

Dee

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From: jrattanpal @.> Sent: Wednesday, August 4, 2021 2:25 PM To: SalesforceLabs/survey-force @.> Cc: Dee Surico @.>; Author @.> Subject: Re: [SalesforceLabs/survey-force] Survey Taker not triggering Flow by Created, only edited (#125)

Can you add more details?

But as you edited it, I am guessing it now works?

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jrattanpal commented 3 years ago

For that, you should be able to use Contact record lookup to owner.

Survey_Takerc.Contactc.Owner.Name (not sure the correct reference)

You should be able to get that in report. If you want it to on Survey Taker then create a formula field to show it there and use that in report

dsurico commented 3 years ago

Thank you! I will try this now!