Ensure unique response submission by Guest Users

[arorard]

How can the duplicate Survey responses for a case or/and contact by a Guest user be prevented? In other words, survey response for a case or contact should be submitted once and only once.

It seems this check can work for userType!='Guest' currently and if it needs to be enforced for Guest user then it may require code changes.

If there is a configuration to meet the requirements currently, please let me know; else consider this enhancement in future.

thanks,

[jrattanpal]

There is no configuration or code currently that meets the requirement. For non-guest users, it's the code block starting at line#382 in https://github.com/SalesforceLabs/survey-force/blob/master/force-app/main/default/classes/ViewSurveyController.cls.

That code needs to be replicated somehow for Guest users. I can add that as a feature request but I am not sure when this can be implemented.

If we were to implement it then what will be the logic?

• Check if Guest user has already submitted survey for the case? (if case is not empty)
• Check if Guest user has already submitted survey for the contact? (If contact is not empty)

If we do implement it, it will be behind a custom metadata type which will be off by default because we don't want to impact existing implementations.

[arorard]

@jrattanpal

Thanks for replying!

I was thinking a possible solution could introduce a new custom field in Survey__c object to indicate that response should be processed once per case or contact , and viewSurveyController class can check this field is true at line#382 (with an OR operator with Guest user condition) and let the existing logic check if a response was submitted for the case or contact. This new field can have default value as false and so it should not disturb the existing surveys.

Let me know your thoughts.

thanks,

[jrattanpal]

That's an interesting solution. Maybe a combination?

• Custom Number field to indicate how many responses are allowed on survey
• Rollup summary field to track total number of responses for that survey

If Custom field is empty/zero then unlimited. But if not empty/zero then check if that number is < rollup summary field then store the result. If > = then show a message.

Or maybe better yet, don't even render survey at all

[arorard]

That definitely makes it better and flexible !! Awesome !

[jrattanpal]

I will add it to feature request. But I am not sure when I'd be able to work on it.

[dschach]

This is a good feature request. We would need a field to say that the survey can only be taken once per combination of case/contact (so a contact could take it multiple times if they have multiple cases). We may start tracking the Guest user as the user who takes the survey, so we could implement this with that code.

[jrattanpal]

@dschach This can be achieved without code (rollup summary and flow). Should we write code for this?

[dschach]

I think it's best to use code so we can put in complex logic. I'm looking at different rules for anonymous vs user-linked for internal, and whether or not to use Case and Contact for internal as well. It's pretty complex logic; let's put it in the backlog for now. I'm working on simplifying the survey rendering code (removing unnecessary lines from SFQuestion wrapper class) and making sure that the flexipage won't give more errors due to the related record detail component.

[jrattanpal]

Feature logged at https://github.com/SalesforceLabs/survey-force/issues/123