xFlow | XM Community

Xflow

Discuss xFlow (workflow / action) solutions, best practices, & more.

  • 223 Topics
  • 808 Replies

223 Topics

Jutta_Hopp_Kantar
Jutta_Hopp_Kantar
asked in Xflow

Dynamically assign priority of tickets

Hi all, we have a lot of workflows that differ only in the priority. The priority is based on the NPS score. (The priority of dectractors is high, etc..).Is it possible to assign this via an embedded data variable? This would significantly reduce the number of workflows and thus the effort required when changes are necessary.I didn't find anything about this in the support pages or in the community.

5
SantiagoASI
Level 2 ●●
2 days ago
C
Claire20
asked in Xflow

Why is my Survey skipping one of my branches

Hi all! Here is my survey flow:The question the arrowed branch is referring to is directly before it and the participant can reply yes, no, and unsure. In preview, if I click yes it shows the branched block and then continues like normal. However, if I click either no or unsure it completely skips the block I wanted it to show and moves on to the next part (the very bottom block in this image. Why is it skipping it? I haven’t used randomisers so it can’t be that. If I move the yes branch before it, it still works and the no/unsure still skips.  How do I fix this?

2
C
10 days ago
C
claire_q
asked in Xflow

Deleting responses abyssmaly slow

For the past few weeks, whenever I go to clean my data set and delete bad responses, Qualtrics has taken a reallllly long time to process the request. Is there something going on behind the scenes that has caused this sudden slow down?

11
N
1 month ago
T
tlan
asked in Xflow

Send email to participant during the survey with embedded data in the email content?

Hi everyone,I wanted to send an email to the participant during the survey with the following requirements.1) It should be sent when a certain button on a certain page is pressed - I know this can be done by setting a condition in the email trigger.2) In the email content, I would need to include a variable, whose value depends on the progress of the survey. Therefore, I assume it should be an embedded data. I was wondering if this is possible.Thank you in advance for the help!

6
K
Level 1 ●
1 month ago
B
benjaminschenck
asked in Xflow

Saving dates and times as fields for Google Calendar event

Trying to think of the most elegant solution for the following:We would like survey respondents to pick from a pre-specified list of dates/times for an information session. This list of dates and times will change as time goes on (when we reach the month of August, the list will show August and September dates; when we reach the month of September, the list will show September and October dates, etc.). After the person submits, the survey will trigger a google calendar invite using the date and time that they pick in the survey using this: https://www.qualtrics.com/support/survey-platform/actions-page/tasks/google-calendar-task/For example, there would be a question that asks them to pick a date/time: August 6th @ 4:00PMAugust 10th @ 3:00PMAugust 13th @ 2:00PMSeptember 7th @ 10:00AMSeptember 10th @ 2:00PMBased on their response, the workflow will create a google calendar event for that choice. I'm thinking that the the google calendar event will use the piped text from the date/time th

5
B
Level 2 ●●
1 month ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in Xflow

Email Received Event Replacement

I know that Qualtrics is depreciated the Email Received Event this quarter, but are their plans to replace it with an improves solution? We are just building our closed-loop system and I had planed to use this event workflow to allow queries that come in directly through email to be forwarded for ticket creation. 

0
nryalls
Level 2 ●●
1 month ago
C
Carrmadi
asked in Xflow

Choice options based on group

I have a survey for social network analysis that I’m running into issues with how to most efficiently show choice options that need to carry forward to other questions. I have 22 groups of respondents(partners)that will need to identify the other partners in the group they collaborate with. Currently, I have an initial sorting question (which group), which then shows a different block for each group that starts with a list of partners to choose themselves from, then the rest of the network questions carry forward the unselected choices. The issues I’m running into are 1)this is really huge and messy. I have 22 blocks with the same questions, just a different set of partners that are available to choose from 2) it turns out some partners are in multiple groups- so in order to get their full participation they would need to complete the survey twice OR answer the same set of questions twice with different partner options shown which doubles the length of the survey. I’m looking for a way

2
C
1 month ago
F
FALali
asked in Xflow

Skip Logic in Loop and Merge

I am building skip logic in the loop and merge. Consider my question like this: I have 12 treatment options for a specific road, and for each treatment type, the respondents must select a few options from a matrix. I build all treatment options in a loop and merge with the matrix of options outside. If a specific respondent does not use a specific treatment on the road, he should skip that and move to the subsequent treatment in the loop and merge. How should I arrange this?

0
F
2 months ago
J
josiwax2020
asked in Xflow

How to randomize equally for multiple segments?

Hello!  I am writing a survey where I’ll have 4 segments by device type and will create a variable to categorize them.  There will be 25 per segment.   I also need to show two different question sets to half of all respondents.  I’d like each device type segment to be equally divided (can be off one since it’s an odd number) so that I don’t end up with the entire sample being equally divided while the different device types are not.  I know how to create the variables for the device types and I know how to randomize blocks, but not sure how I can assure each segment is equally divided 50/50 between the question sets.  Appreciate any thoughts! Thanks! 

0
J
2 months ago
H
helnour
posted in Xflow

Can we dynamically assign tickets from a workflow?

Hello,We've created a follow-up workflow in our survey.Current workflow layout:We are struggling to dynamically assign the individual advisor as the ticket owner. Currently, it is being assigned to the whole team. Note: we don't want to put a whole team and we don't want to put one user, we want the owner to be dynamically assigned to the advisor attached to the student.Current ticket layout:Also, the email task we set up is not working to send out emails.Current email layout:Appreciate your help!

4
UXDana
Level 1 ●
2 months ago
F
Filippi
asked in Xflow

How to send a persona link for a survey

Please I need to send personal links to participant to a survey.Let me know how to do.

1
Sachin Nandikol
QPN Level 5 ●●●●●
2 months ago
nryalls
Level 2 ●●
nryallsLevel 2 ●●
asked in Xflow

Auto Responses with Ticketing

We are setting up our closed-loop feedback system. One of the feedback channels will be a contact us form on our website where we get a lot of question that we can easily answer with a templated response. This includes queries about our hours of operation, employment opportunities, etc. I was wondering if there was a way to create a ticket, send an email from a template to the customer, and then close the ticket through the workflow. I know I can do each step separately, but I would like to have the email as part of the ticket’s email history. Is this even an option? 

2
nryalls
Level 2 ●●
3 months ago
mpossob
Level 2 ●●
mpossobLevel 2 ●●
asked in Xflow

New NPS after a ticket update

Hi, I want to know if you can update a field in a survey for example NPS, after a ticket creation and update.For example, my customer answer the survey and register a 4 for NPS, after that I created a workflow that create a ticket, and when the ticket is updated the person rate NPS again, now with a 7, do you know i can update that 7 in the sruvey Thank you in advance

1
A
Level 7 ●●●●●●●
3 months ago
T
Level 1 ●
TeddyGLevel 1 ●
asked in Xflow

Looking to publish a survey from a Salesforce Workflow. Is there a way to do this?

We would like to have an Outbound message from Salesforce trigger a Qualtrics workflow that will publish a survey. I can’t seem to find a task in Qualtrics that will let me do that. Is it possible, or would I have to use API?

2
T
Level 1 ●
3 months ago
K
Kamal
posted in Xflow

Need to know about Qualtrics workflow

Hi Team, I am new to Qualtrics and wanted to know Qualtrics workflow functionality.Actually I want to share all the data which is present in my data & analysis tab to one email address after specific time lets say after 4 months I need to share that data.  After 4 months workflow will run and share the raw data over the email address.Is it possible in Qualtrics ? Thanks 

3
Sachin Nandikol
QPN Level 5 ●●●●●
3 months ago
L
lschneck
asked in Xflow

How to export new responses to data hub automatically?

I’m trying to use workflows to have each new response of a survey be created as a JSON object and use the WebService request to send it to an open source data hub. I want to create an object of the entire survey response rather than create key-value pairs for each question, and the ETL method doesn’t seem to have the data destination that I’m looking for. Also trying to avoid using the SFTP server. I’m essentially trying to export each new survey response to a data hub automatically.

2
R
Level 1 ●
3 months ago
Sachin Nandikol
QPN Level 5 ●●●●●
Sachin NandikolQPN Level 5 ●●●●●
asked in Xflow

Reminder in Whatsapp distribution

Hi All,We are currently distributing surveys through email and WhatsApp. While sending reminders via email is feasible through the Qualtrics platform, we encounter a challenge with WhatsApp distributions handled by external vendors. Since we have limited information stored in Qualtrics to trigger reminders for WhatsApp distributions, we're seeking suggestions from the community.Any insights or recommendations you can provide would be greatly appreciated.Thanks in advance.

0
Sachin Nandikol
QPN Level 5 ●●●●●
4 months ago
E
ederosia
asked in Xflow

A workaround for the disappearing "edit multiple"?

When editing a multiple choice question, the "edit multiple" is much faster to use than editing each option individually. In addition to being faster, the "edit multiple" allows me to edit things in a text editor, and it allows me to copy and paste easily from other sources. "Edit multiple" is pro-level. Unfortunately, Qualtrics takes "edit multiple" away if you've collected any responses for the questionnaire. Inexplicably, Qualtrics doesn't turn it back on even if you *copy* that survey into a new survey with 0 responses. They know about this behavior ("Attention: The Edit Multiple feature is disabled as soon as you collect data on your survey. This is to prevent invalidation of your data. If you copy a survey where this feature has been disabled, the copy will also not contain the Edit Multiple feature." Source: https://www.qualtrics.com/support/survey-platform/survey-module/editing-questions/formatting-questions/) I'm looking for a workaround for the disappearing "edit mu

11
D
4 months ago
M
MariaSp
asked in Xflow

How to create a randomly generated ID for survey

Hello! I am new to Qualtrics and find some things very confusing. I have created two different Qualtrics surveys and I have used embedded data to create a randomly-generated ID for each participant in the first survey. Participants then need to use that code for second survey, however, I don’t understand how to go about this in a way that works. I tried using workflow to import the ID information to the second survey but it doesn’t seem to work. Thanks very much in advance! 

3
C
Level 3 ●●●
4 months ago
SantiagoGomez97
QPN Level 2 ●●
SantiagoGomez97QPN Level 2 ●●
asked in Xflow

Response Report Link expiration

Hello Community, We want to send the SingleResponseReportLink but its default expiration time is 7 days. Is there a way to have this link with no expiration? Thanks,

9
MsIreen
Level 5 ●●●●●
5 months ago
N
Level 2 ●●
NiranjanaLevel 2 ●●
asked in Xflow

Evenly present the elements under randomizer

I have 4 treatments. In the survey flow I have assigned, randomly present one of the following - evenly present.But when I checked the 10 responses, the ratio is 5:2:2:1. Why did this happen?Is it like that after a certain number of responses only it will get balanced?will previews also effect this count?

2
N
Level 2 ●●
5 months ago
L
lrdinnat
asked in Xflow

Branch based off which score is higher

I am working on a survey where I have 2 blocks that receive scores. I then want respondents to be branched based on which score is higher. Do I have to input a number or can I use a branch to compare 2 embedded data? Ex. Challenge demand score > Hindrance demand score, so respondents would get specific questions based on challenges. Ex 2. Hindrance demand score  > Challenge demand score, so respondents get specific hindrance demand questions.  Any help would be so appreciated! 

2
L
6 months ago
T
TeachMeQualtrics
asked in Xflow

Creating a Survey with 3+ different individual approvals?

Hello fantastic Qualtrics community! I have another question due to my limited code understanding I am trying to build a survey that is completed by one person, and then follows a workflow and routes to other individuals, each who sign a signature field before the form moves to the next location. https://www.qualtrics.com/community/discussion/1812/2-part-survey-that-needs-to-be-completed-by-different-people This question was asked and the answer I am trying to build "create 2 blocks in survey one for employee and one for HR, and for employee append your link with say employee=1 like link?employee=1 For hr use link like retake link?hr=1. Put these 2 blocks in branch logic's with employee=1 and hr=1" I have made many surveys that just route to one person using the ?Q_R= method. Taking the retake link and adding wvu.qualtrics.com/jfe/form/SV_7apytcoqfpYw6i1?Q_R=${e://Field/ResponseID}&Q_R_DEL=1link?SBA=1 does not seem to be working. I also tried to do it with actions and triggers a

8
M
6 months ago
MsIreen
Level 5 ●●●●●
MsIreenLevel 5 ●●●●●
asked in Xflow

Sending notification when a survey has been sent

Hi all,We have som transactional surveys happening based on SF integration (e.g. Case closed in SF, survey is sent), and we would like to start sending notifications to the internal team when the survey has been sent. Due to the directory settings, we do not send surveys to the same people within a certain time frame. So if there are multiple time when condition is met the Workflow is triggered each time, but the survey is sent only once.Email task functionality in the workflow was my initial thought, but then it sends emails to the team every time the workflow is triggered, even if the survey sending was blocked by the directory settings.What kind of notification can we use/configure to ensure that it is only sent to the team when the actual survey is sent out? Thanks in advance!

0
MsIreen
Level 5 ●●●●●
7 months ago
ElieD
QPN Level 4 ●●●●
ElieDQPN Level 4 ●●●●
posted in Xflow

Workflow task : Load XM Directory Contact Detail

Hi Community,I'm trying to find is a contact exists in my XM directory based on an email provided by a respondant in an anonymous survey.The "Load XM Directory Contact Detail" task seems to be the one to implement but it requires a contactID witch is like "CID_09ceIzM6caOZPTw"No chance to get this ID in a survey without piping it in from Directory (and in this case, the task is useless !Does anyone have any experience with this task or any idea to resolve my issue ?Here is an example of the task configuration window :Thanks,Élie D

7
K_Watts
7 months ago

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