Hi folks,
I've chased this a bunch of different ways and am getting nowhere so any help would be truly appreciated. I have created a Directory and Contact List and added a custom field that I want to use within a survey (embedded data). This field would match up the following:
Field name = COLOR
What is your favorite primary color?
Red
Yellow
Blue
I have also created a Project / Survey that has the EXACT same question.
When a user takes the survey I want it to prepopulate the survey question with the preloaded response from the embedded data showing the question and allowing the user to either change their response or choose a new one.
And then I want to update the embedded data field in the Directory and Contact List with their updated response.
Use embedded data to prepopulate a question and update embedded data with new response
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Then in your survey flow after the question or questions is asked, you can create a variable COLOR2 that will pipe in the selected choice (JS) or pipe in the response to the three questions if you aren't using JavaScript. The result will be "Red", "Yellow" or "Blue" because they will only see one of the three questions. Do not put spaces between the piping or it will make your text value weird.
Lastly, create a Workflow that triggers when a survey is submitted. You will then choose XM Directory add contact info or distribute a survey. On the next screen select Add to XM directory. Fill in the form, connect your contact list then choose Add or Remove embedded data fields. Create a field for COLOR and pipe in the value either COLOR2 or COLOR2JS. That will overwrite their newly selected color from the color that was stored at the start of the survey.
(leave the defaults to Save or update it as embedded data to your XM directory contacts and Update recipient from survey response)