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Workflow to update EX Directory?

  • November 13, 2024
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JoycaV
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Hi,

I would like to build a workflow,

so that after an employee replied to a survey,

a field on their employee data in the Employee Directory is updated.

In the workflow builder, I can find (multiple) tasks to update fields in the CX Directory,

but none of them seem to be able to connect to the EX Directory.

Is there any way by which I can achieve this?

 

Thanks,

Joyca

Best answer by vgayraud

Hi,

Maybe using a web service task and the Import Participants API?

https://api.qualtrics.com/fc78c0194ee54-import-participants

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vgayraud
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  • November 13, 2024

Hi,

Maybe using a web service task and the Import Participants API?

https://api.qualtrics.com/fc78c0194ee54-import-participants


JoycaV
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  • November 13, 2024

Thanks Vincent! 

I had looked in the API guide, but somehow I overlooked the EX category🤦🏻Thanks for pointing me to it! 


JoycaV
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  • November 19, 2024

@vgayraud , I am testing this out,

It works fine if I call the API with hardcoded values.

But when I try to add it into my Workflow, and fill up the required fields in the API call with variables,

I can find the variables for First Name, Last Name, and Email,

but I can’t find the Employee Unique Identifier.

Do you perhaps know if/how to pipe in the Employee’s Unique Identifier?


vgayraud
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  • November 20, 2024

Hi ​@JoycaV ,

I’m not the most familiar with EX, but it indeed seems to be incredibly difficult to retrieve the uniqueId and participantId…

The only place I found it accessible is by setting up a scheduled daily “Extract responses from survey” workflow. The ED field “Participant’s Unique Identifier” is in the list of downloadable fields.

From there, I assume you could load the responses into an IDP (https://www.qualtrics.com/support/survey-platform/actions-page/etl-workflows/data-loader-tasks/load-into-a-data-project-task/) and have a 2nd workflow in the IDP triggered by a “Data Set Record” event (https://www.qualtrics.com/support/survey-platform/actions-page/events/dataset-record-events/).

You could then use the “Get Participant” https://api.qualtrics.com/9f1dc7785bd26-get-participants-post with the uniqueIdentifier piped in the body to retrieve the participantId.

And finally call the “Import Participant” API with the participantId.

 

I haven’t tested any of this, but I think it might work. As I said, I’m not very familiar with the EX Directory and projects and there might be an easier way to achieve this.

Good luck! :)

 


JoycaV
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  • November 21, 2024

💡

After checking your answer ​@vgayraud, and asking the Qualtrics Support assistant bot, and about to contact the human support team,

I decided to try if I could just “guess” the field name by just typing it.

I tried ${e://Field/UniqueID}, ${e://Field/UniqueIdentifier} and ${e://Field/Unique_Identifier},

and guess what,

${e://Field/UniqueIdentifier} worked 😝

So even though it’s nowhere in the dropdown lists to select as piped text, it does exist and that’s the code 😁


vgayraud
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  • November 21, 2024

Great find! 😄


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