I’m fairly new to Qualtrics and hoping maybe someone else has done something similar. Is it possible to add a participant to a lifecycle project via a workflow from another source/ Qualtrics survey/ form? Can someone provide detailed instructions in order to do so?Trying to build a workflow that would work something like the following:HR Manager enters an Employee ID # via Microsoft form or Qualtrics survey notifying of employee intent to term Workflow immediately picks up Employee ID# from the form or survey and matches to Employee Directory (employees are already populated and do not need to be added) Participant is added to Termination survey (survey set up to email the participant as soon as added) in order to capture their feedback before last day of employment.

While this does pull in the participant into the survey, I’vefoundit did not bring in the employee metadata. Any ideas on that?Hi Cheri,If you would like all of their metadata from the directory to be copied over with them into the survey, you can instead use the Copy Participants API in the workflow that’s triggered after the intake form is submitted:api.qualtrics.com/c03ae4b3e935d-copy-participantsThis would require updating your workflow to the following configuration:Request Type: POSTURL:https://yul1.qualtrics.com/API/v3/ex-projects/[INSERT_PROJECT_ID]/copy-participantsHeadersContent-Type = application/jsonaccept =application/json, multipart/form-datax-api-token =[Insert your API token which can be found bygoing to your user settings]Body[ "${q://QID1/ChoiceTextEntryValue}"]Just make sure to update the Project ID in the URL.

Hi @CheriV, I’ve put together a prototype of how this design would look.Create intake form survey project.The survey will ask for the employee ID of the person who should be added as a participant/receive the invite.The survey flow will run the Get All Participants api call to search for the employee ID entered by the user(api.qualtrics.com/9632f75da9159-get-all-participants-post).If a participant is found (which is defined by a user ID being returned from the api call above), then display the name and email of the employee to the user. User can click submit to distribute survey.If a participant is not found, then let them know that the ID did not match an existing employee and they can try to search again.Then to actually import the participant into the exit survey project and distribute an email invite, you can run a workflow off of the survey to run this process.Import Participant and Send Email InviteCreate workflow to run when a survey response is recorded on the intake survey.Set a condition to only run the workflow if a participant was found in the search(which is defined by a user ID being returned from the api call above).Run a WebService task to call the Import Participants api endpoint and insert the participant into the lifecycle project (api.qualtrics.com/0817d51eb695b-import-participants).Run an email task to send a survey link to the participant.

Adding participants to a lifecycle project from a workflow

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