Adding participants to a lifecycle project from a workflow | XM Community
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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:

  1. HR Manager enters an Employee ID # via Microsoft form or Qualtrics survey notifying of employee intent to term 
  2. 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)
  3. 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.

 

All corrected.  Still same result (Did Not Match Existing Employee)

 

Make sure your branching logic under the webservice also uses the same updated embedded data field name (participants.0.userId).

Yes!!  Just corrected that and that worked.  Now troubleshooting the workflow.  :)

 

You are a blessing!  Thank you very much for your help!  Problem solved!!

 

You are a blessing!  Thank you very much for your help!  Problem solved!!

 

That’s wonderful to hear, you are very welcome!

 

You are a blessing!  Thank you very much for your help!  Problem solved!!

 

That’s wonderful to hear, you are very welcome!

 

While this does pull in the participant into the survey, I’ve found it did not bring in the employee metadata.  Any ideas on that?

 

While this does pull in the participant into the survey, I’ve found it 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-participants

This would require updating your workflow to the following configuration:

 

 

Just make sure to update the Project ID in the URL.

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