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Xflow

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

247 Topics
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247 Topics

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.

806

10 days ago

JR33QPN Level 2 ●●

asked in Xflow

How get the result of a workflow task wich failed

Hi there, I built a workflow based on multiple Qualtrics webservice calls. Sometimes, the number of calls exceed the limits and the webservice task failed. I would like to identify this fail for making a condition after the task. But I’ve got a problem with that : the body result of a succedded task and a failed task are totally differents. Look at this 2 exemple : Failed { "name": "This task has been attempted too many times. Wait a few minutes and try again.", "message": "{\"meta\":{\"requestId\":\"f64cc522-4cba-4252-9383-5bc5bba7f870\",\"httpStatus\":\"429 - Too many requests\",\"error\":{\"errorCode\":\"RL_1.0\",\"errorMessage\":\"Too many requests, please reduce your load on the server.\"}}}", "needRetry": true} Succeedded { "Status Code": 200, "Headers": "{\"request-time\":\"460\",\"x-frame-options\":\"DENY\",\"x-xss-protection\":\"1; mode=block\",\"x-permitted-cross-domain-policies\":\"master-only\",\"referrer-policy\":\"strict-origin-when-cross-origin\",\"x-content-type-options

1511

14 days ago

boboseinLevel 1 ●

asked in Xflow

is there an embedded data appraoch to triggering emails?

I want to send participants three follow-up emails. Follow-up emails are based on a data entered by participants within an on boarding survey via a form field with a validated date entry (e.g., what date is your procedure? mm/dd/yyyy). I have captured this in survey flow as embedded data (e.g., procedure_date = answer) as I want to use this to set-up a workflow and send an automate e-mail to participants, but I'm hitting a snag. \ I was thinking I could immediately pass that variable into a new embedded variable (e.g., follow_up_1_day) doing something like this ${date://OtherDate procedure_date +1D}, but it’s not working. When I export the data the follow_up_1_day field is blank. I’ve also tried formatting it first (e.g., ${date://OtherDate q://QID361/ChoiceTextEntryValue/4 MDY}) I’ve also tried doing something like this within js. Any help is appreciated!

142

1 month ago

deveer2024Level 2 ●●

asked in Xflow

How to stop the next task of a flow - not with conditions... as I need else

Is there a secret code :) to put in a code task that will end the workflow if a specific criteria is or isn’t met? something like endWorkflow: true or false and it will actually not continue to the next tasks in the workflow? thanks @TomG @Nam Nguyen

263

1 month ago

Yogaraja.Sivasundaram

asked in Xflow

Load current date into contact list

I’m trying to load the current date into Contact list in Workflow. But no luck. Using Basic Transformation Task in Workflow, I’m able to create a new field, but the date is not coming. Error: ${date:/… itself is added instead of its value. Using Code task in workflow, I’m unable to load current the date into Contact List Error Message: ReferenceError: Qualtrics is not defined

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 multiple" op

Trigger survey based on date provided by participant

Hi there,I'm conducting a longitudinal survey where a participant will complete questionnaires at 5 timepoints. I've linked all the surveys together with embedded data.When the participant completes the first survey, their contact details and relevant embedded data are populated into XM Directory. Normally I would then create a workflow to schedule the next survey to be distributed to the respondent x days later, however this won't quite work for what I want to do.Participants are sent a link by their GP practice to take part in the survey - this is approximately one week before they are due to have an appointment with their doctor. As part of this survey, they're asked to provide the date of their upcoming GP appointment (this is done as a text response/content validation question and entered as dd/mm/yyyy).I need for the second survey to be distributed 7 days after the date respondents give in the survey. I've set that response to be an embedded data field within the contact list in

3764

3 months ago

bgooldfedLevel 4 ●●●●

asked in Xflow

SMS invite links different to Email invite links?

Hi everyone,My organisation has just launched a large survey and we're attempting to maximise our response rate by using both Email and SMS distributions. This has been easy enough, but I've noticed that the survey link generated in the email distributions are different to those in the SMS. Consequently, users receive two separate surveys.In itself this isn't a huge deal, but it will be a problem when we send out reminders to unfinished respondents. Users that will have completed the email survey will still receive a reminder via SMS, and vice versa for SMS completions.Does anybody have a solution so that one single survey link can be sent/tracked, and we can still send reminders to unfinished respondents? I am trying to avoid manually creating updated distributions through checking who has responded.Current solutions I have considered: Adding a personal survey link as embedded data and using that in email/SMS messages (I don't believe this will let us use reminders, as this is no long

Randomized groups w embedded data - 1 out of 4 times Block is not displayed

Hello everyone, I am writing my master thesis and the survey is the basis for all the test. I hope you can help me. Explanation I have created a survey with 5 randomized groups: Germany_NC Germany_EA Spain_ NC Spain_ EA CG The logic goes like this: If the participant is German and it gets randomly the “Germany_ NC” group, then the participant gets assigned the Question Block “Information provision_Nature Connection_Germany”. The same goes for the others: German Participant + “Germany_EA” group = “Information provision _Eco-Anxiety_Germany” Block. Spanish Participant + “Spain_ NC” group = “Information provision_Nature Connection_Spain” Block. Spanish Participant + “Spain_ EA” group = “Information provision _Eco-Anxiety_Spain” Block. “CG” group = “Information Provision_Control Group” Block. (In this one it does not matter which nationality the participant is, since the content of the block is the same for both nationalities.) I have made trials to check if it works. I have made the surve

Randomising gender and scenarios

Hi, I’m trying to create my survey but I’m running into difficulties as it’s a little complicated. There are 6 scenarios but two versions, version one with a male protagonist and version two with a female protagonist, altogether 12 scenarios, but participants will only be shown one version. I want to randomise the order the scenarios are presented to different participants so there is no order effect. The survey must also be randomised by gender, specifically male or female. Example participant is male they will then be randomised into version one (male protagonist) or two (female protagonist) and the order in which the scenarios are randomised.

Linking 3 surveys to send at different dates

Hi I am trying to set up a series of questionnaires for my longitudinal study. The first is live and currently collecting sign-ups for the study. Within this questionnaire respondents are providing a date that I need to use to trigger the dispatch the research study questionnaires (the first questionnaire needs to go out 3 weeks before the date given by respondents, the second questionnaire 4 weeks after the date given and the third questionnaire 4 months after the date given (or 3 months after the response to the second one). I had hoped to do this using a workflow but it seems those can only trigger immediately on set up or a set time based on the response to the questionnaire (which doesn’t work as the date given by respondents is not linked to when they respond to the sign up). I need to be able to follow all these respondents through the questionnaire journey. Any help gratefully received.

Specific Date Email Trigger for Survey

Hi.Users select a date to attend an event using a survey question - so we know the dates on offer.How do I send reminders about the upcoming events, based on date selections? (ie. send a reminder on the 2nd, if the user selected the 3rd).I know how to do email EVENT triggers, but these are dependent on when the survey was completed, not on a date selected in a question. SCHEDULING an email is also not fit-for-purpose as I only want to send a one-off reminder, not daily or weekly, etc. and it doesn't allow conditions (eg. only schedule this email for the 2nd if the user selected the 3rd).Thanks,Linda

6366

4 months ago

jake_dufinetzQPN Level 2 ●●

asked in Xflow

Basic Transform Task: Regular Expression to Remove Emoji from Open Text Entry Verbatim

I am working with the basic transform task in a workflow to export survey responses daily. We are using the basic transform tasks Replace function to strip out any emoji from the response and replace with an asterisk *. The replace functionality has a Regular Expression option to find text via regex. I currently have the following expression in my Replace Value transformation. ([\x{2700}-\x{27BF}]|[\x{E000}-\x{F8FF}]|\x{D83C}[\x{DC00}-\x{DFFF}]|\x{D83D}[\x{DC00}-\x{DFFF}]|[\x{2011}-\x{2017}]|[\x{201A}-\x{201B}]|[\x{201E}-\x{26FF}]|\x{D83E}[\x{DD10}-\x{DDFF}]) Most emoji are getting successfully masked, but there are some that are not getting masked. See the emoji below. 💥,👍,🤬,👍,🥰,🥳,🤕 I used Regex101.com to confirm, and it looks like these emoji should be matching the regex we have right now. Anyone dealt with a similar issue or know of a better regex to use for identifying all emoji?

Salesforce App Qualtrics integration issue

Hi everyone, I am facing an issue with the Salesforce Qualtrics integration. Use case: Customer data will be sent to Qualtrics from Salesforce through Salesforce Outbound workflow. Once the response is recorded, the data will be sent back to Salesforce - Response mapping workflow. We would also want to visualize the Qualtrics dashboard in Salesforce- using Salesforce App feature. Issue: As I installed the App in Salesforce to connect Qualtrics, the existing workflow for Outbound message suddenly crashed and now it says that it is unable to connect to the account. We tried troubleshooting the issue, reverting the permissions back to the original ones, still the issue persist. Has anyone come across this issue while enabling the Salesforce App.

1302

4 months ago

Nam NguyenQPN Level 8 ●●●●●●●●

asked in Xflow

Email task that CC multiple emails

Hi Community, I am planning to use Workflow for create custom alert for our team via email task. There’s only 1 receiver that take charge of the case and the others from different department will support it if necessary. They should be kept in a compact email loop to keep track of things. The ideal email should be sent to 1 main receiver and CC to multiple supporters. However, the email task only allows 1 CC email address. We already try to create an email group, but the protocol only let group to be internally. How can I bypass this or create a work around? Any idea would be appreciated.

Qualtrics custom end of survey message not showing

Hi there, I have tried everything to display my custom end of survey messages, however, only the default message keeps showing. I know that this was a topic here before and I tried everything that was recommended. Here you can see my survey flow (I think the second “Then branch” is superflous, I just tried if it makes a difference): We want to run the study with Profilic and without different customized endings it won’t work. So I’m really getting desperate. Has anyone an idea what the problem could be? In the survey directly, I also added one of the customized messages, but it did not make a difference: The language is set to US English everywhere. (However, the license is for a Germany university.) I’m thankful for every advice! Best, Kristina

Locked out of account

I’m a qualtrics admin and one of my users have been logged out of an account, I’ve raised with support team but haven’t been able to get a response, any help?

Move to Blocks after TOC

TL, DR: Need to use TOC function for respondent convenience, but also need blocks after and outside of TOC. How can respondents move on from TOC blocks to other blocks without completing all TOC blocks? Hello. I have a survey that requires embedded data which is limiting the TOC features I can use. So, here’s the big picture: The survey asks different questions for each of 24 different services a respondent might offer. For each service I have an input block where they enter data like how many people served, how much money invested, etc. Then I have an embedded data block calculating variables from that input data (e.g., cost per person, percent of people who reported improvement). We then have an outcomes block where the calculated values are displayed and the individual can indicate it matches their calculations or not. We added the embedded data block to enable us to use the round command in what respondents see, so I would live to avoid pushing all the inputs and calculated outcome

Response in Survey 1 determines questions in surveys 2-6

Hi all! I am creating a longitudinal study that spans 7 days. The day 1 survey will ask some demographics questions, and based on a participants responses to these questions, I would like the following surveys to display specific questions. For example, in survey 1 if a participant states that they have 2 siblings, in surveys 2-6 they should be showed questions about having 2 siblings; if they stated they have 3 siblings, they should be shown questions about having 3 siblings. Thus, I would like to create survey flow/logic based on answers from previous surveys. Any and all help would be greatly appreciated! Thank you!

Setting up email delivery of surveys

I am trying to set up a qualtrics survey as a way of sending referrals across department committees. In the survey, a committee name would be selected. I would then like the committee chair to receive the survey form that was completed/submitted. Does anybody know how to set this up? Thank you Tricia M.

Final summary PDF is showing original embedded response option and not updated response option

Hi, I am having trouble where the final summary PDF that a respondent can download after completing the survey, is not showing the new responses to questions that were embedded with data from a previous year’s survey. Here is what I’ve done to set up the embedded data. I have a contact list with embedded data which I use to pre-populate multiple choice questions from a previous year’s survey to this year’s survey. In the survey flow, I’ve added a block at the beginning (before the survey questions block) to set embedded data by using the “add from contacts” option. For select single-select multiple choice questions in my survey, I want to embed a respondent’s answer from the previous year’s survey but if they want to make changes to their answer this year, I want to overwrite last year’s response and save the new response. I’ve been trying to figure this out through this site and have tried this: I go into edit question JavaScript and I put in this code: This seems to work, except if t

Zendesk Ticket Update with Survey Lauch

We're not getting much insight from support into solving our Zendesk use case problem other than "its Zendesk problem" but I have a hard time believing that what we're doing is an edge case. We are using the workflow template but the final task isn't letting us update a ticket if we are not updating fields that are required on the ticket itself. The fields that cause the error are fields are required to close, therefore are populated before our distribution trigger kicks-off. They are also dropdowns in Zendesk but the task doesn’t let us just pipe the selection that came in with the task back to the case to update the field we want to. We’re just trying to add a tag that a survey was sent so we don’t erroneously send surveys if the ticket is reopened or updated in Zendesk after the survey is distributed. Has anyone else seen this or found ways to accomplish this with the Zendesk extension. I suspect we’ll have the same issue when we try to send the satisfaction score back to the case a

430

7 months ago

MsIreenLevel 5 ●●●●●

asked in Xflow

"(migrated)" in the end of SF accounts connected to Qualtrics

Just noticed that when doing Salesforce integration via the new Workflow setup, in the list of the integrated SF accounts all of them (sandbox and production ones) have “(migrated)” in the end. What does it mean?

200

7 months ago

MsIreenLevel 5 ●●●●●

asked in Xflow

Text formatting in Salesforce workflow

Hi, We are automatically creating a task and assigning it to a person in SF based on certain criteria. We would like to created a nice looking text with paragraphs in the SF Task Description field. However, it seems like the Qualtrics Workflow only allows text as a line without breaks etc. Anyone knows how to get around it?

Set survey duration as condition in workflow

Hi there! I’m creating a workflow where survey respondents will be sent an email after finishing the survey. I want to send the email to those satisfy a condition of survey duration (e.g., >600 seconds), in addition to a series of validation questions. However, in Qualtrics workflow, there does not seem to be field about duration, unlike in the survey dataset. Can anyone here provide suggestions on how to deal with this? Thanks in advance.

472

7 months ago

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