Survey flow logic based on Date | XM Community
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Hi Qualtrics community,
I have an on-going project in the EX Engagement Survey platform that I would like to set the survey link to expire after a certain period of time, so that people cannot take the survey after a certain amount of time since they have received the invite (I couldn't just close the project because we are sending out invite in bathes, and it could take a few months for the entire company to finish data collection).
I am only trying to do this after learning that there isn't a default survey link expiration time in the EX platform (correct me if I am wrong here, I learned this from Qualtrics Support).
After some digging, I couldn't find a way to set the link to expire, so I thought I could set something up in the survey flow so that if people attempt to take the survey after certain days have passed, it automatically take them to the end of the survey. I added a "Send Date" metadata to all the participants, and told the survey to capture the date (minus 20 days) when the participant opened the survey. Then I tried to set the logic to be if the "Send Date" is greater than or equal to the captured date-20, then they are recent enough invitees and they can take the survey. Otherwise (less than the captured date-20), they have waited too long. Shown below (this is a test project just to test the concept):
image.png
However, I could not get this logic to work. I thought it may be a formatting issue with the date, but I have tested multiple different formats, and nothing worked.
Would my method work? What did I do wrong? Or better, is there another way to achieve what I am trying to do?
Thanks for your help!

You can write a simple JS in the first question to calculate 15 days from current date and save it in an embedded field.
Once the value is saved as an ED field, you can then use the branch if logic to check if the new ED field value matches the date then end of survey logic should kick in.

dagongran ,
You can pipe your date as a number so you can use greater than or equal:
${date://OtherDate/Y/-20 day}${date://OtherDate/m/-20 day}${date://OtherDate/d/-20 day}

Aanurag_QC I am not familiar with JS, so I tried to use the default insert option provided by Qualtrics. However that doesn't seem to work the "greater than" or "less than" logic...

TomG thanks tom. What format would i need to use when i pre-enter the embeded "send date" for my participant so it is compatible with the piped in date?

https://community.qualtrics.com/XMcommunity/discussion/comment/44557#Comment_44557YYYYMMDD (e.g., 20220314).
BTW, the right side of your branch logic needs to be piped (i.e., ${e://Field/Cutoff}).

https://community.qualtrics.com/XMcommunity/discussion/comment/44559#Comment_44559That seemed to have solved it! Thank you!

https://community.qualtrics.com/XMcommunity/discussion/comment/44559#Comment_44559Actually I tested this method a few more times after, and it didn't work. Everyone got sent to the end of the survey regardless. I don't know how it passed the first time I tried it

TomG hi TomG, actually after a few extra tests, this method didn't seem to work. All participants gets sent to the end of survey regardless what "Send Date" they have.

  1. https://community.qualtrics.com/XMcommunity/discussion/comment/44565#Comment_44565Add a text/graphic question and pipe "Send Date" and "Cutoff" into it so you can see what you are comparing.

  2. Post an updated image of your survey flow.

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