Thanks for your input Kate - with this little nugget, I was able to get something working! I appreciate your help.
Thanks Kate! I am able to report properly without adding the Case Owner field on the Survey Response object. But like you, management was not wild about the idea of giving access to reps to edit their data or see other rep's responses. Looks like we will be out of luck there. To follow up with the email triggers. I had not thought of doing that in Q. What we want is to trigger an email to the manager (1 of 4) when their rep gets a low rating. I did some testing this morning and I am not able to trigger based on ownerid. So even though I can see in the invite that ownerid = 18-digit sf id, when I add that to the criteria, it ignores it. I assumed I would have to create a trigger for each manager and list the ids of their folks, separated by commas. But that did not seem to work. Do you separate your emails this way (and if so, how), or do you send to a group? Thanks for your input! !
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