Dynamic lookup based on response to a survey question | XM Community
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Hello,

I am hoping to find a way to do a lookup to a table based on the response to a question.

For example:

The current survey begins with a question that asks whether someone has the required credentials to logon via Shibboleth.

  • If YES, the survey has the person logon via Shibboleth, then moves to the survey questions.
  • If NO, the survey has the person answer a question that requires identifying information, then moves to the survey questions.

Instead, if NO I would like to use the identifying information collected by the survey question and do a search in our data file to determine if someone does have credentials for Shibboleth.

  • If the person does not have credentials, then move forward with survey questions.
  • If the person does have the credentials, respond back with the username etc and bring them to the Shibboleth screen to logon.

Is this doable? Any assistance would be very appreciated!

 

Thank you

 

 

hi @CLM 

 

It sounds like you need to use an authenticators in the survey flow referring to a contact list.  If it’s not found in the contact list then the next step would be to use an API call using the webservice task to ping your (azure / AWS?) systems and return the relevant information.  We done something similar, eg. our respondent provides some information, we ping our API service and it comes back with a true or false as to whether the information matches.

 

Note: Authenticators are difficult to use if this is an automated survey which has transaction fields mapped to it (instead of embedded fields) but there are ways round it but if this survey is from an anonymous link then no worries!

 

You may also be interested in that Qualtrics have just brought out a Lookup task that will work of a supplemental table.

 

Hope that helps a little

 

Rod Pestell

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