How to save workflow for use across multiple survey projects? | XM Community
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Hello all,

Is it possible to have a standardized method for mapping response data to Salesforce using a Qualtrics workflow, that can work across multiple survey projects, without the need for the user to create the workflow from scratch per project?

The team I’m in needs to create new, but templated, survey projects regularly for small distribution lists (5-20 people) which are active only for a few months at a time. We have some surveys saved to our library to be used as templates for this purpose.

For each of these survey projects, setup is fairly quick. Most people in my team are unfamiliar with workflows, and Salesforce fields.

I was originally hoping that I could just save some survey projects with existing workflows to the library to be reused, but it seems that library surveys can’t contain workflows.

Is there any way to have an already-set-up workflow that can be used quickly across different projects in this way? Can I save a workflow as a template, for instance?

Thanks very much in advance,

M

 

 

@MartinKingOUP You can set up the saleforce workflow trigger from a JSON endpoint instead of a survey response. Then in the survey set up API that send data to that endpoint.
So when your team copy the survey to make their own, all the surveys you have will trigger the same saleforce workflow without complex set-up.
Hope this helps

@MartinKingOUP You can set up the saleforce workflow trigger from a JSON endpoint instead of a survey response. Then in the survey set up API that send data to that endpoint.
So when your team copy the survey to make their own, all the surveys you have will trigger the same saleforce workflow without complex set-up.
Hope this helps

Thanks @dxconnamnguyen this looks like it could very helpful. It looks like this will rely on creating a workflow for each new survey project in order to set up the API call to the central endpoint, which is non-ideal, but a bit better.

Still holding out for the possibility that there is any way to save a workflow for easy reuse. If anyone knows of any functionality that allows for this, that would be great.

P.S. Maybe the only way to do this is to copy existing survey projects (containing the workflow needed) from the Projects section…?

Thanks @dxconnamnguyen this looks like it could very helpful. It looks like this will rely on creating a workflow for each new survey project in order to set up the API call to the central endpoint, which is non-ideal, but a bit better.

Still holding out for the possibility that there is any way to save a workflow for easy reuse. If anyone knows of any functionality that allows for this, that would be great.

P.S. Maybe the only way to do this is to copy existing survey projects (containing the workflow needed) from the Projects section…?

No, sorry for not being clear. You can use the webservice in surveyflow. When you copy the project, it will go with it and will send data from the newsurvey project to the exact same old JSON endpoint.
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/advanced-elements/web-service/

Thanks @dxconnamnguyen this looks like it could very helpful. It looks like this will rely on creating a workflow for each new survey project in order to set up the API call to the central endpoint, which is non-ideal, but a bit better.

Still holding out for the possibility that there is any way to save a workflow for easy reuse. If anyone knows of any functionality that allows for this, that would be great.

P.S. Maybe the only way to do this is to copy existing survey projects (containing the workflow needed) from the Projects section…?

No, sorry for not being clear. You can use the webservice in surveyflow. When you copy the project, it will go with it and will send data from the newsurvey project to the exact same old JSON endpoint.
https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/advanced-elements/web-service/

Oh, fantastic! That sounds like a solution.

I will test and report back. Thank you!

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