Multi-user Onboarding Form Issue | XM Community
Skip to main content

Hi Community,
To streamline new staff on-boarding, I'm creating a survey with multiple users:

  • Dept 1 - inputs new hire details

  • Dept 2 - inputs the PHONE number

  • Dept 3 - inputs the ROOM number

  • Once all form fields are filled in, the new hire details need to be sent to three different persons to update their systems.

I'm having two issues: (1) Even though I have an end of survey, the form refreshes for approver 1&2 and doesn't end; (2) system is not sending out the final email. My setup is:
1. Project workflow sends an email with the retake link to 'dept 2' and 'dept 3' for each to fill out their form field per the example (EACH RECEIVES their respective email):
email1.png2. When approver 1 or 2 updates their form field and hit submit, the page just refreshes showing the showing the respective (phone/room) update instead of ending:
embed1.pngembed2.png3. I need to send the new hire details to 3 other persons to update their system BUT No final emails are being sent per my 2nd workflow:
email2.pngAny help or guidance would be greatly appreciated, I have worked on this for over a week and can't figure out what my issue is so I can complete my process.
Thank you,
Rosemarie

RoseL From what I can tell, there are several things going on.
First, it would be wise to send the retake link to only one person at a time. When you send it to two different people, only the first person will be able to successfully use the retake link. Once the first person takes it, a new submission is going to be created and that retake link should be shared with the second person.
In your branch logic, you write that IF "approver=1" THEN "approver" should be set as 1. In order for that branch to take effect, the "Approver" needs to be set from within the retake link using Query Strings. Essentiall the link for Approver 1 would be appended with "?Approver=1" and the link for Approver 2 would be appended with "?Approver=2"


@jmborzick Thank you for your response! Each of the first two emails is appended with the respective approval and I can open each form.
My issue is when I fill in the phone number or room number, the form doesn't end when either approver completes their part of the form, it just refreshes and it is not recognizing the "end of survey" in the branch logic.
Then when both forms are completed, a final email should be emailed. Since I haven't gotten past the "end of survey" I don't know if the final email is sent.


RoseL You are missing the ? before the Q_R. Add that to your retake link and things should work.
If you send the email to both Approver 1 & 2 at the same time though, things are not going to work as intended. You will need to send it to 1 first and then 2.


jmborzick OK, thank you, I will give that a try and hope it works!


jmborzick In the workflow, I split up the emails using conditions so both emails won't send. Email 1 is sent with a retake link:
Feb13-1.pngI can fill out the form 1 with the phone number but the form refreshes and does not end as it should in the survey flow.
I do not receive the 2nd email with the 2nd retake link to fill in the room number even though I set the conditions as follows:
https://cmu.ca1.qualtrics.com/jfe/form/SV_bl6No2bDFHFG3PM?Q_R=${e://Field/ResponseID}&Q_R_DEL=1&Approver=2
Feb13-2.pngDo I need to adjust my survey flow somehow?
embed1.pngembed2.pngThanks, Rosemarie


RoseL, you have some additional characters between the ? and the rest of the string. Append the survey URL with the code listed below and see if it works. Makes sure there aren't any additional spaces or characters between the URL and the code below.

?Q_R= ${e://Field/ResponseID}&Q_R_DEL=1&Approver=1


jmborzick Thank you! I can confirm that there are no spaces and the links work, unfortunately, this does not resolve my issue.


RoseL Could you please share a QSF of the survey with me?


jmborzick Thank you, the file is attached. I appreciate you taking the time to review this, I am at my wits end at this point.
TEST_Staff_Onboarding.qsf


RoseL Because you have only one question on your survey without any display logic, you are able to simplify your survey a great deal. There is no need for query strings nor for any branch logic. All three people (initial, approver 1, and approver 2) will see the same questions but only complete their portions.
After the form is filled out (except the last two questions) Approver 1 will get an email via workflow with the retake link. Approver 1 will click the link, enter the next data piece, and upon submission Approver 2 will get an email with the retake link. At that point, the process ends.
If someone else needs to be notified when the form is complete, you could add an additional workflow that triggers upon form submission with the condition that "Phone Number" is "Not Empty."
Be sure to fix the Retake Link so the first part points to your survey.
delete_me (1).qsf
Survey Flow
image.png
Approver 1 workflow conditions
image.pngApprover 2 workflow conditions
image.png


jmborzick Wow, thank you so much! I can't wait to try this! To my chagrin, I did not know I was able to use the retake as embedded data!
I really appreciate you sticking with me on this project!


Leave a Reply