Need Step by step help on an Application Survey | XM Community
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I am trying to create an application via a survey where a faculty member is entering basic information and applying for something that then needs to be routed to their department chair for approval. Once the chair approves, then the original applicant then needs be sent a link to complete the second part of the application. I need step by step help. Or at least a suggestion on what XM courses to take so that I can understand what to do. 

Hi @Tatl, you can follow these steps

  1. SURVEY SETUP: Organize your survey into 2 blocks, each one for a part of the surveySet up your survey flow like this

  2. APPROVE TICKET:: Create a workflow that start when receive new response with condition set to take = 1st. The task is create a ticket task for your department chair for them to approve the thing

  3. SEND THE EDIT LINK: Create another workflow that start when ticket is close by the department chair ticket event(If you have multiple ticket running, you can add more condition to make sure it only run on the desire one).
    The task is to send the retake link to the respondent (you should include responseId and respondent email in ticket data at step3 for this step). The retake link should have a querrystring of “part2=1” (e.g https://yourdomain.qualtrics.com/jfe/form/SV_surveycode?Q_R=R_ressponseId&part2=1) to open part2 for the respondent to finish the whole survey.

Hope this helps

 

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