Survey Publishing authorizations / approvals | XM Community
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Hi,

We want to set some restrictions to our Qualtrics users regarding survey publishing.

The ideal situation would be:

  • The users can still edit everything in surveys
  • But they cannot publish their edits

Admin users should still be able to edit and publish.

 

I’ve been trying to achieve this via the “project approval” feature, but that one is not exactly working as I want it to.

I made two rules: Rule #1: Users in the group “approvers” never require approval.

Rule #2: users in the group “regular users” require approval from the group “approvers” on every publish.

The problem is that these rules apply to the “survey owner”. This means the following:

  • if the survey owner is an admin (approver), then anyone with whom a survey is collaborated, can still publish the survey without any approval...
  • if the survey owner is a regular user
    • then this regular user does require approval when publishing → this is perfect
    • however, any other user with whom this survey is collaborated, CANNOT publish. The publish button is greyed out and a warning message appears that they have no authorization to publish and they need to contact the survey owner. This message also appears to Brand admins. While we would need admins to always be able to publish anything! 

 

I’ve also looked at the options that appear while Collaborating a survey, i.e. the “activate” survey option. However disabling the “activate” option on a collaboration, still allows the collaborator to publish…

 

Does anyone have any suggestions to how I could achieve these restrictions?

Thanks,

Joyca

I just found the “survey definition event” in the workflow builder.

It won’t let me build a full approval flow,

but at least a notification flow, so admins can be alerted via email whenever a survey gets published. That’s already something.

But if anyone still has an idea regarding my original requirement, I am very interested!


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