How do I set up a workflow for an embedded feedback survey in our Website/App Feedback project? | XM Community
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How do I set up a workflow for an embedded feedback survey in our Website/App Feedback project?

  • June 29, 2022
  • 2 replies
  • 43 views
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I need to set up a workflow automation for a survey in our Website/App Feedback project. I have set up workflow automations before, but for "normal" surveys and not ones created using the "Embedded feedback survey" function. When I try to set up a new automation the desired survey doesn't show up on the list of available surveys.
Is it possible to set up workflow automation for this type of survey, and if so, how do I go about setting it up?

2 replies

InessaG
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  • InessaG
  • Level 5 ●●●●●
  • June 30, 2022

You should be able to just create a workflow from within the desired survey. There is always a workflow tab on the survey.

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  • Bradley_J
  • Author
  • June 30, 2022

Thanks for the reply! I did not have the workflow tab available, but after digging a bit I realized it was because I had not created the survey myself. I could see and do pretty much everything else with it, but the workflow tab was missing. Once my colleague gave me access the workflow tab showed up.

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