Workflows

TL, DR: Need to use TOC function for respondent convenience, but also need blocks after and outside of TOC. How can respondents move on from TOC blocks to other blocks without completing all TOC blocks? Hello. I have a survey that requires embedded data which is limiting the TOC features I can use. So, here’s the big picture: The survey asks different questions for each of 24 different services a respondent might offer. For each service I have an input block where they enter data like how many people served, how much money invested, etc. Then I have an embedded data block calculating variables from that input data (e.g., cost per person, percent of people who reported improvement). We then have an outcomes block where the calculated values are displayed and the individual can indicate it matches their calculations or not. We added the embedded data block to enable us to use the round command in what respondents see, so I would live to avoid pushing all the inputs and calculated outcome

Hi all! I am creating a longitudinal study that spans 7 days. The day 1 survey will ask some demographics questions, and based on a participants responses to these questions, I would like the following surveys to display specific questions.  For example, in survey 1 if a participant states that they have 2 siblings, in surveys 2-6 they should be showed questions about having 2 siblings; if they stated they have 3 siblings, they should be shown questions about having 3 siblings.  Thus, I would like to create survey flow/logic based on answers from previous surveys. Any and all help would be greatly appreciated! Thank you!  

I am trying to set up a qualtrics survey as a way of sending referrals across department committees. In the survey, a committee name would be selected. I would then like the committee chair to receive the survey form that was completed/submitted.Does anybody know how to set this up? Thank youTricia M.

Hi, I am having trouble where the final summary PDF that a respondent can download after completing the survey, is not showing the new responses to questions that were embedded with data from a previous year’s survey. Here is what I’ve done to set up the embedded data.I have a contact list with embedded data which I use to pre-populate multiple choice questions from a previous year’s survey to this year’s survey. In the survey flow, I’ve added a block at the beginning (before the survey questions block) to set embedded data by using the “add from contacts” option.For select single-select multiple choice questions in my survey, I want to embed a respondent’s answer from the previous year’s survey but if they want to make changes to their answer this year, I want to overwrite last year’s response and save the new response. I’ve been trying to figure this out through this site and have tried this:I go into edit question JavaScript and I put in this code: This seems to work, except if the

Hi,We are automatically creating a task and assigning it to a person in SF based on certain criteria. We would like to created a nice looking text with paragraphs in the SF Task Description field. However, it seems like the Qualtrics Workflow only allows text as a line without breaks etc. Anyone knows how to get around it?  

Hi there! I’m creating a workflow where survey respondents will be sent an email after finishing the survey. I want to send the email to those satisfy a condition of survey duration (e.g., >600 seconds), in addition to a series of validation questions. However, in Qualtrics workflow, there does not seem to be field about duration, unlike in the survey dataset. Can anyone here provide suggestions on how to deal with this? Thanks in advance.  

Hello Community, We have the typical Ticketing system based on text analytics, and I’m trying to use the Text iQ Topics identified in the responses as visible information in the Tickets but i couldnt find a way. Is it possible?Another solution could be make Workflows exclusive (idk if this is possible too), because we have 7 workflows, one for each topic but when the response has more than one topic associated we dont want to trigger more than one Ticket. Thanks for any help!

¿How do you use Qualtrics to personalize the customer experience? Any specific case in the banking sector? I would like to apply it to the closed the loop.

I am trying to route tickets based on their contact reason. Specifically, when customers indicate Claims to our claims team, and all other tickets when customers indicate reasons other than claims. I created two workflows, but for some reason they both seem to be running and creating tickets, basically ignoring my logic. Does anyone have any insights? I copied and modified the workflow, adjusting that specific logic. Is my nesting off or something? See pics.

I'm trying to develop an anoymous survey that my respondents may complete anytime between Friday-Thursday. I then want everyone who responded to receive a summary of the responses the next Friday. For instance, the survey would be released on Friday, April 29. Respondents would have until Thursday, April 6 to complete it. Then, on April 7, everyone who completed the survey would receive a summary of their responses. I tried email workflows triggered by their submission, but that only allows me to send the email after a specific time frame has elapsed; that would mean everyone would get their summary at a different time. I tried emails based on a time-based workflow, but that doesn't allow me to pipe in text from the survey responses. Is this possible?

The employee experience in healthcare in 2024 is shaped by several emerging trends and key factors that impact the workforce. Here are some of the notable aspects:1. Focus on Mental Health and Well-beingIncreased Support: Healthcare organizations are placing a greater emphasis on the mental health and well-being of their employees. This includes providing access to mental health resources, stress management programs, and promoting a healthy work-life balance. Burnout Prevention: Initiatives to prevent burnout, such as offering more flexible scheduling, mandatory rest periods, and wellness programs, are becoming standard.2. Technological AdvancementsTelehealth and Remote Work: The adoption of telehealth has expanded opportunities for remote work, especially for administrative and support roles. This flexibility can improve job satisfaction and reduce burnout. AI and Automation: Artificial intelligence and automation are being used to reduce the administrative burden on healthcare worker

Hi All, I’m trying to use this task to setup a scheduled export (which will be sent to a SFTP server).  I need to use this task ('extract response from survey) as I believe it’s the only one that will allow to use a preset response filter.  My problem is that when I go to select the questions, they show up as the question text and not the Question number or label.  This makes it near impossible to ensure you select the correct questions as some of the question text we use is generic (eg. we have a number of questions following a CSAT multiple choice question which states ‘please explain why?’). What is the solution to this?  Is there a way to show the questions (or even QID numbers in this list) so that I can be sure I select the correct questions to export?  Relying on the order is probably not advisable given the window is so small. In my example below the two questions cannot be identified without making sure the question text is unique which realistically we can’t do in the survey

Hey there,I'm trying to work on a feature to save data received from an API request and then store it in a Qualtrics dataset. I want to set up a process where each time I get a response, a new row is added to my Qualtrics dataset project. Any ideas on how I can make this happen?

Hi all! Here is my survey flow:The question the arrowed branch is referring to is directly before it and the participant can reply yes, no, and unsure. In preview, if I click yes it shows the branched block and then continues like normal. However, if I click either no or unsure it completely skips the block I wanted it to show and moves on to the next part (the very bottom block in this image. Why is it skipping it? I haven’t used randomisers so it can’t be that. If I move the yes branch before it, it still works and the no/unsure still skips.  How do I fix this?

For the past few weeks, whenever I go to clean my data set and delete bad responses, Qualtrics has taken a reallllly long time to process the request. Is there something going on behind the scenes that has caused this sudden slow down?

Hi everyone,I wanted to send an email to the participant during the survey with the following requirements.1) It should be sent when a certain button on a certain page is pressed - I know this can be done by setting a condition in the email trigger.2) In the email content, I would need to include a variable, whose value depends on the progress of the survey. Therefore, I assume it should be an embedded data. I was wondering if this is possible.Thank you in advance for the help!

Trying to think of the most elegant solution for the following:We would like survey respondents to pick from a pre-specified list of dates/times for an information session. This list of dates and times will change as time goes on (when we reach the month of August, the list will show August and September dates; when we reach the month of September, the list will show September and October dates, etc.). After the person submits, the survey will trigger a google calendar invite using the date and time that they pick in the survey using this: https://www.qualtrics.com/support/survey-platform/actions-page/tasks/google-calendar-task/For example, there would be a question that asks them to pick a date/time: August 6th @ 4:00PMAugust 10th @ 3:00PMAugust 13th @ 2:00PMSeptember 7th @ 10:00AMSeptember 10th @ 2:00PMBased on their response, the workflow will create a google calendar event for that choice. I'm thinking that the the google calendar event will use the piped text from the date/time th

I know that Qualtrics is depreciated the Email Received Event this quarter, but are their plans to replace it with an improves solution? We are just building our closed-loop system and I had planed to use this event workflow to allow queries that come in directly through email to be forwarded for ticket creation. 

I have a survey for social network analysis that I’m running into issues with how to most efficiently show choice options that need to carry forward to other questions. I have 22 groups of respondents(partners)that will need to identify the other partners in the group they collaborate with. Currently, I have an initial sorting question (which group), which then shows a different block for each group that starts with a list of partners to choose themselves from, then the rest of the network questions carry forward the unselected choices. The issues I’m running into are 1)this is really huge and messy. I have 22 blocks with the same questions, just a different set of partners that are available to choose from 2) it turns out some partners are in multiple groups- so in order to get their full participation they would need to complete the survey twice OR answer the same set of questions twice with different partner options shown which doubles the length of the survey. I’m looking for a way

I am building skip logic in the loop and merge. Consider my question like this: I have 12 treatment options for a specific road, and for each treatment type, the respondents must select a few options from a matrix. I build all treatment options in a loop and merge with the matrix of options outside. If a specific respondent does not use a specific treatment on the road, he should skip that and move to the subsequent treatment in the loop and merge. How should I arrange this?

Hello!  I am writing a survey where I’ll have 4 segments by device type and will create a variable to categorize them.  There will be 25 per segment.   I also need to show two different question sets to half of all respondents.  I’d like each device type segment to be equally divided (can be off one since it’s an odd number) so that I don’t end up with the entire sample being equally divided while the different device types are not.  I know how to create the variables for the device types and I know how to randomize blocks, but not sure how I can assure each segment is equally divided 50/50 between the question sets.  Appreciate any thoughts! Thanks! 

Hello,We've created a follow-up workflow in our survey.Current workflow layout:We are struggling to dynamically assign the individual advisor as the ticket owner. Currently, it is being assigned to the whole team. Note: we don't want to put a whole team and we don't want to put one user, we want the owner to be dynamically assigned to the advisor attached to the student.Current ticket layout:Also, the email task we set up is not working to send out emails.Current email layout:Appreciate your help!

Please I need to send personal links to participant to a survey.Let me know how to do.

We are setting up our closed-loop feedback system. One of the feedback channels will be a contact us form on our website where we get a lot of question that we can easily answer with a templated response. This includes queries about our hours of operation, employment opportunities, etc. I was wondering if there was a way to create a ticket, send an email from a template to the customer, and then close the ticket through the workflow. I know I can do each step separately, but I would like to have the email as part of the ticket’s email history. Is this even an option? 

Hi, I want to know if you can update a field in a survey for example NPS, after a ticket creation and update.For example, my customer answer the survey and register a 4 for NPS, after that I created a workflow that create a ticket, and when the ticket is updated the person rate NPS again, now with a 7, do you know i can update that 7 in the sruvey Thank you in advance