All steps are correct, you have to use retake link and the trigger emails. Also you can show earlier responses to approver, like by dragging the already filled block to the approver branch logic.
Thanks Clint...I'm having some difficulty following. Is it possible for you to set up and share a dummy survey that follows the steps you provided?
Reading through this actually brings up an issue I'm having. We have email triggers and tasks based on one of the conditions being the Q-R field is empty (a new survey). If we mark one of the questions incorrectly and complete the survey, can we use the retake link and add at the end ?Q_R= Will that "erase" the field so the survey appears "new"?
Hi I'd really like to use this flow -- But once I get to step 3 I need some assistance - how do I "add Embedded data to the URL for logic on the return trip and add display logic accordingly."
Which tutorial should I read? Thanks.
I am trying to create a survey where designated staff in the office have to review and approve a user's submission. However, when a staff clicks on the link (as outlined in steps 2 and 3), the respondent's data is deleted. I am having difficulty understanding what I need to adjust in my survey flow to ensure that the respondent's information is maintained. I have attached a .qsf file of the survey instrument. Any assistance and advise is greatly appreciated.
I cannot, for the life of me, make this work. I can't get the retake URL with ?Approver=1 to take the approver to the page that has the completed questions. Or the additional approval questions.
@sabauml - What is your URL building logic look like?
@akdashboard
https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ?Q_R=R${e://Field/ResponseID}&Q_R_DEL=1&Role=Approver
@sabauml -
Your missing the embedded data field that you are setting the Response ID to. Just like you have Role=Approver you need Q_R={e://Field/ResponseID}.
Your URL should be: https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ?Q_R=R$Q_R={e://Field/ResponseID}&Q_R_DEL=1&Role=Approver
@sabauml -
OOOPS - I misread! You have an extra "R"... that is all that is wrong. Remove the 2nd R in Q_R=R.
@akdashboard - so...
https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ?Q_R=$Q_R={e://Field/ResponseID}&Q_R_DEL=1&Role=Approver
?
>
@sabauml said:
> @akdashboard - so...
>
> https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ?Q_R=$Q_R={e://Field/ResponseID}&Q_R_DEL=1&Role=Approver
>
> ?
No - https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ?Q_R=${e://Field/ResponseID}&Q_R_DEL=1&Role=Approver
You can read this as:
Base URL
? (this notes an appending of the URL)
Q_R=ResponseID
&
Q_R_DEL=1
&
Role=Approver
OK, so for some reason the URL is stripping the info out from the email. It's going back to...
https://ivytech.qualtrics.com/jfe/form/SV_aV3zkK6p1GQaNeJ
@Akdashboard, any ideas why?
I'm running into an issue with survey I have built where Qualtrics creates a new response record after I complete the "reviewer" portion of the survey. Has anybody else run into this issue? The retake survey link that I have included in the email follows the same method described in the original post.
This is the retake survey link that is inserted into the Action Email: https://bsu.qualtrics.com/jfe/form/SV_1QZUEkVntvYvu2V?Q_R=${e://Field/ResponseID}&Q_R_DEL=1&CollectionMethod=${e://Field/CollectionMethod}&ExternalDataReference=${m://ExternalDataReference}&MessageID=${e://Field/MessageID}&Role=Reviewer
@ambrubaker - remove "Q_R_DEL=1" and you won't have the issue with a new record being created. You will still get counted as an auditable response, but it will delete the first response.
With the new product idea area in the community has idea around integrating this process more into the core experience of Qualtrics been submitted?
Sorry everyone, I just looked on here and realized that I've left everyone hanging. Here are some screenshots that hopefully shed light on this.
Survey Builder
!
Survey Flow
!
Actions
!
Email
!
Initial Survey
!
Final Survey
!
I'll try to be more attentive to questions from here on. Hope this clears things up.
I have managed to make this work for 1 approver abut I have a series of up to 8 needed approvals from 1 survey. Can you advise on the logic to make this happen?
>
@Clint said:
> Sorry everyone, I just looked on here and realized that I've left everyone hanging. Here are some screenshots that hopefully shed light on this.
>
>
Survey Builder
> !
>
>
Survey Flow
> !
>
>
Actions
> !
>
>
Email
> !
>
>
Initial Survey
> !
>
>
Final Survey
> !
>
> I'll try to be more attentive to questions from here on. Hope this clears things up.
Hello!
I can not get the link to work. These are the links I am currently attempting to use in the email.
https://umn.qualtrics.com/jfe/form/SV_aaDpz59ZbSfoBUh?Q_R=${e://Field/ResponseID}&Approver=1
and I've tried
https://umn.qualtrics.com/jfe/form/SV_aaDpz59ZbSfoBUh?Q_R=$e://Field/ResponseID}&Q_R_DEL=1&Approver=1
Please let me know what I am doing wrong in the binding. I have the question set to only appear when approver = 1 and each link is bringing me to a blank survey form
Thanks!
Has anyone else gotten this to work and would share their survey flow and survey? And could someone provide more detail on how embedded data for Approver works? It's not clear to me when the approver is assigned a value of 1.
paynesr2019
To answer your question - I have managed to make this work for 1 approver abut I have a series of up to 8 needed approvals from 1 survey. Can you advise on the logic to make this happen?
Quick answer - you have to create an embedded data field for each "series of approvals" and an email for each one as well. Think of them as switches, as each one turns on, a subsequent email gets sent unlocking more on the survey for the next approver.
I've done a series of at least 3 approvers. Let me know if this doesn't make sense and I'll see about creating a video or something.
I'm also having the issue where it is stripping out the field response
This is what I have in the "action email" Please approve the change of major request.
https://usisurvey.az1.qualtrics.com/jfe/form/SV_7amDLnHAXGxpPq5?Q_R=${Field/ResponseID}&Q_R_DEL=1
But this is what shows up in the email
Please approve the change of major request.
https://usisurvey.az1.qualtrics.com/jfe/form/SV_7amDLnHAXGxpPq5?Q_R=&Q_R_DEL=1
A video of what you've done would be SO helpful. I get this type of form request a lot and have not figure out how to make it work. What you are providing is really helpful.
Amaraian
From your question - "...and I've tried
https://umn.qualtrics.com/jfe/form/SV_aaDpz59ZbSfoBUh?Q_R=$e://Field/ResponseID}&Q_R_DEL=1&Approver=1 ..."
So you're missing "{" in this link.
https://umn.qualtrics.com/jfe/form/SV_aaDpz59ZbSfoBUh?Q_R=${e://Field/ResponseID}&Q_R_DEL=1&Approver=1You need to keep "
&Q_R_DEL=1
" in the link to bring in the previous response(s).
This example works perfectly except that the URL in the email switches to proxy in the body of the email to the approver. I have exactly what is here in the example (using my survey ID, of course). The URL gives me a 403 error. If I build the URL manually in a browser, it worker perfectly.
I see no way around this.
Anyone have any thoughts?
