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Survey Definition Event

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About Survey Definition Events

Survey Definition Events allow you to trigger Workflows based on changes to a project’s status. You can base your event on a survey being published, activated, or closed.

Qtip: To use this feature, you must be a Brand Administrator.
Example: You can create a workflow so that you’re notified every time a user in your license publishes a survey.

Setting up a Survey Definition Event

  1. Click the navigation menu in the top-left corner.
    on the global workflows page, clicking create a workflow and started by an event
  2. Choose Workflows.
    Qtip: You can also use this event in the Workflows tab of an individual project, instead.
  3. Click Create a workflow.
  4. Select Started when an event is received.
  5. Select the Survey Definition Event.
    choosing the survey definition event in the event selection window
  6. Choose the project whose status changes should start the workflow. Select All to trigger the workflow whenever any of your projects have a status change.
    new window where you select a project from a dropdown

    Qtip: If you have multiple specific projects you want to use, select All, then use conditions to determine the specific projects.
    Qtip: All projects that include a survey are compatible with this event. This includes standard survey projects, all Employee Experience projects, Conjoints and MaxDiff, Reputation Management, and even individual Pulse surveys.
  7. Click Next.
  8. Choose the survey status change that causes the workflow to trigger.
    choosing the type of survey event to look for
    You may choose multiple statuses. Your options include:

    • Activated: Begin the workflow when a survey is activated.
    • Closed: Begin the workflow when a survey is closed.
    • Published: Begin the workflow when the survey is published.
  9. Click Finish.
  10. Click the plus sign ( + ) and then Conditions to build the conditions for the event to trigger. See Setting Conditions for Survey Definition Events for more information about the conditions available for this event.
    adding a task and conditions to the action
  11. Click the plus sign ( + ) and then Task to add a task to your workflow.
  12. Choose the task(s) you want to happen when the workflow is triggered. Visit choosing tasks for more information about each available task.
    Example: For example, I can use an email task to automatically send my teammate an email letting them know that the survey data is ready to analyze.
  13. Enable your workflow by clicking the On/Off toggle.
    turning the action on using the toggle in the upper right
Qtip: Visit the Reporting & History tab if you need to troubleshoot your workflow or see a log of when the workflow fired.

Setting Conditions for Survey Definition Events

When creating conditions for a survey definition event, you can base your conditions on the following fields:

the available fields for basing a condition for a survey definition event

  • Event Type: Choose between Activated, Closed, or Published.
  • Survey ID: This is the Survey ID for the survey that should trigger the workflow.
    Qtip: You can only use this condition for projects that have a survey ID beginning in SV_.
  • Survey Data: Create a condition based on various survey data fields, such as when the survey was last modified or a survey owned by a specific user.
    • Creator ID: The user ID of the user who originally created the survey.
    • Last Activated: The time when the survey was last activated.
    • Last Modified: The time when the survey was last edited.
    • Organization ID: The ID of the organization that owns the survey.
    • Owner ID: The user ID of the user who owns the survey.
    • Question Count: The number of questions in the survey.
    • Survey Name: The survey’s name.
    • Survey Status: The survey’s status.

For a guide to combining different conditions, see Creating Conditions.

FAQs