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Automatically populate Surveys in a Visit

Hi,

I have set up an activity plan and routing rules ,  with a simple rule where  Account country = 'US' and have activated the routing rule.  I am expecting when I open the visit on the IPAD and click on the Survey tab  using a visit with an account country = US that  I would see the 3 surveys that are in the activity plan.  I have to manually select the surveys one by one and then they appear in the visit. Is there a background job or workflow that is needed to run to make them appear automatically when I open the tab? 

Thanks,

Arlene

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2 Answers

  • Oct 30, 2015 at 05:46 AM

    Hi Arlene,

    The surveys does get populated automatically but after an 'x' amount of time. There is a backgorund job which gets run and populates the survey

    Regards,

    Bejoy

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  • Nov 02, 2015 at 04:15 PM

    Thank you !

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