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Aug 03, 2016 at 10:25 AM

Assign a survey automatically to new visits

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Hello all,

During the creation of a new visit I want that a specific survey is assigned to the visit.

I did following steps for this requirement:

  1. Creation of Survey

2. Creation of Activity planner -> assign survey to activity planner

3.(Creation of routing rule) -> assign activity planner to routing rule + define condition (= account ID is not equal to 0 )

At the moment when I create a new visit the survey is only added after manual refresh of the visit

E.g

I create a new visit no survey is found

I manually refresh the visit

The survey becomes visible...

How can I manage this that the refresh happens automatically? I found no option in workflow rules 😔

Thanks in advance!

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