Can I set a survey to automatically start when a visit is complete?

[former_member604431]

I have set up a survey relating to the visit object. I created an activity plan for this survey and have created a routing rule with the condition of Status equal to Completed. Can I get this survey to fire automatically after the visit is marked complete.

[arun02_12 · Accepted solution]

Hello Larry,

If you use the Action refresh from Activity plan, the survey will be added in the Visit or you can setup a workflow on save of the Visit with the action "Refresh from Activity plan".

If you are expecting the survey to pop up or open automatically when the Visit is completed, that will not be possible in standard.

Best Regards,

Arun