Surveys in Workflows

In order to access the survey inside the workflow, the workflow input parameter must be a Survey Result.

Workflow input parameter for survey triggers

Then it is possible to access the survey from calculations, for example:

[Input].[Campaign] like '%Data Sensitivity Assessment%'


To configure a workflow to run:

  1. Open the survey you want, see Creating or Editing a Survey.
  2. Select Workflow tab.
  3. In the On survey complete field, select the Pencil icon. The Select Workflow dialogue appears.
  4. Select the Workflow you want and select OK
  5. In the On campaign close field, select the Pencil icon. The Select Workflow dialogue appears.
  6. Select the Workflow you want and select OK
  7. Select Save.

Trigger Event

Event Description

On survey complete This event triggers when a user completes a survey

On campaign close

This event triggers when the campaign due date elapses OR when all campaign targets (viz. survey recipients) have completed the survey