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Hi,
I want to get pipe data from "survey invite" entity, in a workflow associated with "question response" entity in CRM.
I created a workflow on record creation in question response(when i submit the survey response then i get values in question response accordingly)
Now i want pipe data (i.e. is stored in survey invite entity) in the workflow.
How can i get the pipe data please help me regards this.
thanks
regards:
Sanjay Kumar
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Hi Sanjay,
Thanks for the detail. You will want to add a relationship on the QR to the SI. That direct relationship will allow you reference details in your workflow just like pulling details from a contact record that is related to the QR. But the relationship needs to be a lookup from QR to SI. I don't think N:1 will give access in the workflow UI.
Another thought is you most likely have N:1 relationship between QR and SI. You may want an additional workflow that pulls over data from SI on QR creation. Where that workflow lives or kicks off I don't know. But some combination of events needs pull the data from the SI to the QR, and I have used multiple workflows to solve this before.
A third thought when things become complicated like this is to revisit the business requirements around whatever data you are trying to get from the SI. Does it live somewhere else, or should it live somewhere else if obtaining that data is difficult?
Good luck, have a great day!
Hi @Tom Northrup,
thanks for look on my post,
there is no direct relationship between question response(QR) and survey invite(SI),
the relation is as QR related to survey entity and SI also related to survey entity.
If there is any other possible way to achieve this then please suggest me.
thanks and regards:
Sanjay Kumar
Hi Sanjay, thanks for reaching out.
Is there a relationship between the question response and survey invite? That is the only way to access fields on another entity. The other thing is you cannot use those fields on the related record for some of the logic. Let me know what you see.
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