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I am trying to send survey using Flow and using step - Send a Survey. I am setting Regarding field to Account, but when the survey is sent, it creates survey invite record in CDS, and this regarding is not set and is blank.
whtever -- please use the following for the regarding field entityname, entityID
See below as an example:
Thank you so much its working with me but what if I need to set regarding for invoice ?
Hi xcrmadmin@bakertilly.com.kw,
The regarding field specifies the record that associates the survey invitation and response. This value is stored in the survey invitation's Regarding field. You must enter a table's logical name in this field. For example, if you want to associate the Invoice table, you must enter invoice, as it is the logical name of the Invoice table. The Invoice table will need to be marked for collaboration in activities.
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