My button is set to run multiple actions:
1) Create a new row in the SurveyResults model
2) Update Field on a Row, ContactData model, to set 'Send Survey' checkbox to TRUE
3) Update Field on a Row, ContactData model, to set 'Last Survey Date' to TODAY
4) Save models - Survey Results, Contact Data
Only action for #1 above works - the new SurveyResults record gets created and Saved. The 2 Contact fields do not get updated.
** I have not attempted the SurveyID field on the ContactData model since I can't get the others working.
Any idea what I am doing wrong here? Thanks!
Chandra V, Champion
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Posted 4 years ago
mB Pat Vachon, Champion
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Chandra V, Champion
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mB Pat Vachon, Champion
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Also, this workflow you've got. Does it clear these values?
- Send Survey
- Last Survey Date
Chandra V, Champion
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The workflow will clear the SendSurvey checkbox after a set period of time (maybe quarterly it will reset to False, and the contact will be eligible to re-survey.) I envision the Last Survey Date will not clear, it will be overridden each time a survey is sent out.
mB Pat Vachon, Champion
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Chandra V, Champion
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mB Pat Vachon, Champion
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Rob Hatch, Official Rep
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Then send an email to Support@skuidify with your ORG ID and the page you are building.
We'll take a closer look.
Chandra V, Champion
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Email coming to you with access rights...
mB Pat Vachon, Champion
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42,926 Points
mB Pat Vachon, Champion
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42,926 Points
Chandra V, Champion
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7,206 Points
mB Pat Vachon, Champion
-
42,926 Points
mB Pat Vachon, Champion
-
42,926 Points
Chandra V, Champion
-
7,206 Points
mB Pat Vachon, Champion
-
42,926 Points
mB Pat Vachon, Champion
-
42,926 Points
Chandra V, Champion
-
7,206 Points
mB Pat Vachon, Champion
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42,926 Points
Rob Hatch, Official Rep
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44,168 Points
When you create a row on the model, Skuid is just creating that client side - and does not yet have the true Salesforce Record Id. So we provide a protoId, usually a single digit number. This allows conditions that go acrross models to stay in synch.
When you save this row to the database. Salesforce assigns the record ID (long 18 char number) and then Skuid goes back and replaces the protoId with a real Id wherever it is needed.
So if you had the "Update field in row" action occuring before the model saved - you just passed '4' or '5' as you state above. But if you move it after the model save, you get the results you want.
Another note about your use of ID for the Emailed URL. You should look at the URL that is expected by your survey tool. It may be 15 or 18 characters. Skuid defaults to the use of the 18 character ID. But if your URL really should be the 15 char ID use 'Id15' in your merge syntax.
Chandra V, Champion
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1) Create new record in AFLSurvey
2) Save model AFLSurvey
3) Update contact field - 'SendSurvey' checkbox (working)
4) Update contact field - 'LastSurveyDate' (working)
5) Update contact field - SurveyMerge - not working. Using merge syntax {{$Model.AFLSurvey.data.0.Id}} . Is this right?
6) Save models - ContactData, AFLSurvey
And my survey integration is using the 18 digit id, so I'm good there! I just need to get it on my Contact field so I can merge it into my email template!
Chandra
Rob Hatch, Official Rep
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44,168 Points
Chandra V, Champion
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7,206 Points