Qualtrics Workflow Instructions

These are draft directions to configure a Qualtrics survey into a workflow process with approver type steps.

Create your Qualtrics form (+ Create Project)
Submit a result of the form under Preview or Publish and Submit
Under Data & Analysis, find your result and click Actions
Select 'Retake Link (same)' and copy the URL. This will be link specific to the form and ResponseID.
The copied URL should be similar to
https://ugeorgia.ca1.qualtrics.com/jfe/form/SV_1ImFbxeziwafrdr?Q_R=R_2zdLEJPtHBDGPEf&Q_R_DEL=1
1. We will update Q_R property in an trigger that sends an email.
2. Q_R_DEL property new response or edit existing response
  Leave as Q_R_DEL=1
On the Qualtrics form, go to the Action tab and add a new Action
1. Event Type: Survery Response
2. No added conditions
3. Task: Send Email (goes to first approver)
  1. In the message contents, we will use the copied url and update the ResponseID portion.
  2. the pipe field or "merge" field for responseID is ${e://Field/ResponseID} (for all forms)
  3. So, the resulting URL, for the message template is,
    https://ugeorgia.ca1.qualtrics.com/jfe/form/SV_1ImFbxeziwafrdr?Q_R=${e://Field/ResponseID}&Q_R_DEL=1

Other Settings