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Survey Not Available For Survey Target Creation Online in CRM

  • Updated

Overview:

A survey does not display when an end user selects New Survey Target from the Survey Target related list on the Account page even though the following conditions are true:

  • The Survey Publish Apex Veeva Setting is 1
  • The user has all required permissions for creating survey targets
  • Fields on the survey contain the following values: 
    • Status_vod: Published_vod
    • Open_vod: true
    • Channels_vod: CRM_vod
    • Assignment_Type_vod: Territory_vod
  • The user's assigned territory is included in the Territories_vod field on the survey
  • The assigned territory has a unique name
  • The account is accessible to the user and aligned to a territory included in the territory assignment

Root Cause:

There are two fields on the Survey_vod object that share the same label:

mceclip0.png

When the Survey Publish Apex Veeva Setting is equal to 1, the survey is published using the MC Engine and only the Territories_vod field should be populated.

If both the Territory_vod and Territories_vod fields are populated, this is considered a misconfiguration and will result in unexpected behavior.

Solution:

Confirm that only the Territories_vod field is being used. If the Territory_vod is populated, clear this value and republish the survey.

Note: A survey will still display offline when both the Territory_vod and Territories_vod fields are populated. This is expected behavior due to a validation rule that only runs online and should be considered a platform difference.

Related Documentation:

CRM Help Documentation: 

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