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Can custom mapped fields in Programs be reportable from Survey Response data?

  • 1 November 2019
  • 2 replies
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Userlevel 6
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We have a survey that is related to Renewal opportunities. When a customer replies, we have a process to update Opportunity or to create a CTA for follow-up.

What I’d like next is a way to build a report that has the survey responses and the associated opportunity record.

Within Programs, we can map the Opportunity ID or Name to a Custom Mapped field which shows up in AO Participants table. But AO Participants, will not have survey responses. The responses are stored elsewhere in MDA along with the flattened survey object but I’m curious if we can bring in the Custom Mapped field so that we have one report with Responses and Opportunities and can add it to a Dashboard.

Is this possible or is it only something that can be done with Bionic Rules and either loading to a Custom Object in MDA or creating a CTA?

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Best answer by lila_meyer 6 November 2019, 01:28

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Userlevel 7
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Hi John, this sounds like it might be a use case for the new Data Designer feature coming in the Nov. release. Are you signed up for the webinar already?

Userlevel 7
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@john_apple Data Designer is out and available now, please follow this link for a demo. Please let us know if you need any help here. 

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