Plugins: Workflow

This category plugins are used to perform workflow operations. You can send data between surveys or forms.

1. Workflow - Sends new survey to respondents with the autofilled data gathered from different survey.
2. Survey Opening Validator - Allows or denies access to a survey depending on the response from the third-party application.
3. Remote Data Sender - Sends data as a HTTP request to a third party applications.
4. Logical Remote Data Sender - Sends data as an HTTP request to a third party application if a certain logical condition is met.
5. Expired Link Blocker - Blocks unique respondents links after the indicated period of time.

Workflow - This plugin is commonly used to send invitation to a new survey and autofill that survey with the data from the other submitted survey.
Let us take a look at the following example:

When surveys are ready for launch insert plugin and adjust the following parameters:

1. *Target Form or Survey Id - Indicate target survey ID to pass data from the first survey for. ID is a six digit number within the survey Master URL. For example: http://www.keysurvey.com/survey/ 11501/206c/. Survey ID is 11501.
2. *Question References - Insert references to a questions you are sending data from and to using the Qx.Ay=Qw.Az format where:
   x - question number of the source survey you are sending data from;
   y - answer choice number of the source survey you are sending data from;
   w - question number of the target survey you are sending data to;
   z - answer choice number of the target survey you are sending data to.

Survey Opening Validator - This plugins is used to verify if a specific respondent can open and submit your survey upon the response from the third-party application.

1. *Remote URL - Indicate a third-party application URL to which the validation request will be sent using the following format: http://domain.com
2. *HTTP Request Method - Select the request method which will be used to access a third-party application. It is recommended to use the 'POST' method if the URL is very long or has some non-ASCII characters. Use 'GET' if the target form is idempotent (usually a pure query form).
3. *Activation Criteria - Indicate the activation criteria as a value or use regular expression.
   Regular expression example: ^\[0-9]$, which means that if server response is an integer from 1 to 9, it satisfies indicated expression.
   If a response from the remote server matches indicated criteria, the survey or form will be served to respondent. This parameter can not be empty.
4. *Validation Parameters - Input parameter names and values using the Param_Name=Param_value format. For example FF_01=Q1.A1, where FF_01 is the arbitrary unique name of the parameter you are sending data to, Q1.A1 is the parameter value which gets data from the survey question. To use send multiple parameters use the following syntax: FF_01=Qx.Ay&FF_02=Qx.Ay.Cz
5. *Alert Message - If a response from the remote server does not match the Activation Criteria, this message will be displayed to survey or form respondent.
6. Redirect URL - If the response from the remote server does not match the Activation Criteria, respondents will be redirected to the URL indicated here. This can be URL to any webpage or to your website. For example http://worldapp.com
7. *Serve survey if remote service is down: - this parameter defines survey bahaviour if the remote service does not response and there is no chance to validate respondents. You can allow respondents to fill they surveys by selecting 'Yes'. Select 'No' to redirect them to the URL indicated in the 'Redirect URL' parameter above.
8. Error Message & Redirect URL - If the remote server generates an exception, you can redirect respondents to the external URL depending on the received error. Input error message that can be received from the remote server and URL to redirect respondents.
   For example: remote server generates an exception and sends error message 'Error1' and you want respondents to be redirected to the http://worldapp.com website. Thus the syntax will be as follows Error1 -> http://worldapp.com. You can add as many items as you need by clicking the Add button.

Remote Data Sender - This plugin is used to send data from the survey that is submitted by respondents to a third party applications via HTTP request.

1. *Remote URL - Indicate URL to access a third party and send the data to.
2. *HTTP Request Method - Select the request method you want to use when sending data.
   POST - is recommended for using if the URL of the third party application is very long or contains non-ASCII characters.
   GET - this method is recommended if target application is idempotent.
3. Submit Value - Provide parameter for submit event.
4. *Form Elements Names and Values - Input parameter names and values using the Param_Name=Param_value format. For example FF_01=Q1.A1, where FF_01 is the arbitrary name of the parameter you are sending data to, Q1.A1 is the parameter value.

Logical Remote Data Sender - This plugin is used to send data from the survey that is submitted by respondents to a third party applications via HTTP request and only if the indicated condition is met.

1. *Remote URL - Indicate URL to access a third party and send the data to.
2. *HTTP Request Method - Select the request method you want to use when sending data.
   POST - is recommended for using if the URL of the third party application is very long or contains non-ASCII characters.
   GET - this method is recommended if target application is idempotent.
3. Submit Value - Provide parameter for submit event.
4. *Send When Next or Submit - If your survey has more that one page you can enable data sending when respondents click Submit only or when they navigating between survey pages.
5. *Logical Expression to Enable Sending - Indicate logical expression when the request should be sent depending on the respondents answers. If no expression is used, request will be sent at any case.
6. *Form Elements Names and Values - Input parameter names and values using the Param_Name=Param_value format. For example FF_01=Q1.A1, where FF_01 is the arbitrary name of the parameter you are sending data to, Q1.A1 is the parameter value.

Expired Link Blocker - This plugin is used to allow respondents open their unique links that were distributed by means of Email or Password distribution methods during a specified period of time.

1. *Days to Live - Specify the number of days so the unique links can be accessible by respondents.
2. *Redirect URL - Indicate the URL and respondents will be redirected to this URL after the links are expired.
3. *Info Message - This parameter can be used if you do not want to redirect respondents to the external URL and want to notify them with the info message.