I have an old survey tool written in SF Sites that populates a record in Salesforce. This has worked great for many years and continues to work well, but a key feature that used to allow staff to view and edit the full survey from within SF no longer works (SF retired the feature). I wonder if I can use a Screen Flow to accomplish the same thing. Ideally I would display all 63 questions with the various responses for each question
The custom Survey object has a set of questions and responses where the responses might look like:
- Most of the time
- Sometimes
- Rarely
- Never
These responses would be assigned a number, 1-4 respectively, and that number is stored with, for example Question 9. On the record in SF, all we see is Q9 with a value of 3 if they responded with Rarely. Seeing that Q9 = 3 isn't very useful since there are too many questions to memorize, so I need a way to display all the questions, all the answers for each question, and the selected answer to each question. If we an get that far, then I need the SF user to be able to change a survey response and have the numeric value associated with that response updated on the corresponding Survey record in SF.
Is this possible?
Below are more sample questions. Note that question 8 will have stored 3, question 9 will have stored 1, and question 10 will have stored 4.
#Screen Flow
Hi, yes it is possible with screen flow. The flow can be launched from the record so it'll get the Id of the record. Instead of designing a new form use the fields of the object to represent the question. For the answers you can setup the options in the custom metadata. In this way there is no need to hardcode the answers directly in the flow. The options will be pulled from the metadata. So this will add the questions and its options in the screenflow. Next the logic of converting the answer into number can be implemented in the same flow and this is how I'd give it a start.
