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
Thank you. This was a good suggestion as it forced me to reconsider what I'm doing. I now have a partially working flow and am able to have the flow display the values currently in the picklists. That would be great if the data was actually stored as these picklist values, but instead the data is stored as a number indicating which sequential picklist selection was made. This is because we use this numerical representation in formulas. So now my question has shifted a bit. I've created parallel fields on the record with the actual question and answers and can display and edit those. Now I need a way to set these parallel fields based on the numerical values stored in the original fields. For example, the first three questions have these values stored on the record:
That corresponds to these values in the parallel picklists:
In other words, 13 years old was the 4th picklist value in question 1, Male was the second picklist value in question 2, and Heterosexual was the first picklist value in question 3.
I thought there was a way to map from these numerical values to set the picklist values, and vice versa, but I can't find it. I will need to first map from the number to the parallel picklist value, then if changes are made in the screenflow, then map from there back to the numeric value.
In case you're interested, here is the beginning of the flow: