This procedure sets up Experience Cloud for Automatically completing surveys that survey takers abandoned, but where they navigated off a specific page.

To set up automatic completion:

1. Create a Feedback field to identify records ready to be exported upon survey expiration.

   Field	Value	Notes
   Name	Auto-complete eligibility
   Field ID	q_company_autocomplete_ready_yn	Where company is the company name.
   Data type	Choice set (Yes/No)
   Used for Duplicate Checking	Selected

2. Create an Event field to track if the record was automatically completed. This is useful as Filter and Responses List column.

   Field	Value
   Name	Auto-completed record
   Field ID	e_company_auto_complete_yn
   Data type	Choice set (Yes/No)
   Short name	Auto-completed record

3. Create an Event field to track when the record was automatically completed.

   Field	Value
   Name	Auto-completed date
   Field ID	e_company_auto_complete_date
   Data type	Date
   Short	Auto-completed date

4. For every survey to be automatically completed:

   1. Determine the completion page by asking the company after which survey page the survey can be considered complete.

   2. On Survey editor, add a Hidden field to the first page of the survey. On the Advanced tab, set the following:

      • Question ID — Enter the Field ID from the Auto-complete eligibility Feedback field created above.

      • Internal name — Hidden Auto-complete eligibility.

        

   3. On the survey page that the company identified as the completion page, click its Logic tab, select Add validation with JavaScript, and enter the following script:

      function setAutocomplete() {
       fields.set('q_[company]_autocomplete_ready_yn','1');
      }
      setAutocomplete();

      Use the Feedback field created above. This script sets the field to Yes when the survey taker navigates off this page (clicks Next) and stores the value in the field.

      Tip: If the survey is a Flex survey, take the flex behavior into account when determining the completion page.

      

5. Create an Importer to perform the update that automatically completes the exported surveys. For more information, see Auto-complete import/update specification. Customize the template as you see fit.

6. Create an Exporter:

   Export details tab

   Field	Value	Notes
   Name	Auto-completion Daily export
   File name	Auto-completion Daily export
   Fields	Survey ID (a_surveyid) Last page seen (a_last_seen_page_name) Creation date (e_creationdate) Invitation date (e_invitationdate) Survey status (e_status) Any fields needed for alert processing.	The only required field is Survey ID. The other listed fields are all optional.
   Time period	Export records since last export
   Time field	Expiration date (e_expirationdate)
   Survey condition	a_survey_is_partial in {1}	Optional. Records excluded are not be marked as completed as part of the auto-completion process. Otherwise, records that excluded are set again to completed.
   Filtering condition	Records must match all fields (AND condition)	See step 7 for conditions
   Exclude partially completed invite (non-feedless) surveys	Unselected (for Personalized invitation surveys)
   Exclude partially completed feedless surveys	Unselected (for Anonymous surveys)

   Schedule & Destination tab

   Section	Field	Value	Notes
   Schedule
   	Frequency by	Days of the week Every day of the week
   	Time	Once a day
   	Run	03:00
   	Timezone	Default (PST)
   Connection		Manual
   Notification email
   	Success email report to	your.email@example.com	It is important to read these emails every day
   	Failure email report to	your.email@example.com	It is important to read these emails every day

7. Add these Filtering conditions to the export:

   Field name	Field ID	Operator	Value	Notes	Example
   Auto-complete eligibility	q_company_autocomplete_ready_yn	Equals	1	1=Yes	Auto-complete eligibility = Yes
   Program	e_program_alt	Equals	X	A condition (flag) that identifies the survey program to limit the export to this program only.	Program= Sales
   Status	e_status	Not equals	{0,1,4,24}	A condition to limit the export to surveys that do not have status COMPLETION PENDING (0), COMPLETED (1), EXCLUDED (4), and AUTO EXCLUDED (24).	Status != {0,1,4,24}
   Not auto-completed	e_company_auto_complete_yn	Not equals including null	Yes	Field created in step 2.	Auto-completed record != Yes

   Note: Expired surveys are hard to determine when the survey is ready to be flagged for auto-completion (the Survey status 16: Expired is only set when the survey taker tries to take an expired survey).

8. Optionally (but recommended), on Responses Form, add an element that indicates when the record was automatically completed so the user is aware of this date if they close the loop with the respondent. Use the Auto-completed date field.

The survey completion process should now run once a day.