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What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 8.7

Introduction to Automation

A flow is a series of components that work together to perform a task. They can be used to automate just about anything in Qrvey Composer, adding power and flexibility to your applications. This article discusses the main components of a flow and how to create one.

Component Types​

Workflows are built from the following types of components:

Triggers - events that initiate execution of a flow.

Conditions - filters that can allow or prevent actions from happening.

Send Actions - actions that send results to a user or process.

Data Actions - actions that access or update data.

For example, you can create a simple Flow so that whenever a new survey response is received (trigger), you are sent an alert email (action), or maybe you prefer to choose sending a follow-up survey (action) when a new response is received (trigger), but only if the respondent is from the U.S. (condition). These are just two basic examples of Flows in action. The amazing variety of business use cases, which can be implemented through Flows, are limited only by your imagination.

Creating a Flow​

  1. To create a Flow, choose Automation from the left-hand menu and then click the Create Flow button.

flow

  1. Give your flow a name and start by dragging one of the triggers onto the Add a trigger to start area.

flow

  1. After adding the trigger, drag and drop a condition or an action under the new trigger area.

flow

  1. Configure the Triggers and Conditions dragged onto the workflow workspace.

flow

All changes are saved automatically as you build your flow.

Activating a Flow​

When you have finished building your Flow, click the Activate button in the upper-right corner to make it operational.

triggers

A message confirming that your flow is active appears.

triggers

Once your Flow is active, the Activate button will be replaced with a Pause button, which can be used to suspend the Flow at any stage.

triggers

Flow Activity Log​

Every Flow keeps a log of all its activities, including any changes made by creators and every occasion the Flow is triggered. If you have any questions about how your Flow is performing, the activity log is the place to see detailed information about its activities, errors and events.

To access the activity log, click the Activity link in the top blue toolbar. The activity log can be searched and filtered to make finding relevant events easier.

Use the Refresh button to fetch new activity log events.

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