Setting Up Waitlist
Waitlist setup and process approval setup functions are basically the same, also need to create form first and enable process approval. Click add waitlist process.
1. Set trigger waitlist response quantity, when response quantity reaches the set amount, new response data will enter waitlist process.
2. Set trigger quantity conditions, default trigger waitlist condition is all responses, can also select different questions as conditions to trigger waitlist process.
3. Select waitlist approvers, data entering waitlist process will route to set approver personnel for approval processing.
4. Set waitlist time range, responses outside time range will prompt form is closed.
5. Customize prompt text for entering waitlist , waitlist success or waitlist failure prompt text. Both waitlist success and failure need to notify submitter.
FAQs
Q: What is a waitlist process in SurveyMars?
A: A waitlist process is a workflow that automatically routes responses to approvers when certain conditions are met, such as reaching a maximum response limit. It helps manage form submissions and ensures proper approval workflows.
Q: How do I set up a waitlist process?
A: First, create a form and enable process approval. Then click "add waitlist process" to configure the waitlist settings, including trigger conditions, approvers, time ranges, and notification messages.
Q: What are trigger conditions for waitlist?
A: You can set trigger waitlist response quantity and select different questions as conditions. The default trigger condition is all responses, but you can customize this based on specific question answers or response counts.
Q: How do I set the response quantity trigger?
A: Set the trigger waitlist response quantity. When the response quantity reaches the set amount, new response data will automatically enter the waitlist process for approval.
Q: How do I select waitlist approvers?
A: Select waitlist approvers from the available personnel. Data entering the waitlist process will route to the set approver personnel for approval processing.
Q: What is the purpose of setting waitlist time range?
A: Setting a waitlist time range ensures that responses outside the specified time period will prompt that the form is closed. This helps manage when the waitlist process is active.
Q: Can I customize notification messages for waitlist?
A: Yes, you can customize prompt text for entering waitlist, waitlist success, or waitlist failure. Both waitlist success and failure need to notify the submitter to keep them informed of the process status.
Q: What happens when a response enters the waitlist process?
A: When a response enters the waitlist process, it is automatically routed to the designated approvers for review and approval. The submitter receives appropriate notifications about their submission status.
Q: How is waitlist setup different from process approval setup?
A: Waitlist setup and process approval setup functions are basically the same. Both require creating a form first and enabling process approval, but waitlist specifically manages responses that exceed certain limits or meet specific conditions.
Q: Can I use different questions as waitlist trigger conditions?
A: Yes, you can select different questions as conditions to trigger the waitlist process. This allows for more sophisticated control over when responses enter the waitlist workflow.
