For Surveys to appear for this task type, at least one Survey Invitation must be associated with the Visit's Retail Store and the Survey Invitations and Responses Related List must be on the Retail Store Page Layout.
Please see this Salesforce Page for more information on how to edit Page Layouts: Customize Related Lists
Create a Survey Invitation
1. Navigate to a Contact, e.g. the Retail Store's Primary Contact. Select "Get Survey Invitation" from the dropdown action menu.
2. Select the Survey. The latest active version of the selected Survey will be automatically retrieved by the app.
- Set Related Record type to "Retail Stores".
- Select the Store.
3. Select Done.
The following limitations apply to Surveys completed in the Axsy RE Mobile App.