3631482 - Survey Not Automatically Assigned to Visits Due to Routing Rule Activation Timing

• Surveys are not automatically assigned to certain visits despite routing rules being defined.
• This issue occurs when visits are created before the routing rule is activated.

SAP Cloud for Customer

Prerequisite: A routing rule is defined for visit generation, which should assign the survey automatically to the visits.  

1. Navigate to the Visit work center.
2. Open the Visit work center view.
3. Search for and open a visit XXXX, where XXXX represents the visit ID.
4. Access the Survey facet.
5. Observe that no survey is assigned to the visit, even though routing rules are defined.

The survey is not automatically assigned because the visit was created prior to the activation of the routing rule.

1. Understand that the current and expected behavior of the product is to assign surveys automatically only to visits created after the routing rule activation.
2. Ensure routing rules are activated before generating visits to avoid this issue.

survey, visit, routing rules, activation, creation, not assigned , KBA , LOD-CRM-ACT-VST , Visit Planning , Problem

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions