Automatically populate Surveys in a Visit
I have set up an activity plan and routing rules , with a simple rule where Account country = 'US' and have activated the routing rule. I am expecting when I open the visit on the IPAD and click on the Survey tab using a visit with an account country = US that I would see the 3 surveys that are in the activity plan. I have to manually select the surveys one by one and then they appear in the visit. Is there a background job or workflow that is needed to run to make them appear automatically when I open the tab?