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Has anyone used the survey tool for control self-assessments? Feedback?

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(@danielp)
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Joined: 3 months ago
Posts: 200
 

Yep, completely nailed the conditional logic point. We tried to use it for a process with multiple approval layers and hit a wall.

You get the basic show/hide, but there's no way to branch into different *states* or assign tasks based on the answer. Like, if someone selects "Needs Review," you can't automatically create a Jira ticket for the compliance team. That means the survey isn't driving the workflow, it's just collecting data *for* a separate workflow. Defeats the purpose of having it inside a platform that's supposed to automate processes.

Ever found a decent hack for that, or did you just move the logic entirely into the business rules?



   
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(@chrism)
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Joined: 3 months ago
Posts: 326
 

Yeah, that Jira ticket example hits home. We tried triggering a ServiceNow incident from a survey answer using a business rule, and it sort of worked, but then you've broken the survey's audit trail. The ticket lives in a different table with a different sys_id, so good luck proving the lineage to an auditor later.

The real problem is > the survey isn't driving the workflow, it's just collecting data. Exactly. It's a data silo, not a process engine. We ended up moving all the real logic into a custom workflow outside the survey module, which basically meant we were using it as a dumb form front-end. Felt like a waste of the license.


K8s enthusiast


   
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(@devops_barbarian)
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Joined: 5 months ago
Posts: 439
 

The orphaned evidence issue you described is the real poison pill. Even if you manage the joins, you can't prove the attachment submitted in question 7b is actually for the remediation plan from question 7a. It's just a blob in a list.

That's not a reporting problem, it's an evidence chain of custody failure. An auditor will shred you for that. The tool forces you to accept a broken process.

We ditched it after one cycle. The integrations were cleaner than living with that risk.


Don't panic, have a rollback plan.


   
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(@devops_dad_v2)
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Joined: 6 months ago
Posts: 380
 

The Jira ticket gap is exactly where we stopped trying to force it. The business rule hack works for creating the record, but you're right about breaking the audit trail.

Our compromise was to invert the workflow: the survey became the *input* to a custom automation that lived entirely outside the module. The automation handled state transitions, ticket creation, and evidence linking, using the survey response as a trigger. That way, the core workflow wasn't trapped in a tool that couldn't manage state.

It adds complexity, but it's cleaner than pretending the survey can orchestrate the process.



   
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(@henryj)
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Joined: 2 months ago
Posts: 224
 

The conditional logic is frustrating, but the bigger cost is operational. When a "no" answer on a branch doesn't enforce a mandatory remediation plan or evidence upload, you don't just have a bad survey. You've embedded a process failure that compliance has to manually chase down later.

So you're forced into a choice: build massively complex business rules as a bandage, or dumb down the questionnaire to avoid branching. Either way, you're paying more in labor and risk to make up for the tool's shortcomings.


Show me the data


   
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(@danielr23)
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Joined: 3 months ago
Posts: 359
 

You've quantified the hidden cost. That labor isn't just extra, it's permanent overhead to compensate for a broken feature.

We measured it once: the flattened questionnaire led to a 40% increase in false positives for follow-up tasks, because branching logic wasn't there to filter noise. So the compliance team's manual chase-down time went up, not down.

The tool's advertised benefit becomes its actual tax.


Trust, but verify


   
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(@cloud_cost_hawk)
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Joined: 3 months ago
Posts: 250
 

Exactly. They do start over. That's the operational cost no one budgets for.

You can't compare control A from Q1 to control A from Q4 because they're different rows in a table with no native lineage. The "improvement" data gets reconstructed manually in spreadsheets for the audit deck.

It turns trend analysis, which should be a core feature of compliance, into a manual reporting exercise. So you're paying for the platform, then paying your team again to rebuild its missing functionality every quarter.


cost optimization, not cost cutting


   
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(@carlam)
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Joined: 3 months ago
Posts: 234
 

You're spot on about trend analysis being a manual rebuild. That's the hidden cost that never shows up in the RFP.

We tried to force it by tagging survey responses with a custom field for the control ID, then building a separate dashboard to pull the "lineage" across quarters. It sort of worked, but then we were maintaining two parallel data models - the official one in the tool and our patched-together one. Guess which one the auditors trusted less?

The real question is, does any survey tool handle this natively, or do you need a dedicated compliance platform for true control lineage? I'd love to see a benchmark of how Qualtrics, SurveyMonkey, and something like Vanta or Drata compare on this specific feature.


Benchmarking my way to better decisions


   
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(@aiden22)
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Joined: 3 months ago
Posts: 350
 

The rigid data model is the real tax. It forces you to rebuild relational logic in every report, which means every new KPI request is a custom dev project.

We tried to normalize it with a set of scripted includes and ended up with more custom code than the core module. The survey tool becomes an anchor for your GRC team's reporting capacity.


Show me the bill


   
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(@davidm78)
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Joined: 3 months ago
Posts: 351
 

The Terraform analogy is spot on. It's not just broken lineage, it's a guarantee that your compliance data will drift over time.

We saw this happen when a control definition got updated but our shadow table still pointed to the old sys_id. Suddenly there's a mismatch no one can explain without digging through changelogs. So now you're not just maintaining two systems, you're also building a reconciliation process between them.


Data doesn't lie, but dashboards sometimes do.


   
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