Data Templates

Overview

To get started creating a template for your Professional Panel, follow these steps:

From your professional panel, click Panel Management > Data.

You are presented with two options:

1 Templates - Click this to be redirected to the standalone Data Templates wizard. To learn more, visit: Data Templates in the Survey Designer Knowledge Base.

2 Legacy Templates - Click this to access the legacy template wizard (see below for more information).

Legacy Templates

Getting Started

1. After clicking "Legacy Templates" from the above menu, click "New Template" in the top-right corner.

2. Type a name for your template inside the "Template Name" field

3. Click the Next button to continue to Advanced Options.

   (Optional): If you don't want to change any of the advanced options, click the Finish button instead. This will create your template using the default advanced options (see the image below for the default setup).

Advanced Options

1 Schema Language - Use this option to set language for the schema.

2 Text in Question Labels - Use this option to select the type of question labels you wish to use.

• Title only - the label element will contain only the title of the question.

• Text only - the label element will contain only the text of the question.

• Title and Text - the label element will contain the question title followed by the question text.

• Question ID - the label element will contain the question id.

3 Text in Answer Element Labels - Use this option to specify whether the Answer element of a Multi / Grid / Open Text List / Numeric List Question is to be positioned in front of the Question label, after the Question label or without the Question label. The options are:

• Answer (Question Label) - the question label is placed after the answer element.

• Question Label (Answer) - the question label is placed before the answer element.

• Answer - the answer element is placed without the question label.

4 Split Multis in separate variables - Logical variables will be generated from each category for all Multi variables of format "Bitstring" in the template. For example, a Multi question q5 with 3 categories (1, 2, 99) will result in 3 logical variables (q5_1, q5_2, q5_99). These generated logical variables can be positioned in the generated survey template by moving them or by allocating specific columns.

5 Flatten Template - With the flattening process, a survey template that includes loops will be simplified such that the loops are converted to a number of 'standard' variables. This means that loop data will be expanded, and variables will be created to represent each iteration of each question.

6 Exclude all open questions - Check this box to exclude the following question types from the generated template: Open Text, Open Text List, Other- specify from answer lists, Multi questions with Open Text property selected.

7 Truncate Open Ends - Open Ends (Open Text questions with no field widths specified) that have texts longer than the limit in the "Open Ends Truncation" setting will be truncated to the number of characters specified.

8 Template Default - Lets you decide how your template is populated with variables . Select from either "Include all variables in the Template" or "Empty Template".

9 Save current options as default - The currently selected Template options will be stored as the default settings, and these will be applied automatically when you generate new Templates.

10 Finish - Click the Finish button when you have adjusted the advanced options to your liking. This will create the template.