Help:Populate Matching Options (dataset invitation)
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REQUIRED FIELD

The matching options field appears when you select a multiple choice question to populate. There are three different possibilities you can use to match the value of the data set column you have selected to the answer choices in the question you have selected. You must select at least one of these, but can select more than one as well.


select answer when column value matches answer text

If you check this option, then the value contained in your data set column must match one of the answer text labels defined in your question. If you have a multiple language survey, our system will consider all languages when matching.


select answer when column value matches answer value

If you check this option, then the value contained in your data set column must match one of the answer values defined in your question. When you are using the question editor, one of the optional fields for each answer choice is to set an "answer value". This can be very useful if the labels you want to show on the survey are slightly different from the values stored in your data set.


For example, you may show a full state name by setting the Answer Text to "New York", but have it coded in your data set as "NY". In this case, if you entered the Answer Value as "NY" in your question editor, and checked this option, it would allow the value to be properly populated.


select answer X when column value ...

This field allows you to get more creative in your matching abilities. If checked, you will choose the answer that you want to have pre-selected on the response. Once you choose the answer, you then have to craft a Text Field Validation that will return true when matched against the values in your data set column.


For example, your data set column could contain a comma-separated list of products purchased, but you want to pre-populate the individual products purchased. You could then setup a population rule to pre-select the answer 'product a' when the data set column contains the keyword 'a'. Very complex matching rules can be crafted this way and you can read the Text Field Validation page for more information on matching the values in your data set column.


Note that if you use this option, it will limit the selection of a single answer choice per population rule you have defined. You can therefore define multiple population rules to cover all possible answer choices you want to prepopulate.