Respondent Data

Select this option if the data source is a Respondent Data File. If the target is Survey Database (for the same or a different survey), information from the Respondent table will be copied into the background variables in the Response table. The Source tab layout is then as shown below - .

Figure 1 - The Source tab with Respondent Data selected as the Source Type

• Project IDs – you can select a project either by its Project ID or by keywords. To use Project IDs, click the radio button, click Projects, and select the required project(s) from the list (note that you can select more than one). The Project IDs are separated by a comma. When the rule is executed, a result file will be generated for each project that is selected.
• Keyword Filter - click the radio button and type in the required keyword. The filter will then match any survey that is assigned the particular category or keyword in the Project Overview page. When the rule is executed, a result file will be generated for each project that is selected.
• Expression - here you can create an expression to filter the data that is to be manipulated by the rule. Click Edit to open the Expression Editor window (go to Expression Editor for more information).

Note: When exporting data from CATI surveys, CATI Extended Status can be used as a filter. Use an expression such as "CatiExtendedStatus=13".

• Date Filter - if you wish to include only data from between particular dates, check the box to activate the date filter, then specify the start and end dates for the data to be used by the rule. The date filter is based on the value stored in the CreatedDate field.
• Relative Date Filter - allows you to use data from different time intervals relative to the scheduled export time.
• Data to be included - in the event the rule is recurring, you can instruct the rule to process all the data specified by the filters above, or only the data that has changed since the previous time the rule was run. The changes will be based on the value stored in the LastUpdated field.
• Variables - select the variables you wish to use.
• If the source and the target are Respondent Data then the following rules apply: If no variables are specifically selected, all variables will be selected by default. When the selected variable does not exist in the Respondent database, it will be generated (as type “nvarchar”).
• If the source is Respondent Data and the target is Survey Database, the following rules apply: Variables must be selected; if no variables are selected then the rule execution will fail. The selected variables must exist in the target survey database.