Survey Database

Select this option if the data source is a survey database. The Source tab layout is then as shown below.

Note: Export to Quantum, SAS or SPSS (SAV) file is only allowed from a Forsta Survey Database.

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

The properties and options are as follows:

• 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.

Note: When Delete Data is selected as Execution mode on the Target tab (go to Survey Database for more information), only one project can be selected as the source.

• 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.

Note: When multiple projects are selected, if ...File is selected as the target, for most data types this will produce a single file combining the data from all the selected surveys. However for Excel (xlsx) and SPSS (sav) files the data is exported to separate files for each project.

• Use Test Database - check if you wish to test the rule using data from the Test database.
• Complete responses – selects only data from surveys with the status Complete.
• Incomplete responses – selects only data from surveys with the status Incomplete.
• Screened – selects only data from surveys with the status Screened.
• Quota full - selects only data from surveys with the status Quota Full.
• Error - selects only data from surveys with the status Error.
• 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).
• Date Filter - if you wish to include only data from between particular dates, select the dates here.
• Relative Date Filter - allows you to export data from different time intervals relative to the scheduled export time.
• Data to be included - select All Data, which updates all data, or Data Changed Since Last Run, which includes only the data that has been changed since the previous update (go to Survey Source for more information). Note that this setting only applies to recurring tasks (non-recurring tasks will include all data subject to the data filters on the Source tab). Note also that if an Update Rule references the same source/target surveys then this setting will have no effect since during the previous execution the rule will have updated the “last touched” column in the target survey so the next execution will deem the data to have changed.
• Columns - if the selected target is anything other than Triple-S File, then you can select the columns you wish to include; all columns, selected, or as used in the selected template. If Survey Data Template is selected, then you can select whether the label texts are to be taken from the template or the survey. Click the Select Template button to open an overlay in which you can select the template you wish to use.

Note: The Columns settings will not be available if the target is set to "Triple-S file" because then the Triple-S template on the target will control which columns are to be included.

• Validation Settings - if the Target Type selected is Triple-S Data File (go to Triple-S Data File for more information), the Validation Setting options will be available. Check the boxes as required (go to Validation Rules for more information).
• Selected language - in the event the survey is multi-lingual, select the survey language version to be exported.
• Text in Question Labels - select the text you wish to be included as the question labels. The options are the question ID, only the title, only the question text, or both the question title and text.
• Text in Answer Element Labels - allows you 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 when exporting survey data or when generating a Survey Data Template which can be used for a survey data export. The content of the Question label depends on the Text in Question Labels setting, which allows you to specify whether you want the Question ID, Question text, Question title or Question text and Title exported. Select the text you wish to be included as the answer labels. The options are:
• Answer (Question Label) - the question label is placed after the answer element.
• Question Label (Answer) - the answer element is placed after the question label.
• Answer - only the answer element.

Note: The Text in Answer Element Labels property will be grayed out if the Text in Question Lapels property is set to Question ID.

Relative Date Filter

The Relative date filter allows you to export data from different time intervals relative to the scheduled export time. This is useful when data exports are run as recurring tasks.

For example. If a task is set to run every Monday at 00:01, and you want to export data from the last month, you can set up the export task with these "relative" settings:

• Interval start:
• Months = 1.
• Days = (not specified).
• Hours = (not specified).
• Minutes = (not specified).
• Interval end:
• Months = (not specified).
• Days = (not specified).
• Hours = (not specified).
• Minutes = (not specified).

A more complex example could be:

Let us assume that a data export has been scheduled to run at a specific time N, and the user wants to receive data for an interval:

• Start = N - (2 months + 3 days)
• End = N - (1 month + 5 hours + 30 minutes)

The interval length will be as follows:

(2 months + 3 days) - (1 months + 5 hours + 30 minutes) = (1 months + 2 days + 18 hours + 30 minutes).

To perform a data export for the above-mentioned interval, enter the following specifications in export properties:

• Interval start:
• Months = 2.
• Days = 3.
• Hours = (not specified).
• Minutes = (not specified).
• Interval end:
• Months = 1.
• Days = (not specified).
• Hours = 5.
• Minutes = 30.

Note: When the source is a survey database the Relative Date filter is based on Interview Start, while for a Respondent database it is based on the system variable CreatedDate.