Manually update demographics for a published project
When a project is published, it captures the current datasource data to which its connected. Any modifications to the datasource after a project is published (or expired) does not update the datasource data for that project unless the project is manually updated or if the project is configured for automatic update using automatic field synchronization.
When a datasource has changed, by adding or removing fields, Manage - Fields can be used to update all fields, or only selected fields, from the revised datasource for a published or expired project.
Manage - Fields allows you to decide which additional demographic fields to use in your project. Once a field has been included in the project, it can be used in demographic filters for reports and can be exported alongside the response data.
Note that the published project must be a non-confidential or flexible confidential project.
- For published projects with confidentiality, specific subject or rater fields can be selected or removed.
- For published projects that are not confidential, the subject or rater fields are all selected by default.
When updating data, all previously gathered demographics for the selected fields will be overwritten by the current demographic information.
When you add a field, unless you click Update Data, only the new responses gathered will include the associated demographics. When removing fields, the data already gathered will be discarded.
Synchronize subject fields
Manage a published or expired project. Select the Fields tab, Synchronize Subject Field will open.
- Select a datasource from the drop-down list.
- Select a field in the Available fields with your mouse and use the arrow buttons to move the selected field(s) in and out of the Project fields. Hold down the CTRL-key to select multiple fields, or use Add All and Remove All.
- Click Confirm to apply these field settings for the selected datasource.
- Click Update Data to update just the fields that are checked, or click Update All Data to update all fields.
Each datasource must be updated one at a time.
The restrictions for adding, removing or updating fields in a subject datasource is shown in the table below:
Synchronize rater fields
Manage a published or expired project. Select the Fields tab, Synchronize Subject Field will open. Then select Synchronize Rater Field.
- Select a datasource from the drop-down list.
- Select a field in the Available fields with your mouse and use the arrow buttons to move the selected field(s) in and out of the Project fields. Hold down the CTRL-key to select multiple fields, or use Add All and Remove All.
- Click Confirm to apply these field settings for the selected datasource.
- Click Update Data to update just the fields that are checked, or click Update All Data to update all fields.
Each datasource must be updated one at a time.
The restrictions for adding, removing or updating fields in a rater datasource is shown in the table below:
InAdd a question report block
InReport blocks
InManage data
InResponses
InResponses