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On this page, the flow of data from the contact manager, the form, and the properties of the task can be configured. Task properties can be created or edited here as well.

Properties are data points that characterize tasks. Their values are taken from an attached form. End users may use custom properties to search and filter tasks by them. For instance, a store inspection form is attached to the task, and one of the form questions asks for the store's location. In this case, we can set up a Location property, the value of which will correspond to the answer to the form question about the store location.

Upon clicking on the tab, the Data Flow Editor appears. The editor consists of 3 columns with values for selection. You can use this editor to connect fields from the contact manager to the corresponding questions in the form and the task properties created by you.

In order to setup the Data Flow functionality for selected Data Definition you will need to:

  1. Select a field from the Contact Manager column.
  2. Indicate the data flow direction between columns. It can be chosen by means of the arrows located between the columns.

     Click here for more details:
    • After the form is completed, data from the form overwrites contact manager data.
    • Form will be pre-populated with data from the contact manager.
    • Data flows in both directions.
  3. Select a question and/or answer (depending on the question type) from the form attached to the task definition in the Form column. Note that data flow direction between the second and the third column is already set. That is because properties are taken from a form.

    Mapping between the form questions and the task custom properties can only be applied to the following question/answer types: Single Line(answer options), Pick One or 'Other'(entire question), Dropdown(entire question), Numeric Allocation(answer options), Object Lookup, File Upload.


  4. The Task Definition column shows the list of custom properties that have been created for the current task definition and that are not currently used in mappings. To add a new property, input its name in the text box and click on Add. To add several properties at once, click Add -> Add multiple. To edit or delete a property, click on the corresponding icon next to it.

     Click here for more details:
    • a column in the contact manager and a question or;
    • a question and a custom property or;
    • a value in each of the three columns.

    You can also search the contact manager columns and the form items for values that contain certain text by typing this text into Search box located above the columns.

    If you delete a property used in filters for permissions, the permissions where the property was used will become invalid. If the property being deleted was used in saved task filter in Admin Task Management, the filter will also lose validity.

  5. The Overwrite with empty values checkbox is used if respondents leave a question unanswered and you prefer deleting data from the appropriate field in the contact manager so that it is left blank.

  6. After you have selected values and chosen data flow direction, click the Apply Mapping button.

The Data Flows section contains a table with all the fields used in the mappings and all the data mappings created.

 Click here for more details:

 

 

The Properties & Data Flow tab becomes active when a form is attached to the task definition, and responsible parties have been selected.