Is there a way to do a join, as you would in SQL, so that the two datasets can match up in the creation of the vocalize dashboard? Right now, I am mapping those fields into one using the data source settings for the dashboard, but all that is accomplishing is the vocalize equivalent of a SQL union rather than a join.
The relationship between these two datasets is a one-to-many; for every unique response that will be submitted through the survey, there are several matching records in the csv dataset. My goal in vocalize is to use the record table grid widget to display some of the information from the uploaded csv based on a "where clause" of the survey response ID field is not null (i.e. as survey responses are submitted, dashboard users are seeing the relevant records in the table). But I also want information from other fields of the survey joined into those records as well.
I tried playing around with the idea of uploading the csv dataset as a contact list instead, and using an external data reference validation logic in survey flow to pull data from the list and set it as embedded data. But the one-to-many relationship hindered that plan since the survey only writes one row per response. Although, maybe that's still a possibility and I'm just doing it wrong?
As of right now, merging/mapping fields in vocalize seems like my only option to accomplish this, but that method is producing a 'union' rather than a 'join'. If there is someway of identifying key fields between multiple datasets in vocalize, and matching IDs up based on that, that would be perfect. Does anybody know if this is possible?
Thank you!
Best answer by LaurenK
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