I am trying to create a custom field that indicates if customer left a comment after the NPS question. Our survey auto-captures partial responses, and most survey abandonment takes place before the comment/text input question. Therefore, a large percentage of responses can't be auto-coded within the survey flow.
Is there a way to evaluate the comment/text input question (outside of the survey flow) where CommentField != empty? The closest I can get is an Advanced Filter in our Dashboard, but we need the ability to toggle this filter on/off. (Advanced Filters seem to hardcode the filter to one value.)
Thanks!
Adam
Creating a "Record has comment" filter?
+4
+26Hi Adam_Jermain ,
In the Data & Analysis tab you can filter the results of your data by "Text Field = empty" or "Text Field = is not empty", then export that data. This is how we evaluate text manually for certain regions or department when they just want to read straight verbatims in bulk. Is this helpful?
Thomas
+4Hi ThomasW_IronMountain,
That works for the admins with access to the survey project but we need a similar ability within our reporting dashboard. A large portion of our users do not have access to the survey side of things.
Thanks,
Adam
+26Adam_Jermain ,
So you have Dashboard users that are using the Dashboard to evaluate text fields? I'm still a little fuzzy on the question. I'm thinking you are looking for a way to filter out the responses where the respondent didn't leave text so Dashboard consumers can just evaluate text, is that right? I apologize if I am missing the point.
In case you are trying to filter out the non-text responses, there is a way to do this within the "Response Ticker" widget. Any field that has text in it can be applied within the "Response Ticker" widget, and then there is a toggle where you can "filter out responses that are blank." I can send you more information if I'm on the right track?
Thomas
+4ThomasW_IronMountain,
You're spot on with the need - dashboard users need to be able to look at a list of responses and filter out (or back in) records without comments/text.
The wrinkle with our dashboard is the use of the record grid widget. We need more information displayed in a row than can be shown in a response ticker widget, so the grid is the best option. This widget responds to a dashboard page's filters, so ideally I could create a "has_comment" Y/N filter to control the record grid content.
Hopefully this helps!
Adam
+26Adam_Jermain,
How many responses are you working with? There is an option to create a new field you are talking about "Has_Comment". Then filter using response ids, then populate it with the Y and N for all responses accordingly. This can get a little tedious but its not that difficult. I've done this using a formula in Excel such as :
FIELD NAME: RM ACTIVITY (for you it would be Has_Comment)
ROW 1 FORMULA HERE in Field C2: =B2
ROW 2 FORUMULA HERE in Field C3: =CONCAT(C2,",",B3)
Then you use the Data & Analysis Filters to change all the records to "Y" that have comments and "N" to all those that don't. I think it works up to about 1500 response ids, but it is an Excel limitation based on the number of characters in the field, so it would depend on the length of your unique identifier. Do you have unique response ids or another unique identifier you can work with? 
Another View:
Then once the new "Y" and "N"'s are applied you can use that new field "Has_Comments" to filter the entire dashboard page. Will this work for you?
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