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Transform Data Workflow

  • June 16, 2026
  • 1 reply
  • 5 views
V
Level 1 ●
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Specifically for employee experience has anyone tried setting up a workflow where you can select a survey at any point have the workflow remove certain identifying fields like employee name, email, etc.. Then once those fields are removed sent to an SFTP? We are trying to figure out an easy way send survey data to our other systems without having to manually export and edit the file each time. 

1 reply

vgayraud
QPN Level 7 ●●●●●●●
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  • vgayraud
  • QPN Level 7 ●●●●●●●
  • June 17, 2026

Hi,

Unless I’m missing something, you can do this with a scheduled workflow containing an Extract Responses from a Survey Task (in which you can select which fields you want to extract) followed by a Load Data into SFTP Task. Add a data transformation task (Transform Task or Redact and Substitute Data Task) in between if you need to export something more customized or fix the columns order.

This will produce incremental exports (each run exporting new records since the previous run). Creating a copy of the workflow will allow you to extract all records.

You can also use the Survey Responses Export Import/Export API if you want more control and are not limited to workflows.

Vincent Gayraud - https://www.linkedin.com/in/vincent-gayraud-790344116/
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