Assigning set of values to choices based on data | XM Community
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Assigning set of values to choices based on data

S
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Quite new to Qualtrics, but I've searched around and can't find an answer for this.
In my survey, one of the first questions is selecting a name from a drop-down. When this is done, I would like to set three predetermined values in the survey data based on the name (e.g. by selecting a particular name, fields A B C would be populated with values X Y Z and so forth) for further data analysis after the survey.
This would be relatively simple to do through survey flow, branching and embedded data, were it just one value, and I have tested that it indeed works well (if name is John, set embedded data A = X, B = Y and C = Z - repeat for all names with their corresponding set of values).
The issue is that I have 20+ choices in this question (with possibly more to come), and each choice corresponds to a different combination of three fields. Were I to do this manually, it would result in 20+ branches from that one question.
Is there a way for me to do this mapping of values in a simpler way? The 'Add from Contacts' option doesn't work, as I don't have any contacts nor the option to create them. I imported the Excel spreadsheet into Qualtrics but cannot find a way to use the data in the survey flow to assign values to names.
Apologies if the explanation is not clear enough, I'll try to clarify if necessary.

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Best answer by CarolK 2 June 2022, 15:40

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5 replies

C
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Userlevel 4
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Hi sjoel ,
Just trying to understand the query here, how are you planning to distribute the survey?
Is it anonymous survey or you are rolling out through emails.

S
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Hi,
the survey will be distributed through an anonymous link. Choosing a name is simply choosing a person to evaluate, and the idea is to have the survey data enriched by certain attributes related to each person.

CarolK
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Userlevel 7
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Based on your use case, I am thinking the survey flow method may be the best option available. I realize that is cumbersome of course.
I would consider throwing the entire process inside a "Group" step (so that you can collapse them when you're done, to make it easier to navigate other portions of your survey flow) -- and of course Duplicate/Edit will be helpful to you here rather than building each step individually.
I'll be interested if someone else has a better solution, though.

Carol, Sr Researcher at Coax Insights Inc
Tom_1842
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Userlevel 7
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Hi there, I think I would also go the Survey Flow route here. I've also used a version of the below in the past, setting Embedded Data with JS on page submit based on a question selection. Adding the below to the bottom of the question's JS, updating the embedded data field as needed once it is set at the top of the Survey Flow:
Qualtrics.SurveyEngine.addOnPageSubmit(function (type) { // To record the selection when the page is submitted

if (type == "next") {

var selChoice = this.getSelectedChoices();

      // Set Embedded Data
       
if (selChoice == 1) {
Qualtrics.SurveyEngine.setEmbeddedData("TESTfield", "1")};

if (selChoice == 2) {
Qualtrics.SurveyEngine.setEmbeddedData("TESTfield", "2")};

if (selChoice == 3) {
Qualtrics.SurveyEngine.setEmbeddedData("TESTfield", "3")};

if (selChoice == 4) {
Qualtrics.SurveyEngine.setEmbeddedData("TESTfield", "4")};

}
});

S
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Thanks Carol and Tom for the input!
Ended up doing this through Survey Flow and it worked just fine with a bit of manual work. I had initially overlooked the Group step, so that was helpful in making the flow a bit tidier.
I could also see the JS method being useful for similar applications, so I'll most definitely keep that in mind.

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