Hello, I have a use case wherein I need to pull multiple contacts from the XM Directory and show them in a tabular format. For eg. I have multiple owners with their employee details within XM Directory list and I am sending survey to the owners to check if the information of their employees is correct or not, if not I also want them to update the information and which should reflect in XM Directory too.
My Question here, is there a way Qualtrics can check for same company id and get the information of all the people with similar ids in a tabular format.
Here there are multiple owner and multiple (upto 50) employees per owner in same list.
Any help would be great!
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Get multiple contacts information from the XM Directory
+46Best answer by mklubeck
So you could have 200 rows. One for each company. And then your employees for each would be Employee1 - Employee50.
That would allow you to pull in the proper data and display...and you could use display logic to not show empty fields.
You can use Actions --> Contact List to update based on answers given.
+8The way I've been able to do this is to create a FLAT file of the data in a contact list. I have "company name", "company ID", then "Employee1 Name", "Employee1 Email", "Employee1 etc...as many as needed", then "Employee2 Name..."
The idea is that each row is a company with ALL employees. Even if there are 50.
I also include a field "Number of Employees" - that way I can do a loop & Merge Or just display logic, but know how many to show.
Happy to work through it with you if you like.
+46Hello mklubeck thankyou for your response but the issue is that it isn't a flat file it consists of 1000's of records already and changing it to such a file would be a task, but I would like to understand the workaround to your method if we can meet on a zoom call ?
Also will this method show all the information at once or it would run in a loop because I want them to show all information and then give them a chance to select which they want to update below is the table I would like the information in that manner if that's possible.
+8happy to zoom, but 1,000s may make it not worth the effort? 100 I would do though. How many companies are you dealing with? What's the max number of employees for each?
If you know the company, you could have a contact list with all of the employees in the format you showed. How are you finding out the company name/ID? Are you using a drop down for that?
+46Thankyou for response I understood your method so I think zoom won't be needed.
Also there are approx 200 companies with around 50 employees each , regarding the company id I am sending them individual links so that would be better to like find and sort from the list.
+8So you could have 200 rows. One for each company. And then your employees for each would be Employee1 - Employee50.
That would allow you to pull in the proper data and display...and you could use display logic to not show empty fields.
You can use Actions --> Contact List to update based on answers given.
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