Hi, I work for a university and our computing group would like to send out a "checklist" asking all faculty and staff to confirm all the documented computer & printing equipment in their possession. In turn, faculty/staff need to confirm (by reviewing and submitting their survey) that their relative listing is correct, and if not, provide the correct info. They would like to perform this on a yearly basis. I have researched this extensively on the community and the closest thing I was about to find was a question by bfaser "Using a survey to create checklist" https://www.qualtrics.com/community/discussion/comment/3988#Comment_3988. All the information is provided by the computing group and will reside in the my contact panel (Name, email, computer 1, computer 2, printer 2, printer 2, etc). I will use embedded data fields (at the beginning of the flow) to pull out the information (comp 1, comp 2, etc), I want to be able to just pipe the relative equipment to a contact, e.g., Mary Jones has only 1 computer and 1 printer and I can't figure out what I need to do to provide only the relative equipment info without doing a "blanket" insertion of piped text for all of the possible equipment options on the survey page. Any help or contribution would be greatly appreciated! Rosemarie

@RoseL i know this is tedious to set up but putting in the work now will payoff long term. The simplest way I can think to do this:Survey Flow:* Embedded Data* Survey block* Set embedded data values according to Q1* BRANCH LOGIC: IF Q2="Yes" -> Survey Block 2 & Set embedded data to Q2Survey Block 1:* Q1: all fields with default text of piped embedded data value (allow to write over), add display logic to only show a field if the embedded data value is not empty* Q2: do you have any equipment not listed above? Y/NSurvey Block 2:* Q3: Carry Forward Q1, make sure it displays all possible fields and add a field for comments (in case you don't have enough space holders for the equipment)Add a Contact List Trigger that sets the contact to the embedded data value.Some helpful pages:Contact list trigger: https://www.qualtrics.com/support/survey-platform/survey-module/survey-tools/contact-list-triggers/Branch logic: https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/branch-logic/Display logic: https://www.qualtrics.com/support/survey-platform/survey-module/question-options/display-logic/Default Values: https://www.qualtrics.com/support/survey-platform/survey-module/question-options/add-default-choices/

@RoseL you will have to reformat the file. If you are comfortable in Excel, I suggest you do the following steps to get you there a little more efficiently (I still haven't found a great way to do this but it's the best I've gotten to so far).1. Run a pivot table to get two columns: email; count email (this will give you the range of columns you need)2. Sort your file by email.3. Use the following to help you pull together the relevant information into one record*Assuming your file is Column A = email and Column B = item*_This will pull over the second item:_ In column C -> "=if(exact(A1,A2),B2,"")"* _This will pull over the third item:_ In column D -> "=if(exact(A1,A3),B3,"")"* _This will pull over the fourth item:_ In column E -> "=if(exact(A1,A4),B4,"")"* _This will pull over the fifth item:_ In column F -> "=if(exact(A1,A5),B5,"")"* _This will pull over the sixth item:_ In column G -> "=if(exact(A1,A6),B6,"")"You've just compressed your file into one row per record.4. If everything has a second item, then you can sort by column C and all the blanks will group together. You can delete that chunk to dedupe your file.

How to only show relative panel details related to a contact in a panel in a survey

How to only show relative panel details related to a contact in a panel in a survey | Experience Community

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