Hi XM Community,
I wanted to share a free tool I created to help with Basic Transform Task workflow documentation. Documenting field configurations before environment migrations keeps coming up in community discussions, so hopefully this saves some of you time.
The Challenge: Manually documenting which fields are mapped in the Basic Transform Task is time-consuming, especially when managing multiple workflows or comparing configurations across Dev, Test, and Production environments. You need to track source fields, destination field names, field types, and required status for every row.
The Solution: A browser-based script that extracts your complete Basic Transform Task configuration in seconds:
✓ Source field to destination field name mappings
✓ Field type for every row (Text value, Number, Date, etc.)
✓ Required status captured
✓ Full field names without truncation
✓ Export to CSV, JSON, or clipboard
Watch the demo:
Full step-by-step guide with script: https://piraiai.com/blog/extract-qualtrics-basic-transform-mappings
Key Features:
* Runs entirely in your browser (your data stays with you)
* Extracts source fields, destination names, field types and required status
* Works with all Qualtrics licence types
* Export to CSV for Excel or Google Sheets
Use Cases:
* Workflow documentation and knowledge transfer
* Environment comparison (Dev → Test → Production)
* Audit trails and compliance requirements
* Troubleshooting Basic Transform data issues
* Creating workflow templates
CSV File Exported:
basic_transform_mappings.csv - Index, Required, Source Field, Destination Field Name, Field Type
Hope this helps some of you! Happy to answer any questions about how it works.
