Embedded Data Summing Feature | XM Community
Skip to main content
Solved

Embedded Data Summing Feature

  • March 11, 2025
  • 1 reply
  • 19 views

Forum|alt.badge.img

Ability to add or sum up the embedded data in numbers (e.g. 20+40=60) when you upload the file to Qualtrics directory.

Best answer by vgayraud

Hi,

Not exactly sure what your question is here, but I’ll do my best. :)

If you want to calculate the sum of 2 embedded data fields when you’re manually uploading a contact file, I think you could set up a XM Directory workflow like this:

  1. Triggered by and Experience iD Change event
  2. Code task in which you sum up the fields in javascript
  3. Update XM Directory contacts task to store your code task’s result in a 3rd ED field

If you want to calculate the sum of 2 embedded data fields when you’re importing contacts via a workflow (via an Extract from sFTP task for example), you can add a Basic Transform Task to perform operations on your file’s numerical fields before adding the contacts to the XM Directory.

View original

1 reply

vgayraud
QPN Level 5 ●●●●●
Forum|alt.badge.img+48
  • QPN Level 5 ●●●●●
  • 361 replies
  • Answer
  • March 11, 2025

Hi,

Not exactly sure what your question is here, but I’ll do my best. :)

If you want to calculate the sum of 2 embedded data fields when you’re manually uploading a contact file, I think you could set up a XM Directory workflow like this:

  1. Triggered by and Experience iD Change event
  2. Code task in which you sum up the fields in javascript
  3. Update XM Directory contacts task to store your code task’s result in a 3rd ED field

If you want to calculate the sum of 2 embedded data fields when you’re importing contacts via a workflow (via an Extract from sFTP task for example), you can add a Basic Transform Task to perform operations on your file’s numerical fields before adding the contacts to the XM Directory.


Leave a Reply