CSV file structure

Column name

Possible values

Description

Validation

Index

Integer number and integer number separated by a period

The column value corresponds to the number of questions and answer options: 

• Questions have the integer number as an index;

• The answer option has the question index number and the positional number of the answer option in the question, separated by a period.

The column will be ignored by the system while importing the CSV file.

Type

• FNAME

• FTITLE

• FNOTES

• HEADER

• PICK_ONE_NO_OTHER

• PICK_ONE_WITH_OTHER

• PICK_ONE_WITH_COMMENT

• CHECKALL_NO_OTHER

• CHECKALL_WITH_OTHER

• DROPDOWN

• LISTBOX

• SINGLE_LINE

• MULTI_LINE

• 3D_MATRIX

• RANK_GRID_INDEPENDENT

• RANK_GRID_DEPENDENT

• NUMERIC_ALLOCATION

• LOOKUP

• MULTIPLE_LOOKUP

• UPLOAD_FILE

• COMPARE

• PAGE_BREAK

This column should be used first in the header row to describe the question type. Each new row corresponds to a new question starting with the Type value:

FNAME: form's name; the name itself should be indicated in the Name column.

FTITLE: form's title; the title should be indicated in the Name column

FNOTES: internal form notes; the notes should be indicated in the Name column

HEADER: section header

PICK_ONE_NO_OTHER: pick one with no 'other' option (see the Atype column name for more info)

PICK_ONE_WITH_OTHER: pick one or 'other' (see the Atype column name for more info)

PICK_ONE_WITH_COMMENT: pick one with 'comment' (see the Atype column name for more info)

CHECKALL_NO_OTHER: check all with no 'other' option (see the Atype column name for more info)

CHECKALL_WITH_OTHER: check all with 'other' option (see the Atype column name for more info)

DROPDOWN: dropdown box

LISTBOX: list box

SINGLE_LINE: single-line text

MULTI_LINE: multi-line text

3D_MATRIX: 3D matrix

RANK_GRID_INDEPENDENT: rate different items along the scale

RANK_GRID_DEPENDENT: rate different items along the scale with the Absolute rank enabled

NUMERIC_ALLOCATION: numeric allocation

LOOKUP: object lookup

MULTIPLE_LOOKUP: multiple object lookup

UPLOAD_FILE: file upload

COMPARE: compare one against another

PAGE_BREAK: sets new page; no question or answer option names are required for this type; any values in other columns for this row will be ignored

The Type column is mandatory and only the values listed can be used;

FNAME is required for the form to be created and may be used only once, should be written as the second row in a CSV file (after the header row), and the name itself should be indicated in the Name column;

FTITLE is optional; however, if used, should be placed in the next row after the FNAME and may be used only once; the title itself should be indicated in the Name column;

FNOTES is optional, if used, should be placed in the next row after the FTITLE, or after the FNAME if no FTITLE is used, may be used only once; the notes should be indicated in the Name column;

Name

Any value can be used.

This column value corresponds to the question name (or text) and supports HTML tags, piping, and application tags. If nothing is specified in this column, the question name will be blank.

The Name column is mandatory for FNAME, FTITLE and FNOTES column types and may not exceed the number of symbols allowed by our platform.

Identifier

Any value can be used

This column value corresponds to identifiers used in our forms. Question identifiers should be listed in the same row with question types and name, answer identifiers should be listed in the same row with corresponding answer options

See the identifiers page for more info about validation rules

Aname

Any value can be used

the 'Total' value is to be used with the numeric allocation question type, calculating totals 

The answer option label should be placed on the next row after the question name. Answer option labels supports HTML tags, piping and application tags.

This column is mandatory except for: HEADER, SINGLE_LINE, MULTI_LINE, 3D_MATRIX, RANK_GRID_INDEPENDENT, RANK_GRID_DEPENDENT, UPLOAD_FILE, FNAME, FTITLE, FNOTES, PAGE_BREAK

The Aname column may not exceed the number of symbols allowed by our platform.

The 'Total' value should be used together with the Atype column value.

Atype

Other

Comment

Total

Label

Indicates the type of answer option for such options as:

• Other - in pick one with other questions

• Comment - in pick one with comment

• Total - in numeric allocation

• Label - selection field label in Object lookup and Multiple object lookup questions

Format

• General

• $ or 'dollar'

• £ or 'pound'

• € or 'euro'

• MM/dd/yyyy

• dd/MM/yyyy

• MM-dd-yyyy

• yyyy-MM-dd

• Decimal

• Email

• Integer+

• Integer

• % or 'percent'

• Postcode

• SSN

• Zip

• 'ID|###'

• Condition for Numeric allocation:

• total

  • >=x and <=y

    • =x

    • >=x

    • <=y

This column is used to indicate the answer options' format in the Single Line and the Numeric Allocation question types. 

Weight

LookupTable

DM|ID

DM ID|viewID

CM|ID

CM|ID|viewID

This column is used only with the Object Lookup and the Multiple Lookup question types and will be ignored if used with other question types. The possible values indicate the Data Models (DM) and Contact Managers (CM) together with their ID's used.

ScaleID

Only numeric values allowed

This column is used only for importing 2 question types: 

• 3D matrix;

• Rate different items along the scale.

Cases for failed validation:

• unrecognized value

• more than 1 value per question is indicated

Use this column to create scale in the same document and reference it by an ID number in the next tab within the same document.

CalcValue

'Text|Expression' 'Number|Expression'

'Text' and 'Number' are case sensitive.

Hide

True

False

blank

Corresponds to the functionality of the Hide checkbox on the questions page of the form; hides a question in a form (hide in the form structure) if set to True.

False or blank will leave the question to its default state (disable this option).

MustAnswer

MUST

ALLOW_SKIP

SKIP_WITH_ALERT

COND_MUST_ANSW

ANSW_OPTIONS

ALL_FIELDS

ANY_ROW

ALL_ROWS

N_ROWS

CERT_NUMBER

Following values may be applied to various question types, except for Section Header (HEADER).

These values apply to any question type.

MUST: Must answer

ALLOW_SKIP: Allow to skip

SKIP_WITH_ALERT: Skip with alert

COND_MUST_ANSW: Conditional must answer 

These values apply to some of the question types.

ANSW_OPTIONS: Mandatory answer options. ,Also a value 'MUST' should be placed beside each corresponding answer option in the same column (MustAnswer).

   Works with:   - Single line   - 3D Matrix   - Rate different   - File Upload 

• ALL_FIELDS: Must answer all fields.

   Works with: 3D Matrix

ANY_ROW: Answer any rows

•    Works with: Rate different

ALL_ROWS: Must answer all rows

•    Works with:

•    - 3D Matrix

•    - Rate different

N_ROWS: Must answer N rows

   Works with: Rate different

CERT_NUMBER: Respondent must check N answer choices.

   Works with:    - Check all   - List box   - Multiple object lookup

MustAnswer column should be empty for HEADER type questions.

MustAnswerLogic

'MustAnswerLogic' will accept different parameters depending on the value in the 'MustAnswer' column.

COND_MUST_ANSW  

•    Qid

•    Aid

•   Qx.Ay

Logical operators allowed: AND, OR, NOT 

N_ROWS
   numeric input

CERT_NUMBER   >=x and <=y
   =x
   >=x
   <=y

Value in this column is mandatory for:

•    COND_MUST_ANSW

•    N_ROWS
     CERT_NUMBER

COND_MUST_ANSW  validation rules

• Identifier for a question (Qid) or an answer option (Aid) should correspond any existing identifier indicated for the question record within the csv file.

• Input for logical operators is case insensitive

• Space is required between question reference and logical operator

N_ROWS validation rules

Whole number, greater than 0 and less than the total number of rows in the question. 

CERT_NUMBER validation rules

• x or y value should be less than or equal to the total number of answer options in a question.

INTERNALID

6 unique within the form digit number

The column is filled with a system ID for existing questions and answers.

The column serves as a marker for what kind of a system should apply to a particular question or answer.

All form questions or answer options that don’t have the Internal ID will be created as new additional questions and answer options in the form.

• ID value should correspond to the internal ID of a question or answer option created in the form updated OR should be null;

• Duplicated IDs are not allowed.

The column is not mandatory in the file structure.

If a question or answer has an empty value in the INTERNALID column it means that the system should create a new element in a form. 

Alternatively, if the INTERNALID column has a valid ID for any existing question or answers it means that the system should validate and modify such question/answer according to the file structure.