Batch Upload | Required Questions in TouchPoints

By default, all questions that are required on a TouchPoint are required in a Batch Upload. However, there are some workarounds if you need to skip data for required fields.

Summary:

• If a question is defaulted to Required on the TouchPoint, it is a required field. It can only be skipped by deleting the column from the Batch Upload template.

• If a question is only Required through conditional logic, Batch Upload does not treat that column as a required field.

1. If a question is required

If a question is required, you can:

• Delete the column for the question out of the TouchPoint Batch Upload template. This will allow you to upload data.

• Temporarily make the question unrequired in Manage TouchPoints.

2. If a question is required by conditional logic

If a question is only required by conditional logic, Batch Upload does not recognize it as a required question.

You can leave the column and data cell blank. Batch Upload will not require this field by default. You can still delete the column from the template if you are not going to upload to this field, but it is not necessary.

3. If a required question is made not required by conditional logic

This question is seen as a required question. Batch Upload will not recognize that the conditional logic unrequired the question.

• Temporarily make the question unrequired in Manage TouchPoints.

• Delete the column for the question out of the TouchPoint Batch Upload template. This will allow you to upload data.

  • If you have some rows of data where the response is needed and others where it would not be needed, you can perform two Batch Uploads, one including the required question and one excluding it.

Recommendation: You can change the question to be unrequired by default and then, within the conditional logic, make it required.

4. If a required question is hidden/shown by conditional logic

This question is seen as a required question. Batch Upload will not recognize that the conditional logic hides the question.

• Temporarily make the question unrequired in Manage TouchPoints.

• Delete the column for the question out of the TouchPoint Batch Upload template. This will allow you to upload data.

  • If you have some rows of data where the response is needed and others where it would not be needed, you can perform two Batch Uploads, one including the required question and one excluding it.

Recommendation: You can change the question to be unrequired by default and then, within the conditional logic, make it required and shown under the conditional rules.