In this article
1: Data Templates Overview
The Data Templates functionality enables you to create export templates directly within the Survey Designer interface via the Data menu of any launched survey. You can then export the survey data via the Overview menu. You can also use these templates to specify which columns are to be presented in the Respondent and Response views in the Data View tab.
For exporting templates, the following capabilities are available:
You can select required variables from the drag and drop user interface.
You can order the selected variables within the interface.
You can access survey loops.
You can duplicate templates within the same survey.
You can create flattened templates.
The following limitations apply:
The system does not manage specific column position within fixed-width formats, but will maintain the order as designed in the editor. Support for fixing positions are under development.
It is not possible to share templates across different surveys in the user interface, But you can manually copy CDL between surveys and update the survey reference.
The Data Templates list is shown in the example below:
To the right of the template, there are buttons for
1 Editing
2 Duplicating
3 Additional Items menu icon (you can delete a template from here).
2: Creating a New Export Template
2.1: Accessing the Data Templates Wizard
Open the survey and click "Data" in the top ribbon.
In the left column, click the Data Templates icon.
Click the Create New Template button.
From here you can create one of the following: