How can I link two different sets of names to the same set of options using the cascading feature?

aparajita_pat · September 25, 2024, 12:03pm

list name	name	label	Name_of_mentor_filter
zu7in43	avaniya	Avaniya	dhaval_dave
zu7in43	ukharala	Ukharala	dhaval_dave
zu7in43	avaniya_1	Avaniya	mehul_padaya
zu7in43	ukharala_1	Ukharala	mehul_padaya
zu7in42	bambhaniya	Bambhaniya	vijay_parmar
zu7in43	bambhaniya_1	Bambhaniya	hetal_kher
zu7in42	budhana	Budhana	rahul_prabtani
zu7in43	budhana_1	Budhana	shaileshkumar_mehta
zu7in42	dhundhsar	Dhundhsar	gautam_pandya
zu7in43	dhundhsar_1	Dhundhsar	bhoomikaben_jani
zu7in42	dudhala_2	Dudhala 2	hetal_bhoot
zu7in43	dudhala_2_1	Dudhala 2	hiralba_hada
zu7in43	dundas	Dundas	hetal_bhoot
zu7in43	dundas_1	Dundas	hiralba_hada
zu7in42	jambala	Jambala	gautam_pandya
zu7in43	jambala_1	Jambala	bhoomikaben_jani
zu7in42	kanad	Kanad	jalpa_maniya
zu7in43	kanad_1	Kanad	rahul_vyas
zu7in42	kankot	Kankot	alpesh_hirani
zu7in43	kankot_1	Kankot	mamta_baraiya
zu7in42	khari	Khari	rahul_prabtani
zu7in43	khari_1	Khari	shaileshkumar_mehta
zu7in42	khatadi	Khatadi	manisha_parmar
zu7in43	khatadi_1	Khatadi	mital_patel
zu7in42	lakhanka__vall	Lakhanka (Vall)	jalpa_maniya
zu7in43	lakhanka__vall_1	Lakhanka (Vall)	rahul_vyas
zu7in42	moda	Moda	vijay_parmar
zu7in43	moda_1	Moda	hetal_kher
zu7in42	monpur	Monpur	dipmala_mori
zu7in43	monpur_1	Monpur	ashaben_malvaniya
zu7in42	nesvad	Nesvad	manisha_parmar
zu7in43	nesvad_1	Nesvad	mital_patel
zu7in42	shahpur	Shahpur	dipmala_mori
zu7in43	shahpur_1	Shahpur	ashaben_malvaniya
zu7in43	trambak	Trambak	alpesh_hirani
zu7in44	trambak_1	Trambak	mamta_baraiya
zu7in43	vallabhipur__2	Vallabhipur- 2	trilok_bhatt
zu7in43	vallabhipur__2_1	Vallabhipur- 2	parulben_chaudhari
zu7in42	vallabhipur___3	Vallabhipur - 3	trilok_bhatt
zu7in43	vallabhipur___3_1	Vallabhipur - 3	parulben_chaudhari

For Example, I need the users to select their names and link it to the health facilities they are assigned. So that as soon as they select their name, the next question only displays the facilities they have been assigned.
Also, the mentors are in a pair, i.e. the mentor pair - Person A and Person B will both be assigned the same facilities. Need to understand how can I execute this through cascading feature. (Also attaching my XLS snip for the same).

Also attaching the survey sheet

label	required	appearance	parameters	choice_filter


Name of the Mentor	true	autocomplete	randomize=true
Name of the facility	true	minimal		Name_of_the_Mentorfilter=${Name_of_the_Mentor}
Touchpoint	true	horizontal
Date of Visit	true
Time of reaching	true
Time of leaving	true
Mentees present during the session (Please select all the mentees who attended this session)	true	minimal		Name_of_the_facilityfilter=${Name_of_the_facility} and Name_of_the_facilityfilter=${Name_of_the_facility}
Mentees absent during the session (Please select all the mentees who did NOT attend this session)	true	minimal		Name_of_the_facilityfilter=${Name_of_the_facility} and Name_of_the_facilityfilter=${Name_of_the_facility}
Add group pictures of activities conducted during the touchpoints (Picture 1)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 2)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 3)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 4)	false		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 5)	false		max-pixels=1024

Further each facility is linked to the names of the team present in it, in the next set of questions. This part I have been able to achieve.

Kal_Lam · September 27, 2024, 8:10am

Welcome to the community, @aparajita_pat!

So if I understand your first query, it should be able to cascade the name and the health facility.

You will also need to elaborate on this point so that the community should be able to help you out.

nick468jr · October 3, 2024, 4:25am

Maxim Time Clock

For Example, I need the users to select their names and link it to the health facilities they are assigned. So that as soon as they select their name, the next question only displays the facilities they have been assigned.
Also, the mentors are in a pair, i.e. the mentor pair - Person A and Person B will both be assigned the same facilities. Need to understand how can I execute this through cascading feature. (Also attaching my XLS snip for the same).

Also attaching the survey sheet

label	required	appearance	parameters	choice_filter


Name of the Mentor	true	autocomplete	randomize=true
Name of the facility	true	minimal		Name_of_the_Mentorfilter=${Name_of_the_Mentor}
Touchpoint	true	horizontal
Date of Visit	true
Time of reaching	true
Time of leaving	true
Mentees present during the session (Please select all the mentees who attended this session)	true	minimal		Name_of_the_facilityfilter=${Name_of_the_facility} and Name_of_the_facilityfilter=${Name_of_the_facility}
Mentees absent during the session (Please select all the mentees who did NOT attend this session)	true	minimal		Name_of_the_facilityfilter=${Name_of_the_facility} and Name_of_the_facilityfilter=${Name_of_the_facility}
Add group pictures of activities conducted during the touchpoints (Picture 1)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 2)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 3)	true		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 4)	false		max-pixels=1024
Add group pictures of activities conducted during the touchpoints (Picture 5)	false		max-pixels=1024

Further each facility is linked to the names of the team present in it, in the next set of questions. This part I have been able to achieve.
[/quote]

Hello,

To create a cascading feature for your survey, linking users to their assigned health facilities based on their mentor, you can follow these steps:

Step-by-Step Implementation
Data Structure Setup: Ensure your data is structured correctly in your XLS file. It appears you have a mapping of mentors to facilities, which is good. You need to ensure each mentor is linked to their respective facilities clearly.

Dropdown for Mentors:

Use an autocomplete dropdown for the “Name of the Mentor.” This allows users to select their name easily.
Cascading Dropdown for Facilities:

Once a mentor is selected, the next dropdown for “Name of the Facility” should filter options based on the selected mentor.
In your survey software, you can usually set a filter based on the previous selection. For instance, the “Name of the Facility” question could have a filter that only shows facilities linked to the selected mentor.
Implementation Example:

For the “Name of the Mentor” question, you will have something like: label: Name of the Mentor
required: true
appearance: autocomplete
parameters:
For the “Name of the Facility” question, the filtering might look like this: label: Name of the Facility
required: true
appearance: minimal
parameters: Name_of_the_Mentorfilter=${Name_of_the_Mentor}
Filtering Mentees:

For the “Mentees present during the session” and “Mentees absent during the session,” you should set filters to show only the mentees associated with the selected facility: parameters: Name_of_the_facilityfilter=${Name_of_the_Facility}
Linking Facilities to Team Members:

You mentioned you have already achieved linking facilities to team members. Ensure that the filtering is consistent throughout your survey.

hope that helps!