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Transformation rules for form datasets

Apply transformation rules to amend the data in your table-based or summary dataset. To use transformation rules, you must have already created a dataset for your form.

In this article:

Create a transformation rule

  1. Go to the form you wish to edit.
  2. Go to Edit > Edit formsbuilder page.
  3. Select Add/Edit Datasets.
  4. Select the edit button for the relevant dataset:

    Edit dataset

  5. Select Add Transformation Rules.
  6. Select the field in the Rule For drop-down list you wish to apply the rule to.
  7. Choose the rule to apply from the Rule Type drop-down list:

    • REPLACE – replace Source Value with the value of Display in Report As
    • APPEND – insert the value of Display in Report As after Source Value
    • PREPEND – insert the value of Display in Report As before Source Value

    For example, say you want to replace the qualitative rating ‘Very satisfied’ – the highest rating on a scale of four possible ratings – with the number 4. You would choose REPLACE.

  8. In the Source Value box, enter the value of the submission data that you wish to apply the rule to – for example, Very satisfied.
  9. In the Display In Report As box, enter the value you wish to replace, append to or prepend to Source Value depending on the Rule Type you chose – for example, 4.
  10. Select Save Rule.
  11. Select Save Dataset.
  12. Preview your dataset. You can see the original values transformed in the table, depending on the Rule Type you chose:

    Preview transformed data

Edit or delete a transformation rule

  1. Go to the form you wish to edit.
  2. Go to Edit > Edit formsbuilder page.
  3. Select Add/Edit Datasets.

    Edit dataset

  4. Select Transformation Rules.
  5. Select Edit or Delete in the popover window for the particular rule.
  6. If you selected Edit, make the necessary changes to your rule and save it.

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