Batch Create & Edit Prompts - Prompt Import Source Format

While it can often be most efficient to manage prompts individually, Slate also allows for the batch management of prompts. This functionality can be especially useful when working with longer prompt lists like 'Academic Interest.'

Use the prompt management batch process to:

  • Insert new prompts
  • Edit existing prompts

Important!

We strongly recommend uploading prompts in batch to a test environment first. Since minor errors can be compounded when working in batch, it is important to double check your work before committing to an import.

Activate the Prompt Import Format

First, activate the prompt import source format. Adding this format will allow you to use the Upload Dataset module to batch manage your prompts. 

  1. Click Database in the top navigation bar and select Source Format Library.
  2. Add 'Prompt Import (Excel)'.

Do Not edit the Source Format:

  • Remap as of Date - Leave this field blank
  • Remap Active - Leave this set to Inactive 
Add New Prompts
You may add new prompts via an Excel document. For example, if you need to add additional prompts to your academic interest list, you may add new rows to your existing Excel document which includes existing Prompts and provide configuration settings:

new_prompts.png

  What columns must be included?

In order to add a new prompt, you must provide a value for the following columns: Key, Value, and Active (Active = 1, Inactive = 0). You may include values for other columns as well. Leave the ID column blank when adding new prompt values to your spreadsheet. This lets Slate know which new prompt values to add from the spreadsheet. The value of the Key must not exceed 32 characters.

Download and Edit Existing Prompts

Download Existing Prompts

Download current prompts into the required Excel format using the Standard Query Library.

  1. Click Database in the top navigation bar and select Standard Query Library.
  2. Select the Current Prompt List query.
    • The Results screen will display all prompts (including precise configurations) that are currently stored in Slate.
  3. Select Download to Excel in the top right hand corner
    • Each column of the Excel file corresponds with a prompt configuration setting.

Edit Existing Prompts

You may edit existing prompt values in your Excel document. For example, if you need to add Export values to all the prompts with the key of 'academic_interest', you may add that data to your Excel document:

existing_prompts.png

Don’t Edit the ID!

When you upload your edits, Slate will use the ID column to match your data with the existing prompt. You may edit any other columns.

Upload Changes

Upload your Excel file using the Upload Dataset module (Be sure to save the edits you made to your Excel file before uploading your file back into Slate).

  1. Click Database in the top navigation bar and select Upload Dataset.
  2. Enter the following User configurations:
    • File Format - Select the Prompt Import (Excel) format. (This is the format you activated from the Source Format Library.)
    • Add File - Add your Excel file to this area by clicking Add File button or by dragging and dropping your file into the upload box.
    • Upload - After adding your files, click the Upload button.

Slate will import the data and batch update the prompts that have been edited. Slate will also create new prompts for any new data rows added.

  Just Need to Add New Prompts?

Use the blank excel below to add your new prompts (remember to leave the ID column blank) and then upload your file through Upload Dataset.

Important!

Once the import has completed, the Status will update to 'Completed'. This source format is special and does not update person or dataset records, therefore, the Rows Imported value will display 0.

Rest assured that if the import's status is Completed, the data was updated, so be sure to check the Prompts to confirm the changes.

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