Analysis filters: modify a value retroactively
Emilie Roze avatar
Written by Emilie Roze
Updated over a week ago

Over time, your organization may evolve, with department names changing and teams merging. Don't panic, there's a solution to respond to these adjustments by renaming the values recorded on the platform.

Thanks to this functionality, the changes made will be taken into account not only on your new surveys, but also on those in progress or completed. The results of your old surveys will therefore be adapted to the new, freshly updated values.

❗️Just a reminder❗️: Defining your analysis filters when building your database is an essential step. This enables you to group your collaborators together to analyze your survey results from different angles, to configure the recipients of your campaigns and also to allocate access to targeted populations.

📍 Also, keep in mind that modifications are done value by value, so modifying numerous values can be a complicated task.

When & how to use this feature?

This feature can be very useful for :

  • correct typographical errors (capitalization, misspelling, etc.)

  • update an error in your database,

  • change the name of a value,

  • merge teams

When you decide to do this, the new value is updated retroactively, overwriting the previous value. It will then be deleted, and only the new value will be retained by the platform.

There are two possibilities for renaming a filter value: with a value already existing in the platform or with a completely new value.

CASE NUMBER 1: Merge teams / Delete duplicates

For example, on your account, there are 2 values on the platform for the sales department: "COMMERCIAL" and "DEPARTMENT COMMERCIAL". You have employees attached to these two values, but you want to keep ONLY the COMMERCIAL value.

To do this, go to the Teams > Analysis filters menu; click on the edit icon for the filter concerned, "SERVICE" in our example, and scroll down the window to the "RENAME A FILTER VALUE" option.

In the first field, choose from the drop-down list the value to be modified, i.e. COMMERCIAL DEPARTMENT, and in the second field enter the value COMMERCIAL.

Renommer filtre analyse 🇬🇧2.gif

WARNING: for this to be taken into account as an existing value in the platform, the value must be entered using the correct spelling and typography (upper case, lower case, etc.).

If you rename the value "COMMERCIAL DEPARTMENT" to "COMMERCIAL", then :

  • all collaborators entered with the value "COMMERCIAL DEPARTMENT" will have the new value "COMMERCIAL".

  • the value "DEPARTEMENT COMMERCIAL" will disappear from the analysis filters, as all past results associated with this value will now be associated with the value "COMMERCIAL". The two entities will therefore merge together.

  • the COMMERCIAL value (written in this way) will be saved by the platform and automatically prioritized for future imports.

  • Access rights for Results Readers and Team Viewers will also be automatically updated with the new value of the analysis filter, i.e. COMMERCIAL.

CASE NUMBER 2: Rename a filter value with a new value

Your company has undergone a reorganization, and the Technique department is now called the Direction Technique.

In this case, to update your database, you'll need to perform the same operation as in the previous example. Once you've selected the value you wish to modify (Technique in our example) from the drop-down list, all you have to do is enter your new value in the second field, which in our example is Direction Technique

Renommer filtre analyse 🇬🇧1 .gif

All the specificities notified in the first case, following the update, apply in the same way in this case.

If you have any doubts or questions, don't hesitate to reach out to us at [email protected].

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