Data Lookup in BlockSurvey allows you to dynamically retrieve and display data from an uploaded file based on respondent input. This feature is useful when you need to personalize surveys, validate responses, or pre-fill data based on existing records.
Follow these steps to set up Data Lookup in your survey:
Go to the Design screen of your survey and design the questionnaire.
Navigate to Settings -> Assignment & Formulas -> Data Lookup.
Click Add Data Lookup.
Upload a data file (CSV format) that contains the information you want to reference.
Set up the lookup conditions:
Enter a Variable Name to store the retrieved data.
Select a Data Source from the list of uploaded files.
Choose a Column to Retrieve from the file to display on the survey. Multiple columns can be selected
Set up conditions under Look up the data if:
Select a column from the file to match against a survey question.
Choose an operator (equal to / is not equal to).
Select a question from the survey to compare the data.
Multiple conditions can also be added.
Click Create Data Lookup to save the setup.
Now recall the Data Lookup variable in a question by clicking Recall or typing @ to select the variable under the Data Lookup Variables section.
Publish the survey and test it.
How Does It Work?
For example, if you have uploaded a file containing Employee IDs, Employee Name, and Department Names, you can set up a Data Lookup variable to retrieve the Employee Name, Department Name based on the Employee ID entered by the respondent.
If the Employee ID matches an entry in the uploaded file, the corresponding Employee Name and Department Name will be displayed.
Give it a try! Whether you need to validate entries, auto-fill details, or personalize questions, this feature helps you create smarter and more efficient surveys.