Fields, Files, & Formatting: Upgrade Webinar - Aug. 2023

Improving the Flow of Data Into and Out of Compyle  - August 2023

Link to view the video.

Webinar slides.

Improving Data Quality at Entry 

For data collection, new field types allow you to more efficiently gather and effectively use certain kinds of information. Expanded field display and formatting options provide guidance for users and help ensure that the data coming into the system will fall within allowed parameters.

Enhancing Data Exports

When it comes to exporting your data, the CSV data downloads will now run behind the scenes and appear on the new My Downloads page when finished to better support large data sets. Administrators will be able to view all recent exports on the Admin > Data Downloads tools page.  Additional refinements for Compyle-to-Scorecard Feeds will make scheduled feeds transfer data more efficiently.

Release Features

(view full Release Notes)

  • Files : Forms (Upload File field type), Documents tab (100MB per file, more file types), Exports/Data Downloads (My Downloads, Admin Data Downloads)
  • Field Types and Formatting : Field Types (Likert Scale, Email, Time with am/pm,  URL, Upload File), Formatting (decimals, currency, numeric options, phone numbers, yes/no radio button),  Min & Max (word count for text, value for numeric data)