The first step in defining a new Database Feedback Template (DFT) is to specify the project for which the template will be used and choosing a destination database. Each template uses one project and one destination database. For each project, you can create multiple templates. When you have more templates for one project, these will be executed in random order.
Figure 4: Database Feedback Template, General tab
Template name: Enter a name for the template.
Project Name: Choose the project that will be used for database feedback.
Destination DB: Choose the destination database, where the feedback data will be placed into.
Active / Inactive: Specify if the template is active or inactive.
If you set the template to active, then it will be used whenever a respondent submits a dialogue. If you set the template to inactive, operation of that template will be suspended.
Before creating a template you will have to create a project. This project has to use at least one target group. It should also use a dialogue. You can set this project to 'inactive' or to 'starts at ..' if you want to define a template for that project. When you are satisfied with the configuration of your project and template, you can set the template to active. The template will remain inoperational until the project is started.
After choosing a project and a destination database for a template, all project data is loaded. This includes the dialogue, the target groups, the directory servers and custom attributes that are used within this project. Together with the layout of the destination database, this data is used for the Attribute Setup and for defining Update Criteria. Click Next to define the feedback data.