Changing the mapping of a field to a required column
1 Select the Required Fields tab.
2 If you are uploading records for a telephone interviewing project, click Use sample for phone interviewing. This refreshes the table to show the additional columns required for telephone interviewing.
3 If you are uploading records for a personal interviewing project, click Use sample for personal interviewing. This refreshes the table to show the additional columns required for personal interviewing.
4 Click the Edit symbol (the pencil) on the right of the field whose mapping you want to change. This changes the “Initialize based on” column to a list of field names present in the text file.
5 In “Initialize based on”, choose the field that should map to this required column. Alternatively, choose new to specify that no field should be mapped to this column.
If a column does not have a field mapped to it, or if it does have a field mapped to it but the text-file record contains no value for that field, the upload process will insert the Default value in that column.
6 Click the Update symbol (the blue check mark) to save the change, or the Cancel symbol (the red cross) to cancel it.
See also