Viewing and editing participant records

Server User Guides > Interviewer - Server > Participants > Viewing and editing participant records

You can view participant records that have already been loaded into the sample table. The Participants activity has two options for this:

▪The View tab displays the records in detail. You can choose how many records you want listed at once, which columns you want to appear, and in which order the columns will appear. You can also use the View tab to display a selection of records (see Displaying a selection of records), to edit records (see Editing records), to perform a bulk update (see Performing a bulk update), to delete records (Deleting records), to download records to a text file (Downloading records), and to search for users who are assigned to the project when modifying the AssignedInterviewerId field value.

▪The Summary tab displays the total number of records in each queue. If you click the View Queue icon on the right of one of the queues, the records in that queue are displayed in the View tab.

If you are using Microsoft Internet Explorer 8 or later to access the Participants activity and your participant records contain Chinese, Japanese, or Korean characters (that is, double-byte characters), the characters will be displayed correctly only if you have installed files for East Asian languages on your computer. You can normally do this from Regional and Language Options (or Regional Options) in Windows Control Panel.

View tab

The View tab consists of the Participants pane and the Participants Records table. The Participants pane contains options for displaying all participant records or a selection of participant records. For more information, see Displaying a selection of records. The Participants Records table displays the participant records. To change the number or order of the columns in the table, see To customize the View tab.

Datetime columns are always shown in yyyy-mm-dd hh:mi:ss format.

Values for fields that are “protected” are encrypted. To see the decrypted value, click the “Unlock this field” icon (this icon is displayed only if you have permission to see decrypted values). If you have unlocked and decrypted a field, a “Lock this field” icon is displayed. For more information, see Restricting access to specific participant fields.

To navigate the View tab

By default, the View tab displays 50 records on each page. The total number of records in the sample table and the total number of pages are shown at the lower left of each page.

Icon	Description
	Display the first page.
	Display the previous page.
[1] [2] [3] ...	Display page 1, page 2, page 3, and so on.
	Display the next page.
	Display the last page.

To customize the View tab

1 Select the View Settings tab.

2 In Display Options, select the number of records that you want to appear in each page on the View tab. You can select from 25 to 1000 records.

The Participants activity can be customized by an administrator to show other values in the Display Options list, for example, to display more than 1000 records. For more information, search for “Settings for the Participants Activity” use the search function in the UNICOM Intelligence Developer Documentation Library documentation.

3 In Select and Edit Options, choose how you want to select and update records on the View tab:

Standard. Choose values from lists. If you select this option, you can update records on the View tab only by changing their values in a dialog.

Advanced. Type an expression similar to the WHERE expression in an SQL SELECT statement. If you select this option, you can also update the selected records by typing another expression similar to the SET expression in an SQL UPDATE statement.

You can select Advanced only if you have been assigned the Participants activity feature, “Can advanced edit participants”. For more information, see Controlling access to data and features.

4 In Table Setup, choose which fields will appear on the View tab as follows:

▪To add a field, click its name in the Available Fields list, and then click Add.

▪To remove a field, click its name in the Displayed Fields list, and then click Remove.

To select multiple fields, press Ctrl or Shift while you click.

Table Setup shows only those fields that you have access to. For more information, see Controlling access to data and features.

5 In Table Setup, choose the order of the fields displayed on the View tab as follows.

▪To move a field to the left, click its name in the Displayed Fields list, and then click Move Up.

▪To move a field to the right, click its name in the Displayed Fields list, and then click Move Down.

6 In the Sort table by list, select a field to determine the order of the records on the View tab.

7 Click Apply, and then select the View tab to see the changes.

To change the default list of fields displayed on the View tab

When you create a new project, the Displayed Fields list in the View Settings tab contains a default list of fields provided by UNICOM Intelligence Interviewer. To change the default list, you need to use DPM Explorer:

1 In Windows Explorer, run DPMExplorer.exe, which by default is in the Code\Tools\VB.NET\DPM Explorer.Net folder.

2 In the left pane, expand the top-level node (the site name) and then click the Properties node.

3 In the upper-right pane, click the ParticipantsDefaultDisplay property.

4 In the lower-right pane, change the list of field names as required. Separate field names with semicolons, and do not add any spaces.

5 Click Apply.

To search for users who are assigned to the project

You can search for users who are assigned to a specific project when modifying the AssignedInterviewerId field value. The User Search dialog displays when modifying the AssignedInterviewerId field. The dialog lists users who are assigned to the project. You can search for specific users by entering the user name or user role.