Dynamic Fields can be used when you wish to replace text in questions (steps), answers (value choices), and descriptions with data (answers or demographic information) already provided by the participant.
To learn more about setting these dynamic fields, see Viewing and Editing Participant Information and Using Custom Fields.
Dynamic Field Types
There are two kinds of dynamic fields: demographic fields.
Demographic fields are standard fields set in the participant viewer or in a participant's MyDataHelps account. For more information about setting demographic fields, see Viewing and Editing Participant Information.
You reference a demographic field in a survey like this:
Available demographic fields are:
Custom fields are defined per-project, and let you specify custom data you want to save about each participant. For more information about creating and setting custom fields, see Using Custom Fields.
You reference a custom field in a survey like this:
The custom field data must exist in the project settings before the participant starts the survey.
The custom field name must exactly match the way you defined it in the project settings, including spacing and capitalization. If your field name is
Dynamic Survey Components
There are several ways you can use dynamic fields in surveys:
- All answer formats support a "Default Value" field, which lets you specify a default answer to the survey question. For example, if you have a custom field for saving the participant's height, you could use their last known height as a default answer.
- Survey prompts allow you to insert dynamic fields into the text. For example, you could have an instruction step that greets the participant by name. Just make sure all your participants have a first name set.
- Navigation between steps and form items can be based on certain dynamic fields. For example, you could skip a step asking about smoking habits if the participant has indicated they are a non-smoker.
- Notifications can use dynamic fields in their messages.