Import Yes/No answers for checkbox

[Kimberley Hoffman]

HI Brendan,

I’m working on a new search and find book again. But due to Corona, I cannot meet the people I am drawing into it, which is why I have a an online registration form that I built using Sendinblue.

For some of the answers on the form there are categories that return “yes” or “no” (radio buttons)
I have been able to import much of the data as csv. data, but am having difficulty figuring how the “yes/no” answers should be imported. I thought a checkbox would work, but it doesn’t. A test of four participants leaves the box empty, even though they returned the answer “yes”.

Before I add the rest of the particpants, it would be nice if I could find a better way.

What type of field should I be using for that kind of data in Tap Forms? Thanks.

Regards,
Kimberley

[Daniel Leu]

I see two different options:

1. replace ‘yes’ and ‘no’ with ‘1’ and ‘0’ in your csv and then import these fields as checkbox fields.
2. import ‘yes’/’no’ fields as text field and then use a script field to translate it into ‘1’/’0′ of a checkbox field

I don’t use imports often, so there might be another option.

[Kimberley Hoffman]

I am trying to avoid replacements, so I don’t accidently erase data. Some of the fields are GDPR fields and they need to be kept. And truthfully, I have no idea on how to write a script.

But maybe just changing the fields to text fields would be the easiest?

[Daniel Leu]

If you want to have checkboxes, following script sets a checkbox based on the ‘yes/no’ field:

function Yes_No_Script() {

	const check_mark_id = 'fld-xxx';
	const yes_no_id = 'fld-xxx';

	if (record.getFieldValue(yes_no_id) == 'Yes'){
		record.setFieldValue(check_mark_id, 1);
	} else {
		record.setFieldValue(check_mark_id, 0);
	}
	form.saveAllChanges();
}

Yes_No_Script();

This is a field script. If you change the checkbox value, it is overwritten by this script. That’s something that could be changed, but I wanted to keep it simple to start with.

The only thing you need to change are the two ids.

[Brendan]

y, yes, t, true, and 1 should all be accepted when importing from a CSV file into a Checkmark field. Anything else will assume to be no.

Make sure the field type is specified as a Checkmark field before the import on the Import Records screen.

[Kimberley Hoffman]

Thanks everybody. I’ll test it again. The registrations are piling up. (Yay!)
Regards,
Kimberley

[Kimberley Hoffman]

This time it worked. Thanks again!

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