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Patrick Crane

Joined May 13, 2021

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Last activity Oct 27, 2021

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ACTIVITY OVERVIEW

Latest activity by Patrick Crane

Patrick Crane commented,

Community comment Feedback - Reporting and analytics (Explore)

@Walter Bellante 

We are working on making Explore dashboards embeddable. This is to empower enterprise customers to combine information from multiple sources and to consume dashboards outside of Explore.

We aim at shipping it in the first half of 2021.

Has there been any progress on the work to embed explore dashboards? Maybe an ETA to activation? 

While I agree with all the requests for APIs, embeddable dashboards would be a perfect solution for one of my clients.

View comment · Posted Jun 18, 2021 · Patrick Crane

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Patrick Crane commented,

Community comment Q&A - Tickets and email

Thanks @...! That's a great point. I don't recall being able to see or interact with the tags on the typeform/ zapier side, but now that you mention it, all fields I build on ZD get custom tags with a "header" (for lack of a better term) that describes the data set they are related to. Like on a drop down for color choices the tags would be "customer_choice_data_set_1_blue" for the selection "Blue" on that field (and so on...). The header is usually the title of that field.

This could be where my problem is coming from ... when I make the drop down and enter the choices the ZD "automagically produced" tags are simply "blue". Maybe because of my custom tags zapier can't connect the simple typeform tag with the ZD field.

Hmmm.... I sense a test coming on. Thanks for the idea Chris!

View comment · Posted May 06, 2021 · Patrick Crane

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Patrick Crane commented,

Community comment Q&A - Tickets and email

Nope you hit it on the head. I was pretty sure that would be the answer, but it never hurts to ask.

As for whether to leave this post open or not, I'm good, but if you think it would benefit others, feel free to leave it open.

Thanks for the help!

View comment · Posted Apr 29, 2021 · Patrick Crane

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Patrick Crane commented,

Community comment Q&A - Tickets and email

Thanks Brett, I will.

For the record, I did find a solution/ work around. If all the ZD ticket fields in question are single line text boxes, they accept the output from the TF/ zapier.

I'm not sure if that's by design or not, but at least it works in my use case.

Follow on question; if I change a field in an existing ticket (example from a dropdown to a text field) AND the data from said field is currently being used as a KPI on a dashboard in Explore, will I need to change the query or will the data merge automagically?

View comment · Posted Apr 29, 2021 · Patrick Crane

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Patrick Crane created a post,

Post Q&A - Tickets and email

Hi!

One of my brands is using a website hosted typeform (TF) to gather customer info and some statistics. The TF uses a combination of text, multi line text, dropdowns (with conditionals), and multiple choice fields.

Zapier makes the connection and creates the ticket (ZD Support). The Zap works fine. It creates a ticket for each "submission". But I can only get the data from the text and multi-line boxes to come through. The dropdowns, conditionals, and multiple choice fields refuse to come through.

The customer needs all data from all fields to import to the ticket.

I only found one other question related to my use case in the community. The answer there didn't help, so here I am.

I have free reign to change the TF, Zap, and/ or ZD ticket to make this work. Any thoughts?

Posted Apr 27, 2021 · Patrick Crane

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Patrick Crane commented,

CommentTicket customization

This looks like a pretty old thread, but I'll give it a shot...

The previous administrator/ creator made a custom field for tracking customer reported income (for statistical purposes and not a required field if the customer wanted to remain private).

However they built the field as text meaning I can't use it as a metric. (Or, at least, I can't figure out how to use it.)

Is there any way to wrangle the "text" (which is actually all numbers) into a format that I could use it as a metric? I want to lay out an income trend line over an existing chart. 

Further, am I correct that to convert this to a numerical field going forward, I'll have to make a new field, and replace the old one on the ticket?

Edit to add: if I do replace this text field with a numerical field AND there is some way to use the text field data as a metric, in the future, would I be able to merge the two data sets to one unified metric?

View comment · Posted Feb 16, 2021 · Patrick Crane

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