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Patrick Crane
已加入2021年5月13日
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最后活动2021年10月27日
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的最新活动 Patrick Crane
Patrick Crane 进行了评论,
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.
查看评论 · 已于 2021年6月18日 发布 · Patrick Crane
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Patrick Crane 进行了评论,
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!
查看评论 · 已于 2021年5月06日 发布 · Patrick Crane
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Patrick Crane 进行了评论,
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!
查看评论 · 已于 2021年4月29日 发布 · Patrick Crane
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Patrick Crane 进行了评论,
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?
查看评论 · 已于 2021年4月29日 发布 · Patrick Crane
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Patrick Crane 创建了一个帖子,
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?
已于 2021年4月27日 发布 · Patrick Crane
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Patrick Crane 进行了评论,
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?
查看评论 · 已于 2021年2月16日 发布 · Patrick Crane
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