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Difference between revisions of "Central Participant Database/ru"

From LimeSurvey Manual

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=Introduction=
 
=Introduction=
  
This new feature allows the administrator to store the participant information to a central table that is independent of any token table. Its major advantages are:
+
To access this option: '''Configuration'''->'''Central participants database''':
* The central table acts as a backup so in case a user creates a new survey he would not have to go through the trouble of exporting its participants to a CSV file and then importing them back into a new survey.
+
<center>[[File:Central participants database.png]]</center>
* Users will only need to add the participants to the central table and then the same can be added to as many surveys as he wants.
 
* In case of multiple users , the owners can choose to share his participants with others and also set access rights for the shared users.
 
  
Along with this, there is an advanced attribute control and several other features.
+
This feature allows the administrator to store the participant information to a central table that is independent of any token table. Its major advantages are:
 +
* The central table acts as a backup. In the case in which a user creates a new survey, he does not have to go through the trouble of exporting its participants to a CSV file and then importing them back into a new survey.
 +
* Users need only to add the participants to the central table. Then, the same participants can be added to as many surveys as the user wants.
 +
* In case multiple users have access to a LimeSurvey installation, its owner(s) can choose to share his participants with other users and also set access rights for the shared users.
 +
 
 +
You may also find in your LimeSurvey installation an advanced [[Central participants database#Attributes|attribute control]] and several other features.
  
 
=The participants panel management tools=
 
=The participants panel management tools=
  
<center>[[File:LimeSurvey2.05_ParticipantPanel_ru.jpg]]</center>
+
The following options are available:
  
==Information==
+
<center>[[File:The participants panel management tools.png]]</center>
  
This screen shows the statistics of Central Database. This gives the summary of
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*[[Central participants database#Display CPDB participants|Display CPDB (Central Participant Database) participants]]
 +
*[Central participants database#Info|Info]
 +
*[[Central participants database#Import|Import]]
 +
*[[Central participants database#Export|Export]]
 +
*[[Central participants database#Settings|Settings]]
 +
*[[Central participants database#Attributes|Attributes]]
 +
*[[Central participants database#Share panel|Share panel]]
  
1) Total participants in central table
+
== Display CPDB participants ==
  
2) Participants owned by you
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This is the main asset of this panel. The great majority of options can be accessed from here, such as adding, deleting, exporting, adding participants to surveys, and so on.
  
3) Participants shared with you
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Five options are available in the '''Action''' column for every participant listed in the table:
 
 
4) Participants you have shared
 
 
 
5) Blacklisted participants
 
 
 
6) Total attributes in the central table
 
 
 
== List ==
 
 
 
This is the main asset of the Participant's Panel. This is where you can perform majority of central Panel's operations, such as adding, deleting , exporting, adding to survey etc.
 
 
 
Below is the screenshot of the same.
 
  
 
<center>[[File:LimeSurvey2.05_displayParticipant_ru.jpg]]</center>
 
<center>[[File:LimeSurvey2.05_displayParticipant_ru.jpg]]</center>
  
Explaination of the screenshot is given below
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*[[Central participants database#Edit this participant|Edit this participant]]
 +
*[[Central participants database#Delete this participant|Delete this participant]]
 +
*[[Central participants database#Share this participant|Share this participant]]
 +
*[[Central participants database#List active surveys|List active surveys]]
 +
*[[Central participants database#Add participant to survey|Add participant to survey]]
  
# jqGrid header
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{{Box|Before getting access to the options mentioned above, you need to have users listed in your database. To create them, click on the '''[[Central participants database#Add participant|Add new participant]]''' button, located in the upper-right part of the window.}}
# Add participant
 
# Delete participant
 
# Reload grid
 
# Advance search
 
# Export to CSV ( Advanced )
 
# Share participant
 
# Add to survey
 
# Navigation bar
 
# Total count
 
# Subgrid
 
  
 
===Add participant===
 
===Add participant===
  
You can easily add individual participant using the plus sign in the grid pager. For editing the added participant you can simply double click the participant and after editing you can press enter and any changes done will be saved to the server.
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Click on the '''Add new participant''' button located in the upper-right part of the window: [[File:Add new participat CPDB.png]].
 
 
<center>[[File:LimeSurvey2.05_addParticipant_ru.jpg]]</center>
 
 
 
===Delete participant===
 
  
You can easily mark a single participant to delete or you can choose all the participants in the grid to be deleted. There are three possible conditions when deleting a participant.
+
A dialog box with the following basic attributes will then appear:
  
<center>[[File:LimeSurvey2.05_deleteParticipant_ru.jpg]]</center>
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<center>[[File:addParticipant.png]]</center>
  
The explanation of the three conditions is
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*'''First name'''
 +
*'''Last name'''
 +
*'''E-mail'''
 +
*'''Blacklist user'''
 +
*'''Owner''': Any user of LimeSurvey defined in the [[Manage_users#User_management|user control management page]] can be an owner.
  
1) Delete Participant(s) from central participants panel only
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{{Box|'''Custom attributes''' can be added. For further details, see the [[Central participants database#Attributes|attributes]] and [[Central participants database#Examples|examples]] section.}}
  
2) Delete Participant(s) from central panel and token tables
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===Edit this participant===
  
3) Delete Participant(s) from central panel,token tables and all associated responses
+
To edit the basic and/or custom attributes of a participant, click on the first button (from left to right) located in the '''Action''' column ([[File:Edit participant CPDB.png]]). A window with all the available attributes will show up.
  
The first option deletes the participant from the central panel only, if the participant is in any token table, he/she will not be removed.
+
===Delete participant===
  
The second option deletes the participant from central as well all token tables, but his responses are not deleted.
+
You can easily mark a single or more participant to delete:
 +
* If you want to delete one participant, go to the row where the respective participant is located and click on the red trash button: [[File:Delete participant CPDB.png]].
 +
* If you want to delete two or more participants, click on the '''Selected participant(s)...''' button (under the last row, below the '''Action''' column) after you marked the respective participants: [[File:Select participants CPDB.png]]. Then, click on the delete option.  
  
The third option deletes all traces of that participant from the system including his responses.
+
When you delete the participant(s), three options are available to you:
  
In all the three options the links created for the purpose of maintaining history related to a particular participant are also deleted.
+
<center>[[File:LimeSurvey2.05_deleteParticipant_ru.jpg]]</center>
 
 
===Reload grid===
 
 
 
It simply reloads the grid from the server.
 
 
 
===Export to CSV===
 
 
 
When exporting to CSV you are presented with a dialog box asking you to mark the additional attributes which you want to import. There is also an option for filtering the attributes. It will display all the attributes in the central table (visible/non-visible).
 
 
 
The export to CSV option works under either of the two conditions :
 
 
 
1) Export filtered
 
 
 
2) Export All
 
 
 
It will export all or selected participants depending on your filtering criteria.
 
 
 
<center>[[File:LimeSurvey2.05_exporttoCSV_ru.jpg]]</center>
 
 
 
It will export the file as central_'the current time stamp'.csv .
 
 
 
===Advance search===
 
 
 
This is yet another major feature of the Central Panel. It is a powerful feature which not only filters through the participants but also through additional attributes (visible and non-visible). This feature is also integrated with the grid.
 
 
 
There are two levels of search that you can do.
 
 
 
1) Single search
 
 
 
2) Combined search
 
 
 
<center>[[File:LimeSurvey2.05_advanceSearch_ru.jpg]]</center>
 
  
You can add a complex condition by using a plus sign next to the previous condition and remove a condition by using a minus sign in front of it.
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1) '''Delete only from the central panel''': The first option deletes the participant from the central panel only. If the participant is in any token table, he/she will not be removed.
  
<center>[[File:advancesearchmultiple.png]]</center>
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2) '''Delete from the central panel and associated surveys''': The second option deletes the participant from central panel and from the surveys where he has been added to, but his responses are not deleted.
  
This not only filters the participants in the grid but also those in the database that are not yet loaded, so it is an extensive search.
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3) '''Delete from central panel, associated surveys and all associated responses''': The third option deletes all traces of that participant from the system, including his responses.
  
===Navigation bar===
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Please note that in all the three scenarios, the links created for the purpose of maintaining a participant's history are also deleted.
  
To decrease load time of the grid we have used pagination which allows the you to see the first X number of entries ( chosen by the you) and then load more if required. To control this we have pagination control option in the navigator bar.
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===Share this participant===
  
<center>[[File:navBar.png]]</center>
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This is another important feature of the Central Participants Database. You can share your participants with other users. You just have to select the participant(s) you want to share and click either on the green right-arrow icon ([[File:Share participate CPDB.png]]) or on the '''Selected participant(s)...''' button situated in the bottom left part of the participants table. A modal box will open up which will allow you to select the user with whom you want to share the respective participant(s). You can also set whether the user who shares your participant can edit those participants. If you set it to ''No'', they will get an access denied error when trying to edit the entries of the shared participant.
 
 
Using the drop down menu you can select the number of entries to be loaded and with navigation buttons you can navigate sequentially and also use the text box to go to a certain page. Please note that the number of pages will reduce as you increase the number of entries that visible per page. Also the searching and sorting of grid are not dependent on the records visible in the grid at any particular time but are done on the whole central table.
 
 
 
===Share participant===
 
 
 
This is another important feature of the Central Participants Database. You can share your participants with other users. You just have to select the participants you want to share and click on share. A modal box will open up which will allow you to select the user with whom you want to share.You can also set whether the user sharing your participant can edit those participants. If you set it no they will get an access denied error when trying to edit those shared entries.
 
  
 
<center>[[File:shareParticipant.png]]</center>
 
<center>[[File:shareParticipant.png]]</center>
  
===Add to survey===
+
===List active surveys===
 
 
Add to survey can be done at three levels :
 
 
 
1) all participants in current search
 
  
2) all participants
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If you click on the next icon (([[File:List active surveys CPDB.png]]), all the active surveys where the respective participant has been added to will be listed.
  
3) only the participant's that I have selected
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===Add participant to survey===
  
As we know that the grid loads only the requested participants, thus ensuring minimum loading time for the user. So when you select a page on the grid (using multi-select or single select )that doesn't mean you have selected all the participants on the filtered participants from the database.So when exporting you are presented with the above mentioned three options which will be visible/invisible to you as per the present scenario.
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Adding a participant to a survey can be done by clicking on the last icon ([[File:Add participant to survey CPDB.png]]) from the '''Action''' column. If you wish to add more than one participant to a survey, mark them and select the '''Share''' option from the '''Selected participant(s)...''' dialog box (located in the bottom-left part of the participants table).
  
 
<center>[[File:addtoSurvey.png]]</center>
 
<center>[[File:addtoSurvey.png]]</center>
  
The title of the dialog box will show you the number of participants that are going to exported. Besides that, there is also a check box, that if checked, will take you to the token table of the survey to which you are adding the participants.
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The title of the dialog box will show you the number of participants that are going to be added to the respective survey. Besides that, there is also a check box, that if checked, will take you to the token table of the survey to which you are adding the participants.
  
After clicking next you will be taken to the attribute map page.
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After clicking 'Next', you will be taken to the attribute map page.
  
The attribute map page has three columns and uses advance drag and drop functionality. The first column shows all the attributes that are present in the central table. The second column gives space to the user to create new attributes. The third column shows the attributes in the token table to which the user is adding participants. The user is free to choose to either create a new attribute in the token table to copy new values to or map the values from the attribute in the central table to the token table.
+
The attribute map page has three columns and uses an advanced drag-and-drop functionality. The first column shows all the attributes that are present in the central table. The second column gives space to the user to create new attributes. The third column shows the attributes in the token table to which the user is adding participants. The user is free to choose to either create a new attribute in the token table, to copy new values to or map the values from the attribute located in the central table to the token table.
  
 
<center>[[File:attributemap.png]]</center>
 
<center>[[File:attributemap.png]]</center>
  
After you have mapped all the attributes, you can click on continue and after processing the participants a summary page will show up that will tell you how many participants were successfully copied, after which if you have asked for redirection you will be redirected to the token table table or else you will be redirected to the central grid.
+
After you have mapped all the attributes, you can click on continue. After processing the participants, a summary page will show up, telling you how many participants were successfully copied. If you have asked for redirection, you will be redirected to the token table table or else you will be redirected to the CPDB main page.
  
 
<center>[[File:addtosurveysummary.png]]</center>
 
<center>[[File:addtosurveysummary.png]]</center>
  
===Total count===
+
==Info==
 +
 
 +
It displays some '''Central participants database''' stats:
 +
<center>[[File:ParticipantPanel.png]]</center>
  
Number of participants out of total participants is displayed at the right of the navigator.
+
1) ''Total participants in central table'' : The total number of participants located in the central participants database.
  
===Hide/Show grid===
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2) ''Participants owned by you'' : It shows the total number of participants that have you as a owner. By default, <u>the new participants</u> entered into the central participants database <u>have as owner the user that firstly added them to it</u>.
  
Simply hide or show the grid.
+
3) ''Participants shared with you'' : The number of participants that were shared with you by other users.
  
===Subgrid===
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4) ''Participants you have shared'' : The number of participants you shared with other users.
  
For editing of attributes in the system we have implemented the concept subgrid in the main grid that shows all the attributes in the system and also allows you to edit them. The main grid shows only the visible attributes, the rest of the attributes are available here and only fetched when required. The subgrid as the main grid allows inline editing of attributes and also sorting. It also shows the links to the surveys to which the participant is added to. In case the participant is not added to atleast one survey, this subgrid is not diplayed. When you expand the subgrid, all of the attributes in the system show up, but that doesn't means all the attribute values for that participant are saved in the database. Only when you add some value, that attribute value is saved for that particular participant.
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5) ''Blacklisted participants'' : The number of blacklisted participants.
  
<center>[[File:subgrid.png]]</center>
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6) ''Total attributes in the central table'' : The total number of attributes that can be found in the central table.
  
<center>[[File:editattribute.png]]</center>
+
==Import==
  
==Import from CSV==
+
If you wish to add participants via the import function, click on the Import button that is located on the main toolbar of the '''Central participant database''' page: [[File:importCSV.png]]
  
This supports files with only *.csv extension. The rest of the settings are similar with what we have for "import CSV" under tokens. As in "add to survey" option we also have a drag and drop control over the attribute here. This feature scans all the headings in the CSV and shows them . You can map the attribute to an already existing central attribute or choose to create a new one.
+
The following options are available:
  
Steps to import
+
[[File:Import CSV CPDB.png]]
 +
 
 +
Please note the text from the box on '''CSV input format''':
 +
{{Box|The file should be a standard CSV (comma delimited) file with optional double quotes around values (default for OpenOffice and Excel). The first line must contain the field names. The fields can be in any order.
 +
'''Mandatory field''': email
 +
'''Optional fields''': firstname, lastname, blacklisted, language}}
 +
 
 +
===Steps to import===
  
 
1) Select a file to import and specify associated settings.
 
1) Select a file to import and specify associated settings.
 
<center>[[File:importCSV.png]]</center>
 
  
 
2) Map the attributes in the CSV to those in the central table or create a new attribute. New attributes created will be of text box type but can be changed later.
 
2) Map the attributes in the CSV to those in the central table or create a new attribute. New attributes created will be of text box type but can be changed later.
Line 191: Line 150:
 
<center>[[File:attributeMapCSV.png]]</center>
 
<center>[[File:attributeMapCSV.png]]</center>
  
In the example screenshot I have created a new attribute age and mapped sex with the attribute in the central table.
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In the screenshot from above, a new attribute called age. Attribute sex was mapped with the one from the central table.
  
 
3) Wait for it to process and show the summary.
 
3) Wait for it to process and show the summary.
Line 197: Line 156:
 
<center>[[File:CSVsummary.png]]</center>
 
<center>[[File:CSVsummary.png]]</center>
  
Clicking ok will redirect you to the display participants screen showing the newly imported participants.
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Clicking ok will redirect you to the display participants screen, which will show the newly imported participants.
  
== Export all==
+
==Export==
  
This feature is for simplicity of the user. The user can click on it and can download all the participants that he has access to.
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The export function is located on the main toolbar of the '''Central participant database''': [[File:Export CPDB.png]]
  
Please note that this only exports participant attributes that are shown in the main grid. If you want to export hidden attributes please use the export button on the bottom of the main grid.
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When exporting to CSV, you are presented with a dialog box that asks you to mark the additional attributes you want to export. There is also an option for filtering the attributes. It will display all the attributes located in the central table (visible and non-visible).
  
== Global participant&rsquo;s settings==
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The export option works under either of the two conditions :
  
For security purposes the editing of user id is restricted, as it's the user id associated with the participant which decides the ownership of the participant. For this there is a setting in the main CPDB panel which can be changed only by the super administrator. If the setting is set to yes, you can edit the user name field in the display grid.
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1) Export filtered
  
<center>[[File:userideditable.png]]</center>
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2) Export All
  
When you double click on the row, you can see a drop down in the owner name field where the list of all users in the system are listed and you choose which one to give participant rights to.
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It will export all or selected participants depending on your filtering criteria.
  
<center>[[File:displayparticipantedit.png]]</center>
+
<center>[[File:LimeSurvey2.05_exporttoCSV_ru.jpg]]</center>
  
== Attribute management ==
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It will export the file as ''central_'the current time stamp'.csv''.
  
This is yet another advanced feature of the Central Participants Database. The attribute management in the token system allows  to add only the attribute of text type, which reduces complexity, but when you have to add a large number of attribute values, it becomes very tiring to type the exact same value, for example 'male', repeatedly. To overcome this problem we have introduced three different attribute types :
+
==Settings==
  
1) Drop down
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The '''Settings''' button available on the main toolbar of the '''Central participant database''' page refers to ''blacklist settings'': [[File:Settings CPDB.png]].
  
2) Text box
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The following Yes/No options are available:
 +
#'''Blacklist all current surveys for participant once the global field is set''': If set to ''Yes'', the participant cannot be added to any survey.
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#'''Blacklist participant for any new added survey once the global field is set''': If new surveys are created, the respective participant cannot be added anymore to them (if ''Yes'' is picked up). However, he can still be added to those surveys created earlier.
 +
#'''Allow blacklisted participants to be added to a survey''': Even if a participant is blacklisted, he can still be added to a survey.
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#'''Hide blacklisted participants''': Useful function when you would like to hide participant for a specific amount of time and then make them available for the rest of users with whom those blacklisted participants have been shared with.
 +
#'''Delete globally blacklisted participants from the database''': If ''Yes'', the blacklisted participants will be deleted from the database.
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#'''Allow participant to un-blacklist himself/herself''': If ''Yes'', a participant can un-blacklist himself without the help of a LimeSurvey user.
  
3) Date picker
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==Attributes==
  
You can choose either of the attribute types and associated UI will be presented to you while editing. For drop down , you will need to add possible values. Also, the attribute management has multilingual support.
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To access the '''Attributes management''' panel, click on the the '''Attributes''' button located on the main toolbar of CPDB main page: [[File:Attributes management icon.png]]
  
<center>[[File:attributeControl.png]]</center>
+
<center>[[File:Add new attribute CPDB.png]]</center>
  
As you can see there are already two existing attributes in the system. You can set their visibility right here by using the  check box. The visibility will determine as to whether the attributes should be visible in the main grid or not.
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The attribute management facilitates the addition of three types of attributes: ''text box, date, and drop-down list''. To add a new attribute, click on the '''Add new attribute''' located in the upper-right part of the window:
  
For adding a new attribute you just have to click on the plus sign and a dialog will pop up, allowing you to put in basic details and saving the attribute.
+
<center>[[File:addingattribute.png]]</center>
  
<center>[[File:addingattribute.png]]</center>
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When adding a new attribute, the following options are available:
 +
*'''Defaultname''': It will be used by LimeSurvey to name the attribute in case no other English name is provided.
 +
*'''Attribute type''': You can choose either of the attribute types and the associated user interface will be presented to you while editing.
 +
*'''Should this attribute be visible on the panel?''': It can be ''Yes'' or ''No''. This function determines whether the attribute is visible in the CPDB table or not. This can be later edited from the '''Visible''' column that is located in the main attributes table.
 +
*'''Languages''': If you would like LimeSurvey not to use the defaultname as the name of the attribute, type here the desired name. Please note that the attribute management has multilingual support. Click on the plus sign after you have selected the language. A new field will appear below English/default language.
  
You can save the attribute by using the save button or by pressing enter after entering the attribute name.
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Once the changes are done, click on the '''Save''' button.
  
For deleting an attribute in the system just click on the delete button next to the edit button. Clicking the delete button will not only delete the attribute but also the associated values.
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In the attributes table, two actions are available (see the ''Action'' column):
  
For advanced editing, such as adding of drop down values and adding multilingual languages, you need to click on the edit button. On clicking the edit button you will see something like this.
+
<center>[[File:Action table attribute management.png]]</center>
  
<center>[[File:attributeadvanceedit.png]]</center>
+
If you click on the first icon, a dialog box will show up. It includes the basic settings of the selected attribute that can be edited according to your needs.
  
For adding a new language you can click on the plus sign and a new tab will pop up and you can add the attribute name in that language there.
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To delete an attribute from the table, click on the red trash button, located next to the edit button. Clicking the delete button will not only delete the attribute, but also the associated values from the CPDB.
  
You can also add drop down values by selecting the drop down attribute type.
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== Share panel==
  
<center>[[File:commonsettings2.png]]</center>
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The share panel shows all the information related to the shared participant. Please note that this panel shows only the shared participants owned by that particular user.
  
You can edit the possible values of the drop down by clicking on the edit button or clicking on the value itself as it supports inline edit similar to what we have in the grid. Delete button is for deleting the specific value.
+
<center>[[File:sharepanel.png]]</center>
  
<center>[[File:editcommonsetting.png]]</center>
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This panel shows values like:
  
As you can see in the screenshots, the entire attribute properties can be edited here.
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1) ''Last name''
  
== Share panel==
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2) ''First name''
 +
 
 +
3) ''Email address''
 +
 
 +
4) ''Shared by''
 +
 
 +
5) ''Owner''
  
The share panel shows all the information related to the shared participant. Please note that this panel shows only the shared participants owned by that particular user.
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6) ''Date added''
  
<center>[[File:sharepanel.png]]</center>
+
7) ''Can edit?''
  
This panel shows values like
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All this information is for viewing/sorting purposes.
 +
Only the '''Can Edit''' field is editable for the user. The '''Can edit''' field determines whether to allow the respective participant to be editable by the user with whom that participant was shared with or not. Just clicking on the check box will make an AJAX call and save the changes on the server.
  
1) First Name
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==Advanced search==
  
2) Last Name
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{{Box|This function is not available in the last LimeSurvey releases (e.g. in 3.0). It will be reintroduced soon.}}
  
3) E-Mail
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This is yet another major feature of the Central Panel. It is a powerful feature which not only filters through the participants, but also through additional attributes (visible and non-visible).
  
4) Shared With
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There are two levels of search that you can do:
  
5) Owner
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1) Single search
  
6) Date Added
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2) Combined search
  
7) Can Edit
+
<center>[[File:LimeSurvey2.05_advanceSearch_ru.jpg]]</center>
  
All this information is for viewing/sorting purposes only and only the "Can Edit" field is editable for the user. The can edit field as explained earlier determines whether to allow the shared participant to be editable by the sharer or not.Just clicking on the check box will make an AJAX call and save the changes on the server.
+
You can add a complex condition by using a plus sign next to the previous condition and remove a condition by using a minus sign in front of it.
  
== Panel summary==
+
<center>[[File:advancesearchmultiple.png]]</center>
  
Panel summary is same as information, only it is loaded when the CPDB panel is opened and it can be accessed again by using the information icon in the toolbar.
+
This not only filters the participants in the grid but also those in the database that are not yet loaded, so it is an extensive search.
  
 
=Additional information=
 
=Additional information=
  
Additional (technical) information is available at [[Central participants database (User panel) Development]].
+
Additional (technical) information is available in the [[Central participants database (User panel) Development]] wiki.
 +
 
 +
=Examples=

Revision as of 18:30, 29 January 2018

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This feature is available since LimeSurvey version 2.0.

Introduction

To access this option: Configuration->Central participants database:

Central participants database.png

This feature allows the administrator to store the participant information to a central table that is independent of any token table. Its major advantages are:

  • The central table acts as a backup. In the case in which a user creates a new survey, he does not have to go through the trouble of exporting its participants to a CSV file and then importing them back into a new survey.
  • Users need only to add the participants to the central table. Then, the same participants can be added to as many surveys as the user wants.
  • In case multiple users have access to a LimeSurvey installation, its owner(s) can choose to share his participants with other users and also set access rights for the shared users.

You may also find in your LimeSurvey installation an advanced attribute control and several other features.

The participants panel management tools

The following options are available:

The participants panel management tools.png

Display CPDB participants

This is the main asset of this panel. The great majority of options can be accessed from here, such as adding, deleting, exporting, adding participants to surveys, and so on.

Five options are available in the Action column for every participant listed in the table:

LimeSurvey2.05 displayParticipant ru.jpg
Before getting access to the options mentioned above, you need to have users listed in your database. To create them, click on the Add new participant button, located in the upper-right part of the window.


Add participant

Click on the Add new participant button located in the upper-right part of the window: Add new participat CPDB.png.

A dialog box with the following basic attributes will then appear:

AddParticipant.png
Custom attributes can be added. For further details, see the attributes and examples section.


Edit this participant

To edit the basic and/or custom attributes of a participant, click on the first button (from left to right) located in the Action column (Edit participant CPDB.png). A window with all the available attributes will show up.

Delete participant

You can easily mark a single or more participant to delete:

  • If you want to delete one participant, go to the row where the respective participant is located and click on the red trash button: Delete participant CPDB.png.
  • If you want to delete two or more participants, click on the Selected participant(s)... button (under the last row, below the Action column) after you marked the respective participants: Select participants CPDB.png. Then, click on the delete option.

When you delete the participant(s), three options are available to you:

LimeSurvey2.05 deleteParticipant ru.jpg

1) Delete only from the central panel: The first option deletes the participant from the central panel only. If the participant is in any token table, he/she will not be removed.

2) Delete from the central panel and associated surveys: The second option deletes the participant from central panel and from the surveys where he has been added to, but his responses are not deleted.

3) Delete from central panel, associated surveys and all associated responses: The third option deletes all traces of that participant from the system, including his responses.

Please note that in all the three scenarios, the links created for the purpose of maintaining a participant's history are also deleted.

Share this participant

This is another important feature of the Central Participants Database. You can share your participants with other users. You just have to select the participant(s) you want to share and click either on the green right-arrow icon (Share participate CPDB.png) or on the Selected participant(s)... button situated in the bottom left part of the participants table. A modal box will open up which will allow you to select the user with whom you want to share the respective participant(s). You can also set whether the user who shares your participant can edit those participants. If you set it to No, they will get an access denied error when trying to edit the entries of the shared participant.

ShareParticipant.png

List active surveys

If you click on the next icon ((List active surveys CPDB.png), all the active surveys where the respective participant has been added to will be listed.

Add participant to survey

Adding a participant to a survey can be done by clicking on the last icon (Add participant to survey CPDB.png) from the Action column. If you wish to add more than one participant to a survey, mark them and select the Share option from the Selected participant(s)... dialog box (located in the bottom-left part of the participants table).

AddtoSurvey.png

The title of the dialog box will show you the number of participants that are going to be added to the respective survey. Besides that, there is also a check box, that if checked, will take you to the token table of the survey to which you are adding the participants.

After clicking 'Next', you will be taken to the attribute map page.

The attribute map page has three columns and uses an advanced drag-and-drop functionality. The first column shows all the attributes that are present in the central table. The second column gives space to the user to create new attributes. The third column shows the attributes in the token table to which the user is adding participants. The user is free to choose to either create a new attribute in the token table, to copy new values to or map the values from the attribute located in the central table to the token table.

Attributemap.png

After you have mapped all the attributes, you can click on continue. After processing the participants, a summary page will show up, telling you how many participants were successfully copied. If you have asked for redirection, you will be redirected to the token table table or else you will be redirected to the CPDB main page.

Addtosurveysummary.png

Info

It displays some Central participants database stats:

ParticipantPanel.png

1) Total participants in central table : The total number of participants located in the central participants database.

2) Participants owned by you : It shows the total number of participants that have you as a owner. By default, the new participants entered into the central participants database have as owner the user that firstly added them to it.

3) Participants shared with you : The number of participants that were shared with you by other users.

4) Participants you have shared : The number of participants you shared with other users.

5) Blacklisted participants : The number of blacklisted participants.

6) Total attributes in the central table : The total number of attributes that can be found in the central table.

Import

If you wish to add participants via the import function, click on the Import button that is located on the main toolbar of the Central participant database page: ImportCSV.png

The following options are available:

Import CSV CPDB.png

Please note the text from the box on CSV input format:

The file should be a standard CSV (comma delimited) file with optional double quotes around values (default for OpenOffice and Excel). The first line must contain the field names. The fields can be in any order.

Mandatory field: email

Optional fields: firstname, lastname, blacklisted, language


Steps to import

1) Select a file to import and specify associated settings.

2) Map the attributes in the CSV to those in the central table or create a new attribute. New attributes created will be of text box type but can be changed later.

AttributeMapCSV.png

In the screenshot from above, a new attribute called age. Attribute sex was mapped with the one from the central table.

3) Wait for it to process and show the summary.

CSVsummary.png

Clicking ok will redirect you to the display participants screen, which will show the newly imported participants.

Export

The export function is located on the main toolbar of the Central participant database: Export CPDB.png

When exporting to CSV, you are presented with a dialog box that asks you to mark the additional attributes you want to export. There is also an option for filtering the attributes. It will display all the attributes located in the central table (visible and non-visible).

The export option works under either of the two conditions :

1) Export filtered

2) Export All

It will export all or selected participants depending on your filtering criteria.

LimeSurvey2.05 exporttoCSV ru.jpg

It will export the file as central_'the current time stamp'.csv.

Settings

The Settings button available on the main toolbar of the Central participant database page refers to blacklist settings: Settings CPDB.png.

The following Yes/No options are available:

  1. Blacklist all current surveys for participant once the global field is set: If set to Yes, the participant cannot be added to any survey.
  2. Blacklist participant for any new added survey once the global field is set: If new surveys are created, the respective participant cannot be added anymore to them (if Yes is picked up). However, he can still be added to those surveys created earlier.
  3. Allow blacklisted participants to be added to a survey: Even if a participant is blacklisted, he can still be added to a survey.
  4. Hide blacklisted participants: Useful function when you would like to hide participant for a specific amount of time and then make them available for the rest of users with whom those blacklisted participants have been shared with.
  5. Delete globally blacklisted participants from the database: If Yes, the blacklisted participants will be deleted from the database.
  6. Allow participant to un-blacklist himself/herself: If Yes, a participant can un-blacklist himself without the help of a LimeSurvey user.

Attributes

To access the Attributes management panel, click on the the Attributes button located on the main toolbar of CPDB main page: Attributes management icon.png

Add new attribute CPDB.png

The attribute management facilitates the addition of three types of attributes: text box, date, and drop-down list. To add a new attribute, click on the Add new attribute located in the upper-right part of the window:

Addingattribute.png

When adding a new attribute, the following options are available:

  • Defaultname: It will be used by LimeSurvey to name the attribute in case no other English name is provided.
  • Attribute type: You can choose either of the attribute types and the associated user interface will be presented to you while editing.
  • Should this attribute be visible on the panel?: It can be Yes or No. This function determines whether the attribute is visible in the CPDB table or not. This can be later edited from the Visible column that is located in the main attributes table.
  • Languages: If you would like LimeSurvey not to use the defaultname as the name of the attribute, type here the desired name. Please note that the attribute management has multilingual support. Click on the plus sign after you have selected the language. A new field will appear below English/default language.

Once the changes are done, click on the Save button.

In the attributes table, two actions are available (see the Action column):

Action table attribute management.png

If you click on the first icon, a dialog box will show up. It includes the basic settings of the selected attribute that can be edited according to your needs.

To delete an attribute from the table, click on the red trash button, located next to the edit button. Clicking the delete button will not only delete the attribute, but also the associated values from the CPDB.

Share panel

The share panel shows all the information related to the shared participant. Please note that this panel shows only the shared participants owned by that particular user.

Sharepanel.png

This panel shows values like:

1) Last name

2) First name

3) Email address

4) Shared by

5) Owner

6) Date added

7) Can edit?

All this information is for viewing/sorting purposes. Only the Can Edit field is editable for the user. The Can edit field determines whether to allow the respective participant to be editable by the user with whom that participant was shared with or not. Just clicking on the check box will make an AJAX call and save the changes on the server.

Advanced search

This function is not available in the last LimeSurvey releases (e.g. in 3.0). It will be reintroduced soon.


This is yet another major feature of the Central Panel. It is a powerful feature which not only filters through the participants, but also through additional attributes (visible and non-visible).

There are two levels of search that you can do:

1) Single search

2) Combined search

LimeSurvey2.05 advanceSearch ru.jpg

You can add a complex condition by using a plus sign next to the previous condition and remove a condition by using a minus sign in front of it.

Advancesearchmultiple.png

This not only filters the participants in the grid but also those in the database that are not yet loaded, so it is an extensive search.

Additional information

Additional (technical) information is available in the Central participants database (User panel) Development wiki.

Examples