Panel Data Guide
Complexity | Intermediate |
|---|---|
EMS Compatible |
|
iMIS 2017 Compatible |
|
Actions | Insert, Insert w/ Matching, Update, Insert/Update, Delete |
Overview
This page will detail how to use iDMS to modify panel data.
For how to delete panel data, see the Delete Action Tutorial.
Mapping - Insert
Required Fields
iMIS ID: The ID of the person whose panel data will be updated. Use the Contact Details Source to match on the iMIS ID.
Optional Fields
All other fields will be optional. These fields are dictated by the specific panel source.
Mapping - Update
Required Fields
iMIS ID: The ID of the person whose panel data will be updated. Use the Contact Details Source to match on the iMIS ID.
Ordinal: The number associated with the specific panel for an ID in a multi-instance panel. If Ordinal is not an available field, then the panel is single instance and only ID is required.
Optional Fields
All other fields will be optional. These fields are dictated by the specific panel source.
Example Mapping
