Properties

Parent

Parent of this field, if any. A parent field is simply a container for grouping similar Q-fields. A parent is a Q-field whose Kind is Heading and which does not have an AltSet (set to None), and it is never used as a question or displayed on a report.

To create a parent Q-field:

1. Click New.
2. Provide a Keyname and Name.
3. Set Kind to HEADING.
4. Click Save.

To assign a Q-field to a parent:

1. Create the child Q-field field and save it.
2. Edit the child field and assign the Parent.
3. Click Save.

Keyname

Name that uniquely identifies the field; lowercase letters, numerals, and underscores only; must start with a letter, and has a maximum of 61 characters (63 after automatically prepending "q_"). The label should start with the company name to ensure uniqueness across multi-tenant instances. This cannot be changed once saved.

Note: Follow this naming convention: vertical + company abbreviation + keyname. The platform automatically prepends q_ to the name.

Name

Name of the field. This is the name that appears the editor, and in reports and filters. This value can be changed later, after the field has been saved.

Restriction: Name can have a maximum of 63 characters.

Short name

Name that appears in drop-down filters. Usually this is the same as Name. When the filter is too wide because of the Q-field's name, use this field to provide a shorter name, such as Rate instead of Room Rate.

Abbreviation

Name that appears as the column heading in Response Investigator Filter view.

In survey

Question prompt that appears (by default) in surveys. Specific survey specifications can override the prompt on Surveys.

In mobile survey

Question prompt that appears (by default) in mobile surveys. Specific survey specifications can override the prompt on Surveys.

With user text

For Yes/No questions that include an Other text option, the value of this property replaces Other in the survey.

Priority

Order in which this appears in the Fields list; lower numbers towards the top, larger towards the bottom. If you omit this value, Experience Cloud automatically assigns a value 10 larger than the greatest value already in the list.

Description

Internal comments about this item. Best practice is to enter a description of the item, include the date it was added, who added it, and its intended use.

Used for duplicate checking, ...

Whether or not to create an index for this column in the database. An index is required for Duplicate Checking, Cohort Tracking, Sampling Priority, Episode Conditions, and Quarantine Rules.

Warning: Most fields should not be indexed because indexes slow the import process.

Used for ACE

Whether or not the Anti-cheating Engine uses this field.

Support high cardinality auto-indexed...

Restriction: This feature is inactive by default. Ask your Medallia expert to file a Feature activation request with Medallia Support.

Important: Enabling this property requires engineering approval.

Allows the number of values in auto-indexed text fields and lookup tables to exceed the system limit of 600,000 to a maximum of 2,000,000. Ranking reporting is limited to a subset of the field's values defined by report filters. If the cardinality in any single report is too high, an error message noting the limit is displayed instructing the user to add filters in order to show data.

Other Question

Associates another question with this one. Usually set to None, except Other type questions which need to be associated with the pr_other_text question.

Note that in bulk edit you must leave this empty — Experience Cloud will not let you refer to another question until you've done the step of synchronizing the questions to this company. After you synchronize, this field’s filter will be filled with possible questions.

Alternative Set

The type of data this field represents and which can be stored in this field.

• Setup the Alternative Set before creating the field.

• If the field answer will be selected from a fixed-set, the Alt-Set needs to be an ENUMERATED type.

• When the result must be text, use the Text Alt-Set.

• If the set needs to be sortable, it cannot be a Text data type.

Company

Company that owns this field.

SFGs affected

Survey Groups Affected. These are the Survey Field Groups that use this Field.

Warning: Changing the Alternative Set affects the Survey Group Field.

Kind

Type of Q-field. One of:

• QUESTION — Default. A question to collect customer feedback.
• HEADING — A parent field for organizing questions. See Parent for details.
• MULTIPART — The container for Did you have a problem? question. This kind is not typically used anymore. A multi-part question has one or more item questions.
• ITEM — The items for .This kind is not typically used anymore.

Formatting

Font-weight to use when showing the question on the Satisfaction and Responses reports.

When this question is bold, and question before it is not bold, a line-space appears between the two questions in the report.

Magic flag

Indicate this is a particular type of question that has special behavior in the reporting application. For example, the main Did you have a problem? question. Different companies may want different wording, and this flag is as the "problem" question for Alert setup for example.

Do not use this property unless directed by Medallia.

Client identifier

Name to use when querying this field as a Searchable Field. Exporters might choose to use this label for the field name (column heading) in the exported file. When this field is empty, queries and exports use the Keyname instead.

The identifier may only contain alphanumeric characters and underscores.

Export label

Name to use for the field name (column heading) in the exported file when exporting this field. When this field is empty, Keyname is used instead.

This label may only contain alphanumeric characters and underscores.

Personally Identifying Data

Indicates the field contains personally identifying data on customers. The data in this field may be deleted or purged per the company's data retention policy, or if the field's record is subject to a GDPR or equivalent deletion request. For more information, see

• Sensitive data
• Data protection
• Erase personal data from records

Encrypted

Indicates the field is encrypted in the database. This option is only available for TEXT fields when encryption is turned on. Once saved, this option cannot be turned off. See Encrypt sensitive data for details.

Restriction: This feature is inactive by default. Ask your Medallia expert to file a Feature activation request with Medallia Support.

Translation explanation

An explanation of the field and its Alternative Set (data type) shown to users of the Translation Module to provide context for their task of translating the field and its values.

Create a Q-field

To create a Q-field via Surveys, see Questions. To create a Q-field in Medallia Admin Suite, see Program fields. To create a Q-field in Medallia Setup:

1. Click New.
2. Provide a Keyname and Name.
3. Assign a Priority.
4. Choose the Alternative Set.
5. All other properties are optional.
6. Click Save.
7. Assign the field to an existing parent.
   1. Select the Parent.
   2. Click Save.