Configuring Synced Fields on Assessments

Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Configuring Synced Fields on Assessments

Overview

Before using the Push Object Changes feature, users must select fields to be included when using the feature for each object type. The Push Object Changes feature automatically syncs the Name and Description properties by default. To sync any additional fields, users must add those fields as synced fields to the assessment. 


User Account Requirements

The user account you use to log into Resolver will need access to the form with the Manage Assessment tab enabled as well as the relevant permissions for objects you are creating or updating.


Related Information/Setup

Please refer to the Push Object Changes article for further information on the Push Object Changes feature. 


Navigation

  1. From the Home screen, click the Administration icon.

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Administration Icon

  1. From the Administrator settings menu, click the Admin Overview link.
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Admin Overview Link

  1. From the Admin Overview screen, click the Assessments tile on the Data Model section.

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Assessments Tile

  1. On the Admin: Assessments screen, from the list of assessments, click the assessment that you want to configure synced fields on. 

Configuring Synced Fields on Assessments

  1. From the Edit Assessment screen, scroll to the Configuration tab.

Configuration Tab

  1. Click the Edit button next to an Object Type under the Fields to Sync column.
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Notes:
The Edit button will only appear for the corresponding object type, if the Assessment Data toggle switch is enabled. If the Assessment Data toggle switch is disabled, the Edit button will not appear for that object type.

If the assessment data toggle switch is turned off after you have selected fields on the corresponding object type, all field selections will remain.

Edit Button

  1. From the Pick Fields To Add pop-up, click on object type fields to add. Selected fields will have a checkmark in front of the field name.

Select Object Type Fields to Edit

  1. Click the x in the top right-hand corner on the Pick Fields to Add pop-up to close the pop-up.
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