Introduction
This question type allows Users to select and link a response from another TouchPoint when recording a new TouchPoint response. "Choices" (i.e. the responses) will display in a drop-down menu in a display format specified by an administrator. Additional filtering on what type of responses display can also be set.
Example
An excellent example of how this could be used is for job placements. A TouchPoint could be made called "Job Opportunity," and it could be associated with Participants (job seekers) and entities (employers). The administrator can then set up another TouchPoint for Job Placements and, using the Response Cross Reference element, determine what columns should show up for recording staff members, as well as filtering by any of the columns.
There is also the ability to filter which TouchPoint responses appear based on the context in which the current TouchPoint is being recorded. For example, a job placement Program may use a TouchPoint to represent a Participant's resumé. There may be a TouchPoint named "Job History" that is used to track previous employment. Then, in another TouchPoint called "Job Application," there can be a field where a User can select from a list of prior jobs (for the specific Participant) and select the one that is most relevant to the job to which this person may be applying. This means that in the "Job Application" TouchPoint, a Response Cross Reference element is used to connect to the "Job History" TouchPoint, but to only show responses for the current Participant. Here the contextual filter is applied - a filter that will limit the TouchPoint Responses that show up in a Response Cross Reference element based on the context of the Program, Participant/Entity or Staff recording the response.
Editing
Step 1 – Enter the question text in the text box.
Step 2 – Select the TouchPoint you would like to reference from the drop-down menu.
Step 3 – Check the box if you would like to filter for subjects actively enrolled in the current Program.
If checked, only responses for subjects who are actively enrolled in the Program in which the response is being recorded will be shown.
Step 4 – Select if you would like to order the responses in ascending or descending order.
Step 5 – Select up to five elements from the TouchPoint being referenced to be displayed.
Select an element from the left column and click the "Add" button to add it for cross-reference.
Select an element from the right column and click the "Remove" button to remove it from the cross-reference.
Click the "Add All" button to add all elements to the cross-reference. Remember that you can only have a maximum of five elements.
Click the "Remove All" button to remove all elements from the cross-reference.
Order the elements to be cross-referenced by highlighting them in the right column and moving them up or down with the arrows.
Step 6 – Click the Add Expression button to add a filter to the referenced TouchPoint.
Step 7 – Select what element the filter will act on by selecting the element from the drop-down menu (before EqualTo).
•The drop-down menu is populated with all of the elements from the referenced TouchPoint
Step 8 – Select the filter type from the drop-down menu.
•This defaults to EqualTo.
Step 9 – Select what the filter is looking for.
•This will either be a drop-down menu or a text box depending on the element selected.
The filter shown here limits the choices to TouchPoints where the Subject Type is Participant. All other TouchPoints will be ignored.
Step 10 – You can add additional filters by clicking the Add Group button.
Step 11 – Select how the additional filters relate by selecting from the filter type drop-down menu (click on AND).
Step 12 – Click the "Apply filter" button. The five most recent responses that meet your criteria and the information requested will display.
Step 13 – A contextual filter is a filter that will limit the TouchPoint responses that show up in a Response Cross Reference element based on the context of the Program, Participant/Entity, or User recording the response. For example, Subject Name can be used to show only responses associated with the Participant for which the User is working with in the moment.
The following contextual filters for a Response Cross Reference elements can be applied:
•Subject Type: @SubjectTypeID
•Subject Name: @SubjectID
•Recording Staff Member: @AuditStaffID
•Program: @ProgramID
To create a contextual filter, select one of the elements above and set for equal to the "@_______" as seen above.
Step 14 – Click the Save button.
Recording with this Element Type
When a User goes to record a TouchPoint against the response cross reference element in another TouchPoint, a drop-down menu allows the User to select a response from the filtered list, displaying the columns chosen by the administrator.
Contextual Cross References
When recording a TouchPoint against a response cross reference element in another TouchPoint with a contextual filter, the drop-down menu only references the responses for the selected subject. In the screenshot below, Participant One's condition of ADHD is the only one available in the drop-down menu:
Meanwhile, Participant Two taking the same exact TouchPoint will only see their condition in the drop-down menu:
The same TouchPoint element yields different options based on the Participant whom the current response is being recorded for.