By default all questions that are required on a Touchpoint are required in a Batch Upload. However, there are some workarounds if you need to skip data for required fields.
If a question is required
If a question is required by conditional logic
If a required question is not required by conditional logic
If a required question is hidden/shown by conditional logic
Tl;DR: If a question is defaulted to Required on the Touchpoint, it is a required field. It can only be skipped by deleting the column from the Batch Upload template. If a question is only to Required through conditional logic, Batch Upload does not treat that column as a required field.
1. If a question is required
If a question is required, you can
Delete the column for the question out of the touchpoint batch upload template. This will allow you to upload data.
Temporarily make the question unrequired in Manage Touchpoint
2. If a question is required by conditional logic
If a question is only required by conditional logic, Batch Upload does not recognize it as a required question.
You can leave the column and data cell blank, batch upload will not require this field by default. You can still delete the column from the template if you are not going to upload to this field, but it is not necessary.
3. If a required question is made not required by conditional logic
This question is seen as a required question. Batch Upload does not recognized that the conditional logic unrequired the question.
Temporarily make the question unrequired in Manage Touchpoint
Delete the column for the question out of the touchpoint batch upload template. This will allow you to upload data.
If you have some rows of data where the response is need and others where it would not be need you can perform two batch uploads, one including the required question, one excluding it.
You can change the question to be unrequired by default and then, within the conditional logic, make it required under the conditional rules.
Recommendation: You can change the question to be unrequired by default and then, within the conditional logic, make it required.
4. If a required question is hidden/shown by conditional logic
This question is seen as a required question. Batch Upload does not recognized that the conditional logic hide the question.
Temporarily make the question unrequired in Manage Touchpoint
Delete the column for the question out of the touchpoint batch upload template. This will allow you to upload data.
If you have some rows of data where the response is need and others where it would not be need you can perform two batch uploads, one including the required question, one excluding it.
Recommendation: You can change the question to be unrequired by default and then, within the conditional logic, make it required and shown under the conditional rules.
