SFTP - Custom Role

Owned by Sadhana Dharsiny Sathiyamurthy
Apr 24, 2024
1 min read

 

In order to send surveys for other than the default roles mentioned below. we can add it via custom fields as custom roles.

These are the Default Custom Roles supported in SFTP.

  • Customer1 

  • Customer2

  • Participant1

  • Partner1

  • Partner2

 

Plan for Development:

Go to the custom fields in the SFTP connection.

Select “Custom role” and add the role that needs to be included.

Select is_reviewee , if the role is for Survey Senders.

Select is_reviewer, if the role is for Survey Recipients.

Once the Role is created,
New role will appear under survey senders if you choose is_reviewee
New role will appear under survey senders if you choose is_reviewer

Transactions will be added based on configuration Survey Senders & Survey Recipients.

 

Instructions:

  1. The details of these custom roles must be given after the default 21 columns in the SFTP file that you drop. (As we send the other custom fields)

  2. The custom column names must be in the format as given below.
    For example: The role added in step2 is ListingAgent and its  field names are FirstName, LastName, Phone, Email etc.,  then the column names should be as follows.

Custom Role

Column names

ListingAgent

ListingAgentFirstName
ListingAgentLastName
ListingAgentEmail
ListingAgentSMSNumber
ListingAgentGender

 

If the role is SellingManager with field names as FirstName, LastName, Email and Ethnicity, then the column names will be as follows.

Custom Role

Column names

SellingManger

SellingManagerFirstName
SellingManagerLastName
SellingManagerEmail
SellingMangerSMSNumber
SellingManagerEthnicity

 

Note : The column name should comprise the role + “field name”. Only the values given in this format will be pulled and processed.

Field Name refers to FirstName ,LastName, Email, SMSNumber