{"id":2002,"date":"2020-07-16T10:29:59","date_gmt":"2020-07-16T09:29:59","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&p=2002"},"modified":"2024-03-04T20:43:46","modified_gmt":"2024-03-04T20:43:46","slug":"using-hot-links","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/using-hot-links\/","title":{"rendered":"Using Hot Links"},"content":{"rendered":"\n

You can keep an active link between a Snap survey and a database file or between two Snap surveys. This is called a Hot Link<\/strong>.<\/p>\n\n\n\n

If it is an import link, making it a hot link means that when you identify a new case by entering a unique value in the link variable, data from the external file or survey is copied into the new case. This means that details such as name, address and email address could be loaded into the survey as soon as the case was identified.<\/p>\n\n\n\n

If it is an export link, the data entered in the Snap survey is copied to the external file or survey. If it is a new case, a new case or record is created. This allows you to keep a database or other survey up to date.<\/p>\n\n\n\n

Creating a Hot Link<\/h2>\n\n\n\n

You must first create a database link using a link variable. The Import\/Export<\/strong> options must be set to Join cases where the link variables match<\/strong> or Join matching cases and append unmatched cases<\/strong>.<\/p>\n\n\n\n

    \n
  1. On the main toolbar click Database Links<\/strong> \"DBLinksIcon.png\" to open the Database Links<\/strong> dialog.<\/li>\n<\/ol>\n\n\n\n
    \"Database<\/figure>\n\n\n\n
      \n
    1. Click the Hot Link<\/strong> button.<\/li>\n\n\n\n
    2. The Hot Link<\/strong> dialog appears. Select the appropriate option\n
        \n
      • Automatic update<\/strong>: updates the matched variables of each case when the key link field is entered.<\/li>\n\n\n\n
      • Manual update<\/strong>: update the matched variables when you click the refresh button \"UpdateDBIcon.png\" on the Data Entry<\/strong> window toolbar.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
        \"Hot<\/figure>\n\n\n\n
          \n
        1. Click OK.<\/strong>The Database Linkage<\/strong> dialog shows the amended link specified as a Hot Link<\/strong>.<\/li>\n\n\n\n
        2. Click Run<\/strong> to activate the link.<\/li>\n<\/ol>\n\n\n\n

          Hot Links in use<\/h2>\n\n\n\n
            \n
          1. Open the survey, and click \"DataEntryIcon.png\" to open the Data Entry<\/strong> window.<\/li>\n\n\n\n
          2. Create a new case by clicking \"NewSurveyIcon.png\" in the data entry window.<\/li>\n\n\n\n
          3. Enter your data as normal, either online or by keying data into the Data Entry<\/strong> window.<\/li>\n\n\n\n
          4. If you are using an export link, when a case is added, deleted or modified, the changes are made to the linked database or survey when you click the Refresh button \"UpdateDBIcon.png\" on the Data Entry<\/strong> window toolbar, or automatically, depending on the Hot Link<\/strong> settings.<\/li>\n\n\n\n
          5. If you are using an import Hot Link, when the unique Id in the link variable is entered, this imports all the other information in the external database or survey that you linked in the Database Link Wizard<\/strong>. <\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

            You can keep an active link between a Snap survey and a database file or between two Snap surveys. This is called a Hot Link. If it is an import link, making it a hot link means that when you identify a new case by entering a unique value in the link variable, data from […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[41],"epkb_post_type_1_tag":[228,229],"class_list":["post-2002","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-collect-responses","epkb_post_type_1_tag-export","epkb_post_type_1_tag-import"],"acf":[],"yoast_head":"\nUsing Hot Links | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/using-hot-links\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Hot Links | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"You can keep an active link between a Snap survey and a database file or between two Snap surveys. 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