What is "Published, Do Not Import"? And how do I use it?

Peter Rasmussen -

12/10/13: This article is deprecated.  PIN no longer uses either Formbuilder or Lyris/EmailLabs. Query and email production and distribution are now integrated into AIR. Please visit this tutorial on writing and promoting queries or this tutorial on AIR's email function to answer any questions. 

There is now a new status in Formbuilder for Queries called "Published, Do Not Import".  This article will explain how to use this new Query status.

First a bit of Review:

Published status means that a URL has been created that you can send to sources.  This is important to ensure that the query is selectable when exporting a bin to Lyris.  When the query is at this status, when source responses will be imported automatically into AIR2 (every 5-10 minutes) and will either appear directly associated with the relevant source or in the alerts panel of the AIR home page for conflict resolution.

Draft status means that the URL for the form will have the word "Preview" in it and there will be a watermark behind the form (if you've used the Source 1.0 template). 

Inactive status means that the URL has been deactivated.

Published, Do Not Import is the new status.  This means that source responses will not be imported automatically into AIR2.  These responses will still be visible in Formbuilder as usual.

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Why would I want to use this new status, "Publish, Do Not Import"?

Because source responses to queries are automatically imported into AIR every 5-10 minutes, you might end up with a lot of different groups of conflicts to resolve in your Alerts panel on the home page.  You may wish to use this feature on the first day (or half day) that you've published a query to group the imports (and conflicts) into larger groups.

But then again, this may not fit your work flow.  In which case, just use Publish.

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How do I use this new status, "Publish, Do Not Import"?

1.  Once your form is ready, set the form status in Formbuilder to Publish as you normally would.

2.  Then wait 5-10 minutes for the form to appear in AIR.  You can use this time to build your bin of sources you want to send the form to.

3.  Then export your bin to Lyris.  Your new, published query should be available for selection.

4.  Then you can go back to Formbuilder to set the status to "Publish, Do Not Import".  This will temporarily prevent the responses from being imported into AIR.

5.  When you are ready to let the responses into AIR,  go to Formbuilder to set the status back to "Publish".  All of the response should appear in a single import within 5-10 minutes.

 

Note a new feature in Formbuilder:

The button that used to be labelled HTTP is now conveniently labelled with the status of the form.  That way you can see all your form statuses at a glance!

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