⚠️ This article applies ONLY to the Old Locations Version.
How do you know if you have the Old Version?
→ You manage your locations from Settings & Help > Lists on the web platform.
Already migrated to the new version? → [Link]
Want to migrate? → [Link]
1.Manually
To insert or edit a location in your old Locations List, access the DataScope web platform and go to Settings & Help > Lists.
In the “Locations” section, you will find your locations list where you can edit an existing location (by clicking the pencil icon) or create a new one manually by clicking “New Location”.
Then, complete the new Location information and click Save.
2.Massively
If you want to update or add multiple locations, you can do it in bulk by importing an Excel file.
To update the locations list, access the web portal and go to Settings & Help > Lists. Then click Export, which will download the complete database in
.XLSformat containing your previously uploaded locations.
2. After that, you can add new locations to the same file while keeping the original order and format.
Code: Each location in the list must have a unique code
Location Name: Here you can add the name of the subsidiary, this must be a unique name. This column appears in the filters and in the application
Location Description: Free space to complement location information, this information, like the name, also appears in the application
Company Legal Name: Here you can add the name of the company, a company can have several locations
Company Legal Code: Here you can add the company registration number
Address: Here you can add the address of the location
City: Here you can add the City of the location
Region: Here you can add the Region of the location
Country: Here you can add the Country of the location
Latitude and Longitude: Here you can load the coordinates of the location, to obtain information about whether the form was answered on site or not.
Email: Here you can pre-load the mailing list you wish to notify when finalizing a form. You can add one or more addresses separated by a comma and a space: Ex: email1@mydatascope.com, email2@mydatascope.com.
Phone
3. Once the file is ready, save it in .xlsx format and import it back into the platform using the “Import Locations” button, as shown in the image below:
Remember:
1. You must save the file in .XLSX format to import it again.
2. If you want to remove an item from the list, it is recommended to first delete it from the Web Platform, in order to export the latest version without the item.
3. The Locations List will appear as “List of Locations” in the Form Editor under the option Source: Data List.
📌 To select it correctly, first go to Custom and then choose your List of Locations.
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