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Node Type Management

Before creating nodes, you must first create a Node Type. Node types define the data structure and respondent behaviour for all nodes within a panel.

Navigation

Open a Project → Select a Panel → Click Nodes

Create a Node Type​

  1. From the Nodes page, click Configure Node Types.
  2. Click Create Type in the top-right corner. If no node types exist yet, you can also click Create Your First Type displayed on the page.
  3. Enter the following basic details:
    • Title — Name of the node type.
    • Description — Optional description.
    • Icon & Colour — Visual representation of the node type.
  4. Select a Respondent Mode to define how nodes interact with surveys:
    • No responses allowed — Nodes do not participate in surveys.
    • Self-report (this node) — The node responds for itself.
    • One external respondent — One person responds for the node.
    • Multiple respondents — Multiple people can respond for the node.
note

If you select any option other than No responses allowed, additional fields appear: Email Required and Mobile Required. These define the required contact information for respondents to receive survey communications.

  1. Add fields to define the data structure for each node. For each field, configure:
    • Key — Unique identifier.
    • Title — Display name.
    • Description — Optional details.
    • Is Mandatory — Toggle to mark the field as required.
    • Data Type — Select one of the following:
      • String — Text values. You can add comma-separated values to create dropdown options.
      • Number — Numeric values. You can set Min Value and Max Value.
      • Boolean — True/False.
      • DateTime — Date and time.
      • JSON — Structured data.
note

Click Add Field to add multiple fields. You can also import fields in bulk by clicking Import Fields and uploading a valid .csv file.

  1. Click Create Type to save.

Edit a Node Type​

  1. Click Nodes in the left sidebar.
  2. Click Configure Node Types in the top-right corner.
  3. Locate the node type and click the edit icon on its card.
  4. Update any of the following as needed:
    • Basic information (Title, Description, Icon, Colour).
    • Respondent Mode and response settings.
    • Fields (add, edit, or remove fields).
  5. Click Update Type to save your changes.
note

Changes to a node type may affect how data is collected and displayed across the panel.

Edit a Field​

  1. On the Edit Node Type page, locate the field you want to modify in the Fields section.
  2. Click the edit icon on the field.
  3. Update the field properties as needed (Key, Title, Description, Data Type, mandatory toggle, min/max values, or options).
  4. Click Update Type to apply the changes.

Delete a Field​

  1. In the Fields section, locate the field you want to remove.
  2. Click the delete icon next to the field.
caution

Deleting a field removes it from the node type and may affect existing data associated with that field.

Delete a Node Type​

  1. Click Nodes in the left sidebar.
  2. Click Configure Node Types in the top-right corner.
  3. Locate the node type and click the delete icon on its card.
caution

Deleting a node type may impact associated nodes and related data within the panel. Perform this action with caution.