857 lines
31 KiB
JSON
857 lines
31 KiB
JSON
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{
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"base": {
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"name": "Rust Meetup 2025 - Attendee Data",
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"description": "Complete attendee journey tracking from registration to post-event follow-up",
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"workspace": "Event Management",
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"color": "red",
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"tables": [
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{
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"name": "Attendees",
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"description": "Master table for all attendee information",
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"fields": [
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{
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"name": "attendee_id",
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"type": "autonumber",
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"description": "Unique identifier for each attendee",
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"options": {}
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},
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{
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"name": "email",
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"type": "email",
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"description": "Primary contact email",
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"options": {
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"required": true
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}
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},
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{
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"name": "name",
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"type": "singleLineText",
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"description": "Full name",
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"options": {
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"required": true
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}
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},
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{
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"name": "role",
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"type": "singleSelect",
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"description": "Professional role",
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"options": {
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"choices": [
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{"name": "DevOps Engineer", "color": "blue"},
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{"name": "System Administrator", "color": "green"},
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{"name": "Software Developer", "color": "purple"},
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{"name": "Project Manager/CTO", "color": "red"},
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{"name": "Enterprise Architect", "color": "orange"},
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{"name": "IoT/Embedded Developer", "color": "yellow"},
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{"name": "Student", "color": "cyan"},
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{"name": "Other", "color": "gray"}
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]
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}
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},
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{
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"name": "experience_years",
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"type": "singleSelect",
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"description": "Years of professional experience",
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"options": {
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"choices": [
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{"name": "0-2 years", "color": "green"},
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{"name": "3-5 years", "color": "yellow"},
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{"name": "6-10 years", "color": "orange"},
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{"name": "10+ years", "color": "red"}
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]
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}
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},
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{
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"name": "rust_level",
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"type": "singleSelect",
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"description": "Rust programming experience level",
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"options": {
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"choices": [
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{"name": "No experience but interested", "color": "gray"},
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{"name": "Beginner (learning basics)", "color": "green"},
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{"name": "Intermediate (building projects)", "color": "yellow"},
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{"name": "Advanced (production systems)", "color": "orange"},
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{"name": "Expert (ecosystem contributor)", "color": "red"}
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]
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}
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},
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{
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"name": "company_size",
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"type": "singleSelect",
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"description": "Size of current company",
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"options": {
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"choices": [
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{"name": "Startup (1-50 employees)", "color": "green"},
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{"name": "Mid-size (51-500 employees)", "color": "yellow"},
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{"name": "Enterprise (500+ employees)", "color": "red"},
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{"name": "Freelancer/Consultant", "color": "blue"},
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{"name": "Academic/Research", "color": "purple"}
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]
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}
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},
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{
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"name": "registration_date",
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"type": "dateTime",
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"description": "When they registered for the event",
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"options": {
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"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"},
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"timeFormat": {"name": "24hour", "format": "HH:mm"},
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"timeZone": "utc"
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}
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},
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{
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"name": "attendance_status",
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"type": "singleSelect",
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"description": "Event attendance status",
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"options": {
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"choices": [
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{"name": "Registered", "color": "blue"},
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{"name": "Attended", "color": "green"},
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{"name": "No-show", "color": "red"},
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{"name": "Cancelled", "color": "gray"}
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]
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}
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},
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{
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"name": "pre_survey_completed",
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"type": "checkbox",
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"description": "Has completed pre-event survey",
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"options": {}
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},
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{
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"name": "post_survey_completed",
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"type": "checkbox",
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"description": "Has completed post-event survey",
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"options": {}
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},
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{
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"name": "community_joined",
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"type": "checkbox",
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"description": "Joined community resources after event",
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"options": {}
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},
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{
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"name": "follow_up_required",
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"type": "checkbox",
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"description": "Needs follow-up contact",
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"options": {}
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},
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{
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"name": "notes",
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"type": "multilineText",
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"description": "Internal notes about attendee",
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"options": {}
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}
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],
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"views": [
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{
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"name": "All Attendees",
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"type": "grid",
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"visibleFieldIds": ["name", "email", "role", "rust_level", "attendance_status", "pre_survey_completed", "post_survey_completed"]
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},
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{
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"name": "Registration Dashboard",
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"type": "grid",
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"filterByFormula": "NOT({attendance_status} = 'Cancelled')",
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"groupBy": [{"fieldId": "role", "dir": "asc"}],
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"sortBy": [{"fieldId": "registration_date", "dir": "desc"}]
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},
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{
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"name": "Attended Only",
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"type": "grid",
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"filterByFormula": "{attendance_status} = 'Attended'",
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"visibleFieldIds": ["name", "email", "role", "rust_level", "post_survey_completed", "community_joined"]
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},
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{
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"name": "Follow-up Required",
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"type": "grid",
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"filterByFormula": "AND({attendance_status} = 'Attended', {post_survey_completed} = FALSE())",
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"sortBy": [{"fieldId": "registration_date", "dir": "asc"}],
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"colorBy": "follow_up_required"
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}
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]
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},
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{
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"name": "Pre-Event Responses",
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"description": "Detailed responses from pre-event survey",
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"fields": [
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{
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"name": "response_id",
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"type": "autonumber",
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"description": "Unique response identifier",
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"options": {}
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},
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{
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"name": "attendee",
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"type": "multipleRecordLinks",
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"description": "Link to attendee record",
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"options": {
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"linkedTableId": "Attendees",
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"isReversed": false
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}
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},
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{
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"name": "current_tools",
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"type": "multipleSelects",
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"description": "Infrastructure tools currently used",
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"options": {
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"choices": [
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{"name": "Terraform", "color": "purple"},
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{"name": "Ansible", "color": "red"},
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{"name": "Kubernetes", "color": "blue"},
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{"name": "Docker", "color": "cyan"},
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{"name": "Puppet/Chef", "color": "orange"},
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{"name": "CloudFormation", "color": "yellow"},
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{"name": "Pulumi", "color": "green"},
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{"name": "None", "color": "gray"},
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{"name": "Other", "color": "pink"}
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]
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}
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},
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{
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"name": "deployment_contexts",
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"type": "multipleSelects",
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"description": "Deployment environments worked with",
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"options": {
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"choices": [
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{"name": "Cloud (AWS/GCP/Azure)", "color": "blue"},
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{"name": "Bare metal servers", "color": "gray"},
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{"name": "Edge/IoT devices", "color": "green"},
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{"name": "On-premise data centers", "color": "orange"},
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{"name": "Hybrid environments", "color": "purple"},
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{"name": "Development/Testing only", "color": "yellow"}
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]
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}
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},
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{
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"name": "top_challenges",
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"type": "multipleSelects",
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"description": "Top 3 infrastructure challenges",
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"options": {
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"choices": [
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{"name": "Complex multi-environment deployments", "color": "red"},
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{"name": "Configuration drift and inconsistency", "color": "orange"},
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{"name": "Slow deployment times", "color": "yellow"},
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{"name": "Security and compliance", "color": "purple"},
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{"name": "Cost optimization", "color": "green"},
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{"name": "Tool fragmentation", "color": "blue"},
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{"name": "Team coordination", "color": "cyan"},
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{"name": "Scaling infrastructure", "color": "pink"}
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]
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}
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},
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{
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"name": "learning_expectations",
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"type": "multipleSelects",
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"description": "What they hope to learn",
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"options": {
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"choices": [
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{"name": "Rust in infrastructure automation", "color": "red"},
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{"name": "Nushell for system administration", "color": "blue"},
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{"name": "KCL configuration language", "color": "green"},
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{"name": "Cost optimization strategies", "color": "yellow"},
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{"name": "Unified tooling approaches", "color": "purple"},
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{"name": "Performance improvements", "color": "orange"},
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{"name": "Security best practices", "color": "cyan"},
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{"name": "Real-world implementation examples", "color": "pink"}
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]
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}
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},
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{
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"name": "implementation_likelihood",
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"type": "singleSelect",
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"description": "Likelihood to implement solutions",
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"options": {
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"choices": [
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{"name": "Very likely (within 3 months)", "color": "green"},
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{"name": "Somewhat likely (within 6 months)", "color": "yellow"},
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{"name": "Possibly (within 1 year)", "color": "orange"},
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{"name": "Unlikely but interested in learning", "color": "blue"},
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{"name": "Just exploring options", "color": "gray"}
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]
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}
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},
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{
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"name": "specific_questions",
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"type": "multilineText",
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"description": "Specific questions they want answered",
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"options": {}
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},
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{
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"name": "manual_tasks_time",
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"type": "singleSelect",
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"description": "Time spent on manual infrastructure tasks per week",
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"options": {
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"choices": [
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{"name": "0-5 hours", "color": "green"},
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{"name": "6-15 hours", "color": "yellow"},
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{"name": "16-25 hours", "color": "orange"},
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{"name": "25+ hours", "color": "red"}
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]
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}
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},
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{
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"name": "infrastructure_budget",
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"type": "singleSelect",
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"description": "Annual infrastructure budget range",
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"options": {
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"choices": [
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{"name": "<$10K", "color": "green"},
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{"name": "$10K-$100K", "color": "yellow"},
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{"name": "$100K-$1M", "color": "orange"},
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{"name": "$1M+", "color": "red"},
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{"name": "Not applicable/Don't know", "color": "gray"}
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]
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}
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},
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{
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"name": "submission_timestamp",
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"type": "dateTime",
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"description": "When survey was submitted",
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"options": {
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"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"},
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"timeFormat": {"name": "24hour", "format": "HH:mm"},
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"timeZone": "utc"
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}
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}
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],
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"views": [
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{
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"name": "All Responses",
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"type": "grid"
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},
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{
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"name": "By Role",
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"type": "grid",
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"groupBy": [{"fieldId": "attendee", "dir": "asc"}]
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},
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{
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"name": "High Intent",
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"type": "grid",
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"filterByFormula": "OR({implementation_likelihood} = 'Very likely (within 3 months)', {implementation_likelihood} = 'Somewhat likely (within 6 months)')"
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},
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{
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"name": "Challenge Analysis",
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"type": "grid",
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"visibleFieldIds": ["attendee", "top_challenges", "manual_tasks_time", "infrastructure_budget"]
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}
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]
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},
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{
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"name": "Live Event Engagement",
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"description": "Real-time engagement data from Mentimeter",
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"fields": [
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{
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"name": "engagement_id",
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"type": "autonumber",
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"description": "Unique engagement record",
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"options": {}
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},
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{
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"name": "attendee",
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"type": "multipleRecordLinks",
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"description": "Link to attendee record",
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"options": {
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"linkedTableId": "Attendees",
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"isReversed": false
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}
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},
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{
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"name": "session_start",
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"type": "dateTime",
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"description": "When they joined the session",
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"options": {
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"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"},
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"timeFormat": {"name": "24hour", "format": "HH:mm"},
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"timeZone": "utc"
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}
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},
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{
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"name": "session_duration",
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"type": "duration",
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"description": "How long they stayed in session",
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"options": {
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"durationFormat": "h:mm"
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}
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},
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{
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"name": "polls_participated",
|
||
|
|
"type": "number",
|
||
|
|
"description": "Number of polls they participated in",
|
||
|
|
"options": {
|
||
|
|
"precision": 0
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "questions_asked",
|
||
|
|
"type": "number",
|
||
|
|
"description": "Number of questions they submitted",
|
||
|
|
"options": {
|
||
|
|
"precision": 0
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "engagement_score",
|
||
|
|
"type": "number",
|
||
|
|
"description": "Calculated engagement score (1-10)",
|
||
|
|
"options": {
|
||
|
|
"precision": 1
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "poll_responses",
|
||
|
|
"type": "multilineText",
|
||
|
|
"description": "JSON data of all poll responses",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "questions_submitted",
|
||
|
|
"type": "multilineText",
|
||
|
|
"description": "Text of questions they asked",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "most_active_segments",
|
||
|
|
"type": "multipleSelects",
|
||
|
|
"description": "Which presentation segments they were most active in",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Welcome & Introduction", "color": "blue"},
|
||
|
|
{"name": "Problem Statement", "color": "red"},
|
||
|
|
{"name": "Solution Overview", "color": "green"},
|
||
|
|
{"name": "Technical Deep Dive", "color": "purple"},
|
||
|
|
{"name": "Demo & Examples", "color": "orange"},
|
||
|
|
{"name": "Q&A Session", "color": "yellow"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
}
|
||
|
|
],
|
||
|
|
"views": [
|
||
|
|
{
|
||
|
|
"name": "All Engagement",
|
||
|
|
"type": "grid"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "High Engagement",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "{engagement_score} >= 7",
|
||
|
|
"sortBy": [{"fieldId": "engagement_score", "dir": "desc"}]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Question Askers",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "{questions_asked} > 0",
|
||
|
|
"sortBy": [{"fieldId": "questions_asked", "dir": "desc"}]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Engagement Analytics",
|
||
|
|
"type": "grid",
|
||
|
|
"visibleFieldIds": ["attendee", "session_duration", "polls_participated", "questions_asked", "engagement_score"]
|
||
|
|
}
|
||
|
|
]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Post-Event Responses",
|
||
|
|
"description": "Feedback and follow-up data from post-event survey",
|
||
|
|
"fields": [
|
||
|
|
{
|
||
|
|
"name": "feedback_id",
|
||
|
|
"type": "autonumber",
|
||
|
|
"description": "Unique feedback identifier",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "attendee",
|
||
|
|
"type": "multipleRecordLinks",
|
||
|
|
"description": "Link to attendee record",
|
||
|
|
"options": {
|
||
|
|
"linkedTableId": "Attendees",
|
||
|
|
"isReversed": false
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "overall_rating",
|
||
|
|
"type": "number",
|
||
|
|
"description": "Overall presentation rating (1-5)",
|
||
|
|
"options": {
|
||
|
|
"precision": 0
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "most_valuable_aspect",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Most valuable part of the presentation",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Technical depth and details", "color": "purple"},
|
||
|
|
{"name": "Real-world examples and demos", "color": "green"},
|
||
|
|
{"name": "Performance comparisons", "color": "blue"},
|
||
|
|
{"name": "Cost analysis and savings", "color": "yellow"},
|
||
|
|
{"name": "Live demonstrations", "color": "orange"},
|
||
|
|
{"name": "Q&A session", "color": "red"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "learning_outcomes",
|
||
|
|
"type": "multipleSelects",
|
||
|
|
"description": "New concepts learned",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Rust for infrastructure automation", "color": "red"},
|
||
|
|
{"name": "Nushell structured shell capabilities", "color": "blue"},
|
||
|
|
{"name": "KCL configuration language benefits", "color": "green"},
|
||
|
|
{"name": "Systems-first provisioning approach", "color": "purple"},
|
||
|
|
{"name": "Cross-platform deployment strategies", "color": "orange"},
|
||
|
|
{"name": "Performance optimization techniques", "color": "yellow"},
|
||
|
|
{"name": "Cost reduction strategies", "color": "cyan"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "implementation_confidence",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Confidence level for implementation",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Very confident - ready to start", "color": "green"},
|
||
|
|
{"name": "Somewhat confident - need some guidance", "color": "yellow"},
|
||
|
|
{"name": "Need more learning and examples", "color": "orange"},
|
||
|
|
{"name": "Require hands-on training", "color": "red"},
|
||
|
|
{"name": "Not confident yet - need more time", "color": "gray"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "implementation_timeline",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "When they plan to evaluate tools",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "This week", "color": "red"},
|
||
|
|
{"name": "Within 1 month", "color": "orange"},
|
||
|
|
{"name": "Within 3 months", "color": "yellow"},
|
||
|
|
{"name": "Within 6 months", "color": "blue"},
|
||
|
|
{"name": "No specific timeline", "color": "gray"},
|
||
|
|
{"name": "Not planning to evaluate", "color": "black"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "next_steps",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Immediate next action",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Download and test the tools", "color": "green"},
|
||
|
|
{"name": "Discuss with team/management", "color": "blue"},
|
||
|
|
{"name": "Research more use cases", "color": "purple"},
|
||
|
|
{"name": "Plan pilot project", "color": "orange"},
|
||
|
|
{"name": "Attend follow-up workshops", "color": "yellow"},
|
||
|
|
{"name": "Connect with the community", "color": "red"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "adoption_barriers",
|
||
|
|
"type": "multipleSelects",
|
||
|
|
"description": "Barriers to adoption in their organization",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Technical complexity", "color": "red"},
|
||
|
|
{"name": "Budget constraints", "color": "yellow"},
|
||
|
|
{"name": "Team training needs", "color": "orange"},
|
||
|
|
{"name": "Management approval", "color": "blue"},
|
||
|
|
{"name": "Integration challenges", "color": "purple"},
|
||
|
|
{"name": "Risk aversion", "color": "gray"},
|
||
|
|
{"name": "No barriers identified", "color": "green"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "business_benefits_expected",
|
||
|
|
"type": "multipleSelects",
|
||
|
|
"description": "Expected business benefits (top 3)",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Reduced infrastructure costs", "color": "green"},
|
||
|
|
{"name": "Faster deployment times", "color": "blue"},
|
||
|
|
{"name": "Improved system reliability", "color": "purple"},
|
||
|
|
{"name": "Better security posture", "color": "red"},
|
||
|
|
{"name": "Simplified operations", "color": "orange"},
|
||
|
|
{"name": "Enhanced scalability", "color": "yellow"},
|
||
|
|
{"name": "Reduced technical debt", "color": "cyan"},
|
||
|
|
{"name": "Better compliance", "color": "pink"},
|
||
|
|
{"name": "Increased team productivity", "color": "gray"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "recommendation_likelihood",
|
||
|
|
"type": "number",
|
||
|
|
"description": "NPS Score - likelihood to recommend (0-10)",
|
||
|
|
"options": {
|
||
|
|
"precision": 0
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "community_interest",
|
||
|
|
"type": "multipleSelects",
|
||
|
|
"description": "Interest in community activities",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Joining the Rust infrastructure community", "color": "red"},
|
||
|
|
{"name": "Contributing to open source projects", "color": "green"},
|
||
|
|
{"name": "Participating in user groups", "color": "blue"},
|
||
|
|
{"name": "Attending future events", "color": "purple"},
|
||
|
|
{"name": "Beta testing new features", "color": "orange"},
|
||
|
|
{"name": "Sharing implementation experience", "color": "yellow"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "final_comments",
|
||
|
|
"type": "multilineText",
|
||
|
|
"description": "Additional feedback and comments",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "submission_timestamp",
|
||
|
|
"type": "dateTime",
|
||
|
|
"description": "When feedback was submitted",
|
||
|
|
"options": {
|
||
|
|
"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"},
|
||
|
|
"timeFormat": {"name": "24hour", "format": "HH:mm"},
|
||
|
|
"timeZone": "utc"
|
||
|
|
}
|
||
|
|
}
|
||
|
|
],
|
||
|
|
"views": [
|
||
|
|
{
|
||
|
|
"name": "All Feedback",
|
||
|
|
"type": "grid"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "High Satisfaction",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "{overall_rating} >= 4",
|
||
|
|
"sortBy": [{"fieldId": "overall_rating", "dir": "desc"}]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Implementation Ready",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "OR({implementation_timeline} = 'This week', {implementation_timeline} = 'Within 1 month')"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Community Candidates",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "LEN({community_interest}) > 0",
|
||
|
|
"visibleFieldIds": ["attendee", "community_interest", "recommendation_likelihood", "implementation_timeline"]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "NPS Analysis",
|
||
|
|
"type": "grid",
|
||
|
|
"visibleFieldIds": ["attendee", "overall_rating", "recommendation_likelihood", "most_valuable_aspect"],
|
||
|
|
"sortBy": [{"fieldId": "recommendation_likelihood", "dir": "desc"}]
|
||
|
|
}
|
||
|
|
]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Follow-up Actions",
|
||
|
|
"description": "Track follow-up activities and communications",
|
||
|
|
"fields": [
|
||
|
|
{
|
||
|
|
"name": "action_id",
|
||
|
|
"type": "autonumber",
|
||
|
|
"description": "Unique action identifier",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "attendee",
|
||
|
|
"type": "multipleRecordLinks",
|
||
|
|
"description": "Link to attendee record",
|
||
|
|
"options": {
|
||
|
|
"linkedTableId": "Attendees",
|
||
|
|
"isReversed": false
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "action_type",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Type of follow-up action",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Send post-event survey", "color": "blue"},
|
||
|
|
{"name": "Invitation to community", "color": "green"},
|
||
|
|
{"name": "Technical consultation offer", "color": "purple"},
|
||
|
|
{"name": "Resource sharing", "color": "orange"},
|
||
|
|
{"name": "Workshop invitation", "color": "yellow"},
|
||
|
|
{"name": "Personal follow-up", "color": "red"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "action_status",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Current status of action",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "Pending", "color": "yellow"},
|
||
|
|
{"name": "In Progress", "color": "orange"},
|
||
|
|
{"name": "Completed", "color": "green"},
|
||
|
|
{"name": "Cancelled", "color": "gray"},
|
||
|
|
{"name": "Failed", "color": "red"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "priority",
|
||
|
|
"type": "singleSelect",
|
||
|
|
"description": "Action priority level",
|
||
|
|
"options": {
|
||
|
|
"choices": [
|
||
|
|
{"name": "High", "color": "red"},
|
||
|
|
{"name": "Medium", "color": "yellow"},
|
||
|
|
{"name": "Low", "color": "green"}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "scheduled_date",
|
||
|
|
"type": "date",
|
||
|
|
"description": "When action should be taken",
|
||
|
|
"options": {
|
||
|
|
"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"}
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "completed_date",
|
||
|
|
"type": "date",
|
||
|
|
"description": "When action was completed",
|
||
|
|
"options": {
|
||
|
|
"dateFormat": {"name": "iso", "format": "YYYY-MM-DD"}
|
||
|
|
}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "assigned_to",
|
||
|
|
"type": "singleLineText",
|
||
|
|
"description": "Team member responsible",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "notes",
|
||
|
|
"type": "multilineText",
|
||
|
|
"description": "Action details and notes",
|
||
|
|
"options": {}
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "response_received",
|
||
|
|
"type": "checkbox",
|
||
|
|
"description": "Did attendee respond to follow-up",
|
||
|
|
"options": {}
|
||
|
|
}
|
||
|
|
],
|
||
|
|
"views": [
|
||
|
|
{
|
||
|
|
"name": "All Actions",
|
||
|
|
"type": "grid"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Pending Actions",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "{action_status} = 'Pending'",
|
||
|
|
"sortBy": [{"fieldId": "priority", "dir": "asc"}, {"fieldId": "scheduled_date", "dir": "asc"}]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Overdue Actions",
|
||
|
|
"type": "grid",
|
||
|
|
"filterByFormula": "AND({scheduled_date} < TODAY(), {action_status} != 'Completed')",
|
||
|
|
"colorBy": "priority"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "By Assignee",
|
||
|
|
"type": "grid",
|
||
|
|
"groupBy": [{"fieldId": "assigned_to", "dir": "asc"}],
|
||
|
|
"sortBy": [{"fieldId": "scheduled_date", "dir": "asc"}]
|
||
|
|
}
|
||
|
|
]
|
||
|
|
}
|
||
|
|
]
|
||
|
|
},
|
||
|
|
"automations": [
|
||
|
|
{
|
||
|
|
"name": "New Attendee Welcome",
|
||
|
|
"trigger": "Record created in Attendees table",
|
||
|
|
"actions": [
|
||
|
|
"Send welcome email with event details",
|
||
|
|
"Create follow-up action for pre-event survey",
|
||
|
|
"Add to appropriate email list based on role"
|
||
|
|
]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Post-Event Follow-up",
|
||
|
|
"trigger": "Attendance status changed to 'Attended'",
|
||
|
|
"actions": [
|
||
|
|
"Wait 1 day",
|
||
|
|
"Create follow-up action for post-event survey",
|
||
|
|
"Send thank you email with survey link"
|
||
|
|
]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "Survey Completion Tracking",
|
||
|
|
"trigger": "Record created in Post-Event Responses",
|
||
|
|
"actions": [
|
||
|
|
"Update attendee record to mark survey completed",
|
||
|
|
"Create community invitation follow-up if interested",
|
||
|
|
"Tag high-value prospects for sales follow-up"
|
||
|
|
]
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"name": "High Engagement Alert",
|
||
|
|
"trigger": "Engagement score >= 8 in Live Event Engagement",
|
||
|
|
"actions": [
|
||
|
|
"Create high-priority personal follow-up action",
|
||
|
|
"Send personalized thank you email",
|
||
|
|
"Invite to beta testing program"
|
||
|
|
]
|
||
|
|
}
|
||
|
|
],
|
||
|
|
"integrations": {
|
||
|
|
"typeform": {
|
||
|
|
"webhook_endpoints": [
|
||
|
|
{
|
||
|
|
"survey": "pre_event",
|
||
|
|
"endpoint": "/webhook/typeform/pre-event",
|
||
|
|
"target_table": "Pre-Event Responses"
|
||
|
|
},
|
||
|
|
{
|
||
|
|
"survey": "post_event",
|
||
|
|
"endpoint": "/webhook/typeform/post-event",
|
||
|
|
"target_table": "Post-Event Responses"
|
||
|
|
}
|
||
|
|
]
|
||
|
|
},
|
||
|
|
"mentimeter": {
|
||
|
|
"export_schedule": "Every 15 minutes during event",
|
||
|
|
"target_table": "Live Event Engagement",
|
||
|
|
"data_mapping": {
|
||
|
|
"participant_id": "attendee_id",
|
||
|
|
"session_data": "poll_responses",
|
||
|
|
"engagement_metrics": "engagement_score"
|
||
|
|
}
|
||
|
|
},
|
||
|
|
"zapier": {
|
||
|
|
"workflows": [
|
||
|
|
"Typeform → Airtable → Email automation",
|
||
|
|
"Airtable → Mailchimp list management",
|
||
|
|
"High engagement → Personal follow-up task creation"
|
||
|
|
]
|
||
|
|
}
|
||
|
|
},
|
||
|
|
"analytics_formulas": {
|
||
|
|
"engagement_score": "IF(AND({polls_participated}>0,{session_duration}>0), ROUND(({polls_participated}*2 + {questions_asked}*3 + {session_duration}/60) / 3, 1), 0)",
|
||
|
|
"days_since_event": "DATETIME_DIFF(TODAY(), {registration_date}, 'days')",
|
||
|
|
"conversion_funnel": "IF({post_survey_completed}, 'Completed', IF({attendance_status}='Attended', 'Attended', IF({pre_survey_completed}, 'Pre-Survey', 'Registered')))",
|
||
|
|
"nps_category": "IF({recommendation_likelihood}>=9, 'Promoter', IF({recommendation_likelihood}>=7, 'Passive', 'Detractor'))"
|
||
|
|
}
|
||
|
|
}
|