Lattice Integration

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work the lattice integration is a one way sync that allows the syncing of forms and reviews from lattice into charthop what information is synced from lattice the lattice app will import and sync the following pieces of information lattice updates → charthop forms lattice feedback → charthop forms lattice review cycles → charthop forms & performance reviews imports will align to the following details rating scale questions in lattice are imported as numeric scale fields with manager only access in charthop all other questions are mapped as questions in the form, not fields access levels will align to the similar strucutre in lattice see full mapping below all forms are imported as “archived” you can identify forms and fields and reviews created by the app because they will list "lattice" as the "created by" changing the name of the form or review in charthop will break a continuous sync if you would like any additional or different information synced from lattice, please let the charthop team know how to setup the lattice app go to apps & bundles > apps navigate to the other availible apps and search for lattice install the app and add in your api key from lattice to generate an api key in lattice navigate to admin > platform > api keys click generate api key after the key is generated, click copy lattice updates & feedback updates and feedback will be imported with the following access levels that align with the access in lattice forms access level in charthop lattice private updates manager shared lattice public updates org public lattice public feedback org public lattice manager only feedback manager only lattice private + manager feedback manager shared lattice private feedback personal review cycles performance reviews docid\ pgai8tvrvywmdceanerwg will be created for every review cycle in lattice separate charthop forms docid\ qr76gadoskc1rlc s0jes will be created for each direction or type of review for example — a 360 review named 2023 q1 review cycle will contain forms for each direction of feedback 2023 q1 review cycle self 2023 q1 review cycle downward 2023 q1 review cycle upward 2023 q1 review cycle peer if you have mutliple cycles in lattice with similar names that you would like to combine in charthop list the name you would like to combine in the condense cycle names setting for example, you would write 2024 q3 review cycle if you had 2 review in lattice named 2024 q3 review cycle retail & 2024 q3 review cycle office that you wanted to combine into one review called 2024 q3 review cycle how imported form responses will appear to employees imported form responses are not immediately visible to employees, but can be surfaced on custom profile tabs docid\ kiuev47lof6qtlvjlujlr imported form responses will display "imported from lattice" on the form response