MetaData - Processing Rules - Data Management

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1 Overview

For more information on

Area Link
MetaData please refer here MetaData_-_Start_Here
Processing rules please refer here MetaData_Process_Rules
Parameter construction please refer here MetaData_Program_and_Outcomes

2 Reference

This wixi article is meant to serve as a reference guide to a subset of MetaData Processing Rules.


3 Rules

3.1 Deletion

The Deletion rule allows for records to be deleted from any form


Required fields to execute rule:

  1. Rule Name
  2. Form id (the same as the current sequence)
  3. intCDA_X_Id


Example:

Rule Name[[-SEP-]]Form Id[[-SEP-]]intCDA_X_Id[[-SEP-]][[-SEP [[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]


Example (with replacement values):

Delete[[-SEP-]]1[[-SEP-]]intCDA_1_Id[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]


3.2 Remove Duplicate Records

The remove duplicate records function allows for the deletion of all duplicate records in a form.


Required fields to execute rule:

  1. Rule Name
  2. Form id (the same as the current sequence)
  3. Field that contains the values to group on


Example:

Rule Name[[-SEP-]]Form Id[[-SEP-]]intCDA_X_Id[[-SEP-]][[-SEP]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]


Example (with replacement values):

DeDupe[[-SEP-]]1[[-SEP-]]strCDA_1_field_0_1[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]


3.3 Flag Duplicate Records

The flag duplicate records function allows for the duplicate records in a form to be flagged as duplicates


Required fields to execute rule:

  1. Rule Name
  2. Form 1 Id
  3. Form 1 fields
  4. Form 2 Id
  5. Form 2 fields
  6. Outcome for CCL
  7. Add CCL
  8. Fields to update
  9. Values to insert
  10. CCL Coments
  11. Comments additional
  12. Current Record Id


Example:

Rule Name[[-SEP-]]Form 1 Id[[-SEP-]]Form 1 fields[[-SEP-]]Form 2 ID[[-SEP]]Form 2 fields[[-SEP-]]Outcome CCL[[-SEP-]]Add CCL[[-SEP-]]Fields to update[[-SEP-]]values to update[[-SEP-]]CCL Coments[[-SEP-]]Additional comments[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]


Example (with replacement values):

DeDupe_Flag[[-SEP-]]1[[-SEP-]]strCDA_1_field_0_8,strCDA_1_field_0_7[[-SEP-]]1[[-SEP-]]strCDA_2_field_0_79,strCDA_2_field_0_80[[-SEP-]]Flagg CCL Outcome[[-SEP-]]true[[-SEP-]]strCDA_1_field_0_23[[-SEP-]]True[[-SEP-]]MetaData Program - Flag[[-SEP-]]true[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]