Form - Field Mapping Management - Revision history

Philip Lacey at 21:03, 9 November 2014

2014-11-09T21:03:29Z

Philip Lacey at 19:07, 30 June 2014

2014-06-30T19:07:55Z

Philip Lacey at 15:40, 22 March 2014

2014-03-22T15:40:22Z

Philip Lacey at 15:39, 22 March 2014

2014-03-22T15:39:10Z

Philip Lacey at 16:29, 14 November 2013

2013-11-14T16:29:05Z

Louise Ashton at 13:15, 1 November 2013

2013-11-01T13:15:58Z

Louise Ashton at 13:14, 1 November 2013

2013-11-01T13:14:36Z

Louise Ashton: Louise Ashton moved page Form - Field Mapping to Form - Field Mapping Management

2013-10-18T11:10:23Z

Louise Ashton moved page Form - Field Mapping to Form - Field Mapping Management

Louise Ashton: Louise Ashton moved page Database - Field Mapping to Form - Field Mapping

2013-10-16T12:05:44Z

Louise Ashton moved page Database - Field Mapping to Form - Field Mapping

Philip Lacey at 19:07, 9 October 2013

2013-10-09T19:07:28Z

@@ Line 33: / Line 33: @@
 This allows you to reset the fields’ names to the defaults when the form was first built. NOTE, this action is irreversible!
 [[Category:Module Specific:Form Management]]
-[[Category:Keywords]]
+[[Category:Topic:Key Concept]]

@@ Line 1: / Line 1: @@
 This is an '''extremely''' important part of setting up a campaign.
 Field mapping is the mechanism by which bxp software maps its data fields to the fields in your form. bxp software designates fields using its own nomenclature. e.g. strCDA_41_field_3_1. (Campaign database 41, field 1, subpart 3). In BE this represents the surname in a complex title block.  Clearly, it’s easier for us to understand Surname so field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.
 All reports, searches and displays will use your name rather than the BE name which is why this part of the set-up is so important.
-'''Field Mapping – Manage'''
 This is where the Data Field, Database Question and the New Column Name are displayed.
@@ Line 21: / Line 30: @@
-'''Field Mapping - Reset'''
+== Field Mapping - Reset ==
 This allows you to reset the fields’ names to the defaults when the form was first built. NOTE, this action is irreversible!

← Older revision		Revision as of 15:40, 22 March 2014
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	[[Category:Module Specific:Form Management]]		[[Category:Module Specific:Form Management]]
		+	[[Category:Keywords]]

← Older revision		Revision as of 15:39, 22 March 2014
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	This allows you to reset the fields’ names to the defaults when the form was first built. NOTE, this action is irreversible!		This allows you to reset the fields’ names to the defaults when the form was first built. NOTE, this action is irreversible!
		+
		+
		+
		+
		+	[[Category:Module Specific:Form Management]]

← Older revision		Revision as of 16:29, 14 November 2013
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−	Field mapping is the mechanism by which bxp software maps its data fields to the fields in your form. bxp software designates fields using its own nomenclature. e.g. ~~strCDA_41_field_1_3~~. (Campaign database 41, field 1, subpart 3). In BE this represents the surname in a complex title block. Clearly, it’s easier for us to understand Surname so field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.	+	Field mapping is the mechanism by which bxp software maps its data fields to the fields in your form. bxp software designates fields using its own nomenclature. e.g. strCDA_41_field_3_1. (Campaign database 41, field 1, subpart 3). In BE this represents the surname in a complex title block. Clearly, it’s easier for us to understand Surname so field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.

@@ Line 1: / Line 1: @@
-This is an '''EXTREMELY''' important part of the System Champions role when setting up a campaign.
+This is an extremely important part of setting up a campaign.
-Field mapping is the mechanism by which bxp software can map its fields to the fields in your system.  bxp software will call fields using its own unique nomenclature.  e.g. strCDA_41_field_3_1.  This to bxp software means campaign database 41 field 1, subpart 3.  So in BE this would be a complex title block and accessing the surname part (0 = title, 1 = first name, 2 = initial, 3 = surname).  Your report / system would probably prefer to see "Surname".  Field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.
+Field mapping is the mechanism by which bxp software maps its data fields to the fields in your form. bxp software designates fields using its own nomenclature. e.g. strCDA_41_field_1_3. (Campaign database 41, field 1, subpart 3). In BE this represents the surname in a complex title block.  Clearly, it’s easier for us to understand Surname so field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.
-All reports, searches and displays back to the agent, where export and import of data is concerned will use your name rather than the BE name.  Hence why this setup is so important.
+All reports, searches and displays will use your name rather than the BE name which is why this part of the set-up is so important.
-==='''Field Mapping – Manage'''===
+The New Column Name field can be edited and it is important that each field in this column has a unique name. For example if there is a Complex Address Field in the campaign you must distinguish between each field in this block; Address Line 1, Address Line 2, Address Line 3.
-N.B.  Field mapping has had a challenge in the past with reserved or chacters that can cause trouble in Excel.  The process of updating the field mapping names will automatically remove, single inverted commas, semi colons and commas.  The field names will also be trimmed to remove leading and trailing spaces.  So [Name';,`1     ] will become [Name1]
+Always go to Field Mapping – Manage after building a form to ensure that the column names are mapped correctly and that there are no duplicates. This is important when importing a data file, for example an excel spread sheet. The spread sheet headings too, must match the column names in the New Column Name in the Database - Field Mapping section of the system.
-==='''Field Mapping - Reset'''===
+The process of updating the field mapping names will automatically remove single inverted commas, semi colons and commas. The field names will also be trimmed to remove leading and trailing spaces. So [Name';,`1 ] will become [Name1]
-*This allows you to reset the fields names back to the defaults when the campaign was first built.
-*This action is irreversible so be very careful when doing this action.

← Older revision	Revision as of 11:10, 18 October 2013
(No difference)

← Older revision	Revision as of 12:05, 16 October 2013
(No difference)

← Older revision		Revision as of 19:07, 9 October 2013
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	This is an '''EXTREMELY''' important part of the System Champions role when setting up a campaign.		This is an '''EXTREMELY''' important part of the System Champions role when setting up a campaign.
		+
		+
		+	Field mapping is the mechanism by which bxp software can map its fields to the fields in your system. bxp software will call fields using its own unique nomenclature. e.g. strCDA_41_field_3_1. This to bxp software means campaign database 41 field 1, subpart 3. So in BE this would be a complex title block and accessing the surname part (0 = title, 1 = first name, 2 = initial, 3 = surname). Your report / system would probably prefer to see "Surname". Field mapping allows you to tell BE that strCDA_41_field_3_1 = Surname.
		+
		+
		+	All reports, searches and displays back to the agent, where export and import of data is concerned will use your name rather than the BE name. Hence why this setup is so important.
		+
		+

	==='''Field Mapping – Manage'''===		==='''Field Mapping – Manage'''===