Difference between revisions of "Form - Field Mapping Management"
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Philip Lacey (talk | contribs) (Created page with "This is an '''EXTREMELY''' important part of the System Champions role when setting up a campaign. =='''Field Mapping – Manage'''== Here is where the Data Field, Database ...") |
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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 – Manage'''== | + | ==='''Field Mapping – Manage'''=== |
Here is where the Data Field, Database question and the New Column Name are displayed within a particular campaign. | Here is where the Data Field, Database question and the New Column Name are displayed within a particular campaign. | ||
*The New Column Name field can be edited, and it is very important to make sure each field in this column have unique names. | *The New Column Name field can be edited, and it is very important to make sure each field in this column have unique names. | ||
| Line 9: | Line 9: | ||
*The headings in the Excel spreadsheet to be imported must match the column names in the '''New Column Name''' in the Database - Field Mapping section of the system, so they can be added to the system successfully. | *The headings in the Excel spreadsheet to be imported must match the column names in the '''New Column Name''' in the Database - Field Mapping section of the system, so they can be added to the system successfully. | ||
<br/> | <br/> | ||
| − | =='''Field Mapping - Reset'''== | + | ==='''Field Mapping - Reset'''=== |
*This allows you to reset the fields names back to the defaults when the campaign was first built. | *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. | *This action is irreversible so be very careful when doing this action. | ||
Revision as of 10:03, 30 March 2012
This is an EXTREMELY important part of the System Champions role when setting up a campaign.
1 Field Mapping – Manage
Here is where the Data Field, Database question and the New Column Name are displayed within a particular campaign.
- The New Column Name field can be edited, and it is very important to make sure each field in this column have unique names.
- 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, in the New Column Name, as opposed to Address, Address, and Address – which would be incorrect.
- Always go to Field Mapping – Manage after building a campaign to ensure that the column names are mapped correctly to the question, and there are no duplicates.
- This is important for importing a data file, for example an excel spreadsheet.
- The headings in the Excel spreadsheet to be imported must match the column names in the New Column Name in the Database - Field Mapping section of the system, so they can be added to the system successfully.
2 Field Mapping - Reset
- 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.
