Difference between revisions of "Form - Field Mapping Management"

Revision as of 12:10, 18 October 2013

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.

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.

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]

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.