Difference between revisions of "Form - Field Mapping Management"

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*This is important for importing a data file, for example an excel spreadsheet.  
 
*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.
 
*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.
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==='''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.