Difference between revisions of "MetaData - Processing Rules - Data Conversion"
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Philip Lacey (talk | contribs) (Created page with "= Overview = For more information on {| class="wikitable" ! Area ! Link |- | MetaData please refer here || MetaData_-_Start_Here |- | Processing rules please refer here...") |
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| + | Convert_Data_Field[[-SEP-]]1[[-SEP-]]strCDA_1_field_0_1[[-SEP-]]test[[-SEP]]strCDA_2_field_0_1[[-SEP-]]2[[-SEP-]]strCDA_2_field_0_2[[-SEP-]]2[[-SEP-]]strCDA_2_field_0_3[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]] | ||
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== Convert Form Id == | == Convert Form Id == | ||
Latest revision as of 10:22, 20 February 2017
Contents
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 Convert Data field
There may be CampaignList or CampaignSearch type fields with the databases where cross campaign field translation would be required to link a parent record with a child record.
Required fields to execute rule:
- Rule Name
- Form id (the same as the current sequence)
- Destination field
- Form Id contains the search values
- Fields that contain the search values
- Form Id to search in
- Fields to search in
- Form Id to get return values
- Return value fields
Example:
Rule Name[[-SEP-]]Form Id[[-SEP-]]Destination Fields[[-SEP-]]Form Id values[[-SEP]]Fields containing values[[-SEP-]]Form Id To Search[[-SEP-]]Fields containing values[[-SEP-]]Form Id return values[[-SEP-]]Fields with Return values[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
Example (with replacement values):
Convert_Data_Field[[-SEP-]]1[[-SEP-]]strCDA_1_field_0_1[[-SEP-]]test[[-SEP]]strCDA_2_field_0_1[[-SEP-]]2[[-SEP-]]strCDA_2_field_0_2[[-SEP-]]2[[-SEP-]]strCDA_2_field_0_3[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
3.2 Convert Form Id
The convert form Id rule allows for the conversion of a form Id to be converted to any piece of information in the campaign table
Required fields to execute rule:
- Rule Name
- Field in the campaign table to return
- Destination field
- Field with the search value
- Form id (the same as the current sequence)
Example:
Convert_FormId_FormField[[-SEP-]]Field to return[[-SEP-]]Destination field[[-SEP-]]Search value[[-SEP-]]form id[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
Example (with replacement values):
Convert_FormId_FormField[[-SEP-]]strCampaign_Name[[-SEP-]]strCDA_1_field_0_1[[-SEP-]]strCDA_1_field_0_2[[-SEP-]]1[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
3.3 Convert Client Id
The convert client Id rule allows for the conversion of a clients Id to be converted to any piece of information in the client table
Required fields to execute rule:
- Rule Name
- Field in the campaign table to return
- Destination field
- Field with the search value
- Form id (the same as the current sequence)
Example:
Convert_FormId_FormField[[-SEP-]]Field to return[[-SEP-]]Destination field[[-SEP-]]Search value[[-SEP-]]form id[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]
Example (with replacement values):
Convert_ClientId_ClientField[[-SEP-]]strClient_CompanyStaffIdNumber[[-SEP-]]strCDA_1_field_0_1[[-SEP-]]strCDA_1_field_0_2[[-SEP-]]1[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]] 
