Changes for page Utilities - DExTr

Last modified by rayaan@one-count_com on 2023/11/09 10:38
From version 4.1
edited by melanie@one-count_com
on 2016/12/13 12:35
Change comment: There is no comment for this version
To version 5.1
edited by melanie@one-count_com
on 2016/12/13 12:43
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -57,7 +57,7 @@
57 57  
58 58  See below for detail on each part.
59 59  
60 -==== __Information__ ====
60 +==== (% style="color: rgb(128,0,0);" %)__Information__(%%) ====
61 61  
62 62  (% style="margin-left: 30.0px;" %)
63 63  **Name:** Give the mapping a name (required)
... ... @@ -107,7 +107,9 @@
107 107  *** For Products: Product ID must be in Column A and Product name in Column B.
108 108  *** For Subscription Type: Sub Type ID/value is in Column A and subscription type name in Column B.
109 109  *** For Product Status: Status ID must be in Column A and Status name in Column B.
110 +\\
110 110  
112 +(% style="text-align: center;" %)
111 111  //**Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout**//
112 112  
113 113  [[image:attach:media_1467396172019.png||align="center"]]
... ... @@ -114,6 +114,7 @@
114 114  
115 115  
116 116  
119 +(% style="text-align: center;" %)
117 117  **//Screenshot: Pre-populated Question Responses - Uploaded Layout//**
118 118  
119 119  [[image:attach:media_1467391080266.png||align="center"]]
... ... @@ -120,64 +120,83 @@
120 120  
121 121  
122 122  
126 +(% style="text-align: center;" %)
123 123  **//Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout//**
124 124  
125 125  [[image:attach:media_1467391409099.png||align="center"]]
126 126  
127 -==== MAPPING AREA ====
131 +==== (% style="color: rgb(128,0,0);" %)__Map Third-Party Questions__(%%) ====
128 128  
129 129  [[image:attach:media_1467397686498.png||align="center"]]
130 130  
135 +(% style="margin-left: 30.0px;" %)
131 131  Prior to uploading a layout file, or if you opt to create the mapping on the fly (without uploading a layout file), the Mapping Area will be empty.
132 132  
138 +(% style="margin-left: 30.0px;" %)
133 133  The mapping area consists of three columns: **Third Party Questions, ONEcount Questions, and Validations.**
134 134  
135 -* **Third Party Questions** shows questions/data fields your, or a third party's, data file.
136 -* **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
137 -* **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
141 +*
142 +** **Third Party Questions** shows questions/data fields your, or a third party's, data file.
143 +** **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
144 +** **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
138 138  
146 +(% style="margin-left: 30.0px;" %)
139 139  ===== Manually Add Third-Party Questions =====
140 140  
149 +(% style="margin-left: 30.0px;" %)
141 141  [[image:attach:media_1467398286154.png||align="center"]]
142 142  
152 +(% style="margin-left: 30.0px;" %)
143 143  When you click on the "Add Questions" button, you'll be presented with a pop-up to create a new question/data field to be mapped to an existing ONEcount question.
144 144  
155 +(% style="margin-left: 30.0px;" %)
145 145  Be sure to select "Yes" if it is a question with selectable responses, i.e. radio button/select/checkbox-type. Click Save.
146 146  
147 -===== Map Third-Party and ONEcount Questions =====
158 +==== (% style="color: rgb(128,0,0);" %)__Map Third-Party to ONEcount Questions__(%%) ====
148 148  
160 +(% style="margin-left: 30.0px;" %)
149 149  [[image:attach:media_1467398257338.png||align="center"]]
150 150  
163 +(% style="margin-left: 30.0px;" %)
151 151  If the question is a radio button/select/checkbox-type question, a button will be presented which will allow you to map responses and values. (See "Upgrade Checkbox" question above.)
152 152  
166 +(% style="margin-left: 30.0px;" %)
153 153  
154 154  If it's a text-type response, you won't need to map responses and values.
155 155  
156 -(% style="margin-left: 30.0px;" %)
170 +(% style="margin-left: 60.0px;" %)
157 157  //YOU MUST FIRST MAP THE THIRD-PARTY QUESTION TO THE CORRESPONDING ONEcount QUESTION BY DRAGGING AND DROPPING THE CORRESPONDING ONEcount QUESTION FROM THE ONEcount Questions SECTION INTO THE ONEcount Questions Column BEFORE YOU CAN MAP RESPONSES.//
158 158  
159 -(% style="margin-left: 30.0px;" %)
173 +(% style="margin-left: 60.0px;" %)
160 160  //THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.//
161 161  
162 -(% style="margin-left: 30.0px;" %)
176 +(% style="margin-left: 60.0px;" %)
163 163  //ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.//
164 164  
179 +(% style="margin-left: 30.0px;" %)
165 165  [[image:attach:media_1467398730892.png||align="center"]]
166 166  
182 +(% style="margin-left: 30.0px;" %)
167 167  Simply drag and drop ONEcount questions from the question pool into the appropriate cell in the mapping table.
168 168  
185 +(% style="margin-left: 30.0px;" %)
169 169  Note the Search function at the top of the list of ONEcount questions. Just begin typing in the question name, and the list will be filtered for you. (See screenshot below.)
170 170  
188 +(% style="margin-left: 30.0px;" %)
171 171  [[image:attach:media_1467398948360.png||align="center"]]
172 172  
191 +(% style="margin-left: 30.0px;" %)
173 173  Once Questions are mapped, you can add validations and/or map responses for radio/select/checkbox-type questions.
174 174  
194 +(% style="margin-left: 30.0px;" %)
175 175  To add validations, click in the empty "Validations" box for the corresponding question and select from the drop-down list the validation(s) you want to apply to the question, i.e. Required, Email, Number and Text, Text Only. (See screenshot below.
176 176  
197 +(% style="text-align: center;" %)
177 177  //**Screenshot – Mapped Questions with Validations**//
178 178  
179 179  [[image:attach:media_1467399198566.png||align="center"]]
180 180  
202 +(% style="margin-left: 30.0px;" %)
181 181  ===== Map Question Responses =====
182 182  
183 183  [[image:attach:media_1467391237758.png||align="center"]]
... ... @@ -301,7 +301,7 @@
301 301  
302 302  
303 303  
304 -{{toc maxLevel="3"/}}
326 +{{toc maxLevel="4"/}}
305 305  
306 306  
307 307  
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67343
1 +67345
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/67343/Utilities - Mapper (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67345/Utilities - Mapper (v12.x)