Changes for page Utilities - DExTr
Last modified by rayaan@one-count_com on 2023/11/09 10:38
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... ... @@ -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 +120,95 @@ 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 -==== M APPINGAREA====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 and Responses 159 +__(%%) ==== 148 148 149 - [[image:attach:media_1467398257338.png||align="center"]]161 +(% style="color: rgb(128,0,0);" %)__ __ 150 150 151 -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.) 163 +(% style="margin-left: 60.0px;" %) 164 +//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.// 152 152 166 +(% style="color: rgb(128,0,0);" %)__ __ 153 153 154 -If it's a text-type response, you won't need to map responses and values. 168 +(% style="margin-left: 60.0px;" %) 169 +//THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.// 155 155 171 +(% style="color: rgb(128,0,0);" %)__ __ 172 + 173 +(% style="margin-left: 60.0px;" %) 174 +//ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.// 175 + 176 +(% style="color: rgb(128,0,0);" %)__ 177 +__ 178 + 156 156 (% style="margin-left: 30.0px;" %) 157 - //YOU MUST FIRST MAP THE THIRD-PARTY QUESTION TO THE CORRESPONDING ONEcountQUESTION BY DRAGGING AND DROPPING THE CORRESPONDING ONEcountQUESTION FROM THE ONEcount Questions SECTION INTO THE ONEcountQuestions Column BEFORE YOU CAN MAP RESPONSES.//180 +[[image:attach:media_1467398257338.png||align="center"]] 158 158 159 159 (% style="margin-left: 30.0px;" %) 160 -// THISAPPLIESTOBOTHMANUALLYADDEDQUESTIONSANDQUESTIONSPRE-POPULATEDBYUPLOADOFANIMPORT.//183 +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.) 161 161 162 162 (% style="margin-left: 30.0px;" %) 163 -//ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.// 164 164 187 +If it's a text-type response, you won't need to map responses and values. 188 + 189 + 190 + 191 +(% style="margin-left: 30.0px;" %) 165 165 [[image:attach:media_1467398730892.png||align="center"]] 166 166 194 +(% 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. 168 168 197 +(% 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.) 170 170 200 +(% style="margin-left: 30.0px;" %) 171 171 [[image:attach:media_1467398948360.png||align="center"]] 172 172 203 +(% 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. 174 174 206 +(% 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. 176 176 209 +(% style="text-align: center;" %) 177 177 //**Screenshot – Mapped Questions with Validations**// 178 178 179 179 [[image:attach:media_1467399198566.png||align="center"]] 180 180 214 +(% 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"/}}338 +{{toc maxLevel="4"/}} 305 305 306 306 307 307
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... ... @@ -1,1 +1,1 @@ 1 -673 431 +67382 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/673 43/Utilities - Mapper (v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/67382/Utilities - Mapper (v12.x)