Changes for page Utilities - DExTr

Last modified by rayaan@one-count_com on 2023/11/09 10:38

From version 6.1
edited by melanie@one-count_com
on 2016/12/13 13:45
Change comment: There is no comment for this version
To version 4.1
edited by melanie@one-count_com
on 2016/12/13 13:35
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 -==== (% style="color: rgb(128,0,0);" %)__Information__(%%) ====
60 +==== __Information__ ====
61 61  
62 62  (% style="margin-left: 30.0px;" %)
63 63  **Name:** Give the mapping a name (required)
... ... @@ -107,9 +107,7 @@
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 -\\
111 111  
112 -(% style="text-align: center;" %)
113 113  //**Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout**//
114 114  
115 115  [[image:attach:media_1467396172019.png||align="center"]]
... ... @@ -116,7 +116,6 @@
116 116  
117 117  
118 118  
119 -(% style="text-align: center;" %)
120 120  **//Screenshot: Pre-populated Question Responses - Uploaded Layout//**
121 121  
122 122  [[image:attach:media_1467391080266.png||align="center"]]
... ... @@ -123,95 +123,64 @@
123 123  
124 124  
125 125  
126 -(% style="text-align: center;" %)
127 127  **//Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout//**
128 128  
129 129  [[image:attach:media_1467391409099.png||align="center"]]
130 130  
131 -==== (% style="color: rgb(128,0,0);" %)__Map Third-Party Questions__(%%) ====
127 +==== MAPPING AREA ====
132 132  
133 133  [[image:attach:media_1467397686498.png||align="center"]]
134 134  
135 -(% style="margin-left: 30.0px;" %)
136 136  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.
137 137  
138 -(% style="margin-left: 30.0px;" %)
139 139  The mapping area consists of three columns: **Third Party Questions, ONEcount Questions, and Validations.**
140 140  
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.
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.
145 145  
146 -(% style="margin-left: 30.0px;" %)
147 147  ===== Manually Add Third-Party Questions =====
148 148  
149 -(% style="margin-left: 30.0px;" %)
150 150  [[image:attach:media_1467398286154.png||align="center"]]
151 151  
152 -(% style="margin-left: 30.0px;" %)
153 153  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.
154 154  
155 -(% style="margin-left: 30.0px;" %)
156 156  Be sure to select "Yes" if it is a question with selectable responses, i.e. radio button/select/checkbox-type. Click Save.
157 157  
158 -==== (% style="color: rgb(128,0,0);" %)__Map Third-Party to ONEcount Questions and Responses
159 -__(%%) ====
147 +===== Map Third-Party and ONEcount Questions =====
160 160  
161 -(% style="color: rgb(128,0,0);" %)__ __
149 +[[image:attach:media_1467398257338.png||align="center"]]
162 162  
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.//
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.)
165 165  
166 -(% style="color: rgb(128,0,0);" %)__ __
167 167  
168 -(% style="margin-left: 60.0px;" %)
169 -//THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.//
154 +If it's a text-type response, you won't need to map responses and values.
170 170  
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 -
179 179  (% style="margin-left: 30.0px;" %)
180 -[[image:attach:media_1467398257338.png||align="center"]]
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.//
181 181  
182 182  (% style="margin-left: 30.0px;" %)
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.)
160 +//THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.//
184 184  
185 185  (% style="margin-left: 30.0px;" %)
163 +//ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.//
186 186  
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;" %)
192 192  [[image:attach:media_1467398730892.png||align="center"]]
193 193  
194 -(% style="margin-left: 30.0px;" %)
195 195  Simply drag and drop ONEcount questions from the question pool into the appropriate cell in the mapping table.
196 196  
197 -(% style="margin-left: 30.0px;" %)
198 198  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.)
199 199  
200 -(% style="margin-left: 30.0px;" %)
201 201  [[image:attach:media_1467398948360.png||align="center"]]
202 202  
203 -(% style="margin-left: 30.0px;" %)
204 204  Once Questions are mapped, you can add validations and/or map responses for radio/select/checkbox-type questions.
205 205  
206 -(% style="margin-left: 30.0px;" %)
207 207  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.
208 208  
209 -(% style="text-align: center;" %)
210 210  //**Screenshot – Mapped Questions with Validations**//
211 211  
212 212  [[image:attach:media_1467399198566.png||align="center"]]
213 213  
214 -(% style="margin-left: 30.0px;" %)
215 215  ===== Map Question Responses =====
216 216  
217 217  [[image:attach:media_1467391237758.png||align="center"]]
... ... @@ -335,7 +335,7 @@
335 335  
336 336  
337 337  
338 -{{toc maxLevel="4"/}}
304 +{{toc maxLevel="3"/}}
339 339  
340 340  
341 341  
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -67382
1 +67343
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/67382/Utilities - Mapper (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67343/Utilities - Mapper (v12.x)