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 -==== (% 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-PartyQuestions__(%%)====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-typequestion,abuttonwillbepresentedwhichwillallowyouto map responses and values. (See "UpgradeCheckbox"questionabove.)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
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... ... @@ -1,1 +1,1 @@ 1 -673 821 +67343 - url
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... ... @@ -1,1 +1,1 @@ 1 -https://info.onecount.net//wiki/spaces/OD/pages/673 82/Utilities - Mapper (v12.x)1 +https://info.onecount.net//wiki/spaces/OD/pages/67343/Utilities - Mapper (v12.x)