Changes for page Utilities - DExTr

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

From 3.1 to 2.1 From 9.1 to 8.1

From version 8.1

edited by melanie@one-count_com
on 2016/12/13 14:12

Change comment: There is no comment for this version

To version 3.1

edited by melanie@one-count_com
on 2016/12/13 12:34

Change comment: There is no comment for this version

Raw
Rendered

Summary

Page properties (1 modified, 0 added, 0 removed)
Objects (1 modified, 0 added, 0 removed)
- Confluence.Code.ConfluencePageClass[0]

Details

Page properties

Content

@@ -1,6 +4,3 @@
--{{layout}}
--{{layout-section ac:type="two_right_sidebar"}}
--{{layout-cell}}
  {{id name="Start ScreenSteps Content"/}}
@@ -24,7 +24,7 @@
  **Third-party activity headers currently can't be mapped via an uploaded layout file. They must be mapped manually in the Activity Mapping Area.**
--== **OPEN THE MAPPING WINDOW** ==
++=== OPENING THE MAPPING WINDOW ===
  === Select UTILTIES from the main menu. ===
@@ -36,7 +36,7 @@
  This will open the Manage Mapping Listing Page, as shown below.
--== **CREATE A NEW DATA MAPPING** ==
++=== CREATE A NEW DATA MAPPING ===
  [[image:attach:media_1467388147151.png||align="center"]]
@@ -45,7 +45,7 @@
  To edit an existing mapping, select the Edit icon.
   To delete an existing mapping, select the Delete icon.
--=== **1 – INFORMATION AND DEMOGRAPHIC MAPPING** ===
++=== 1 – INFORMATION AND DEMOGRAPHIC MAPPING ===
  [[image:attach:media_1468252151743.png||align="center"]]
@@ -57,162 +57,101 @@
  See below for detail on each part.
--==== (% style="color: rgb(128,0,0);" %)__Information__(%%) ====
++=== INFORMATION ===
--(% style="margin-left: 30.0px;" %)
  **Name:** Give the mapping a name (required)
--(% style="margin-left: 30.0px;" %)
  **Description:** Provide a description of the mapping (optional)
--(% style="margin-left: 30.0px;" %)
  **Select whether you want to map transactions and/or activity:** You can create a mapping for demographic questions only, or map any combination of demographics, transactions, and actions.
--(% style="margin-left: 30.0px;" %)
  **Upload Layout:** Uploading a layout document is optional. You may opt to manually enter demographic and transactional questions and values to be mapped to ONEcount questions and values. Or, you may use a combination of both uploading a layout and manual entry.
--(% style="margin-left: 30.0px;" %)
  (% style="text-decoration: underline;" %)//**To Upload a Layout File**//(%%)
   Click on the "Browse" button, locate the file on your computer, then click on "Upload File".
--(% style="margin-left: 30.0px;" %)
  When you upload an external layout, the Demographic and Transacton Mapping Areas will be automatically pre-populated with each question/data field and values for that field. (See screenshotbelow)
--(% style="margin-left: 30.0px;" %)
  See screenshots of pre-population and layout formatting rules below.
--(% style="margin-left: 60.0px;text-align: center;" %)
--**
--**
++=== Layout File Format ===
  [[image:attach:media_1468252886176.png||align="center"]]
--(% style="margin-left: 60.0px;" %)
  _(% style="text-decoration: underline;" %)**Layout File Format**(%%) _
   The layout file must be in .csv format and include markers for demographic questions (~#~##demographics), products (~#~##products~#~##), subscription type(~#~##subscriptionType~#~##), and product status (optional) (~#~##productStatus~#~##).
--(% style="margin-left: 60.0px;" %)
  (% style="text-decoration: underline;" %)//Demographic Mapping//
--*
--**
--*** For Demographic Questions: Question text must be in Column A, response values for multiple response-type questions* in Column B, and response text values in Column C.
++* For Demographic Questions: Question text must be in Column A, response values for multiple response-type questions* in Column B, and response text values in Column C.
   *Note that text-response type questions, e.g. last name, don't require values in Column B or C.
--(% style="margin-left: 60.0px;" %)
  (% style="text-decoration: underline;" %)//Transaction Mapping//
--*
--**
--*** For Products: Product ID must be in Column A and Product name in Column B.
--*** For Subscription Type: Sub Type ID/value is in Column A and subscription type name in Column B.
--*** For Product Status: Status ID must be in Column A and Status name in Column B.
--\\
++* For Products: Product ID must be in Column A and Product name in Column B.
++* For Subscription Type: Sub Type ID/value is in Column A and subscription type name in Column B.
++* For Product Status: Status ID must be in Column A and Status name in Column B.
--(% style="text-align: center;" %)
--//**Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout**//
++=== Screenshot: Pre-Populated Demographic Questions/Data Fields - Uploaded Layout ===
  [[image:attach:media_1467396172019.png||align="center"]]
--
++=== Screenshot: Pre-populated Question Responses - Uploaded Layout ===
--(% style="text-align: center;" %)
--**//Screenshot: Pre-populated Question Responses - Uploaded Layout//**
--
  [[image:attach:media_1467391080266.png||align="center"]]
--
++=== Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout ===
--(% style="text-align: center;" %)
--**//Screenshot: Pre-Populated Transaction Mapping - Uploaded Layout//**
--
  [[image:attach:media_1467391409099.png||align="center"]]
--==== (% style="color: rgb(128,0,0);" %)__Map Third-Party Questions__(%%) ====
++=== MAPPING AREA ===
  [[image:attach:media_1467397686498.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
  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.
--(% style="margin-left: 30.0px;" %)
  The mapping area consists of three columns: **Third Party Questions, ONEcount Questions, and Validations.**
--*
--** **Third Party Questions** shows questions/data fields your, or a third party's, data file.
--** **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
--** **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
++* **Third Party Questions** shows questions/data fields your, or a third party's, data file.
++* **ONEcount Questions** shows the corresponding ONEcount question to be mapped to the Third Party Question.
++* **Validations** allows you to select validations for the mapped question, i.e., Required, Email, Number and Text, Text Only.
--(% style="margin-left: 30.0px;" %)
--===== Manually Add Third-Party Questions =====
++=== Manually Add Third-Party Questions ===
--(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1467398286154.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
  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.
--(% style="margin-left: 30.0px;" %)
  Be sure to select "Yes" if it is a question with selectable responses, i.e. radio button/select/checkbox-type. Click Save.
--==== (% style="color: rgb(128,0,0);" %)__Map Third-Party to ONEcount Questions and Responses
--__(%%) ====
++=== Map Questions and Responses ===
--(% style="color: rgb(128,0,0);" %)__ __
--
--(% style="margin-left: 60.0px;" %)
--//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.//
--
--(% style="color: rgb(128,0,0);" %)__ __
--
--(% style="margin-left: 60.0px;" %)
--//THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.//
--
--(% style="color: rgb(128,0,0);" %)__ __
--
--(% style="margin-left: 60.0px;" %)
--//ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.//
--
--(% style="color: rgb(128,0,0);" %)__
--__
--
--(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1467398257338.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
  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.)
++ If it's a text-type response, you won't need to map responses and values.
--(% style="margin-left: 30.0px;" %)
++**YOU MUST FIRST MAP THE 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. THIS APPLIES TO BOTH MANUALLY ADDED QUESTIONS AND QUESTIONS PRE-POPULATED BY UPLOAD OF AN IMPORT.**
--If it's a text-type response, you won't need to map responses and values.
++**ONEcount QUESTIONS AND RESPONSE VALUES MUST BE CREATED PRIOR TO PERFORMING MAPPING.**
--
--
--(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1467398730892.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
  Simply drag and drop ONEcount questions from the question pool into the appropriate cell in the mapping table.
--(% style="margin-left: 30.0px;" %)
  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.)
--(% style="margin-left: 30.0px;" %)
  [[image:attach:media_1467398948360.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
  Once Questions are mapped, you can add validations and/or map responses for radio/select/checkbox-type questions.
--(% style="margin-left: 30.0px;" %)
  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.
--(% style="text-align: center;" %)
--//**Screenshot – Mapped Questions with Validations**//
++=== Screenshot – Mapped Questions with Validations ===
  [[image:attach:media_1467399198566.png||align="center"]]
--(% style="margin-left: 30.0px;" %)
--===== Map Question Responses =====
++=== Map Question Responses ===
  [[image:attach:media_1467391237758.png||align="center"]]
@@ -299,7 +299,7 @@
  When finished mapping, click the "Next" button.
--== **SAVE MAPPING** ==
++=== Save Mapping ===
  When done with mapping(s), click "Next".
@@ -312,63 +312,3 @@
  {{id name="End ScreenSteps Content"/}}
--{{/layout-cell}}
--
--{{layout-cell}}
--{{panel borderStyle="solid" title="Search all Documentation:"}}
--
--
--{{livesearch/}}
--{{/panel}}
--
--{{panel borderStyle="solid" title="Search System UTILITIES:"}}
--
--
--{{pagetreesearch rootPage="System Utilities"/}}
--{{/panel}}
--
--{{panel title="More System UTILITIES"}}
--{{expand title="Expand"}}
--
--
--(% style="margin-left: 30.0px;" %)
--[[Job List>>doc:Utilities - Job List (v12\.x)]]
--
--(% style="margin-left: 30.0px;" %)
--[[Backend User Permissions>>doc:Utilities - Backend Users and Permissions (v12\.x)]]
--
--(% style="margin-left: 30.0px;" %)
--[[Email Engine Sender Score>>doc:Email Engine and Sender Score]]
--
--(% style="margin-left: 30.0px;" %)
--[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
--
--(% style="margin-left: 30.0px;" %)
--Action Manager
--
--(% style="margin-left: 30.0px;" %)
--[[Configuration Manager>>doc:Utilities - Configuration Manager (v12\.x)]]
--
--(% style="margin-left: 30.0px;" %)
--Backend Activity Log
--
--(% style="margin-left: 30.0px;" %)
--IVT Mitigator
--
--(% style="margin-left: 30.0px;" %)
--[[Widget Builder>>doc:Utilities - Widget Builder (v12\.x)]]
--
--(% style="margin-left: 30.0px;" %)
--
--
--(% style="margin-left: 30.0px;" %)
--Import/Export Tool
--{{/expand}}
--{{/panel}}
--
--
--
--
--{{/layout-cell}}
--{{/layout-section}}
--{{/layout}}

Confluence.Code.ConfluencePageClass[0]

id

@@ -1,1 +1,1 @@
--67665
++67341

url

@@ -1,1 +1,1 @@
--https://info.onecount.net//wiki/spaces/OD/pages/67665/Utilities - Mapper (v12.x)
++https://info.onecount.net//wiki/spaces/OD/pages/67341/Utilities - Mapper (v12.x)