Data Fields


				

Contents

Overview

The Data Fields configuration is where you create the labeling for your custom data fields within the application. This is typically party-specific and demographically oriented information.

The system defined, baseline data fields can not be edited (see the list in the screen shot below). However, if the field requires specifically formatted data, you can add or edit values or parameters using the Manage Values and Specify Validation links.

System Defined Data Fields

Adding a Data Field

The User Defined check box is automatically selected when you add a Data Field and is always read only, whether the field was added or is system defined.

To Add a Data Field:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Data Management section, select Data Fields.
  3. On the Data Fields page, click Add. The row editor displays.
  4. Enter a Name (required) and brief Description in their respective text boxes.
  5. If you would like to be able to run a search inquiry on this field, select the Indexed check box. Indexing is a method that facilitates the fast and accurate retrieval of data from a database.
  6. If this is a field that contains characters, enter the maximum amount of characters allowed in the Length text box. If not, leave it at "0" (default).
  7. Select the format for the field in the Value Format drop-down list (required). At this point, the Update button will activate.
    1. Date: if the field is a date.
    2. String: if characters will be entered into the field e.g. names, occupations, etc.
    3. Decimal: if numbers will be entered into the field that include a decimal point.
    4. Currency: if the field is a monetary value.
  8. Click the Update button.
    Adding a Data Field

Editing Data Fields

Only records with the Manage Values or Specify Validation links can be edited. If you double-click any other record, you will receive the below Error Message.

Error Message


When you click either the Manage Values or Specify Validation links in the row of a record, their respective pop-up windows display. When you are done completing the form, you will be returned to the row editor to edit any additional information.

List Values

The Manage Values link is for fields that involve making selections from a drop-down list ONLY e.g. Gender, Member Type, etc. This is where you enter the data options that can be selected from these drop-down lists.

Tip...if you double-click anywhere in a row that includes the Manage Values link, a green Add button displays to the right of the link the row editor. Click that button and you will also be directed to the Data Field Values pop-up form.

To Set Up Data Field List Values:

  1. Click the Manage Values link in the List Values column of a Data Field record. The Data Field Values pop-up form displays.
  2. Add the name of the value in the Value text box. The Set button will now activate
  3. The Default check box defaults to selected. If this entry is NOT the default value for this drop-down list, clear the check box.
  4. Click the Set button.
    Managing Values for drop-down lists

If at a later date you would like to inactivate one of these values:

  1. Return to the Data Fields configuration.
  2. Click the appropriate Manage Values link. The Data Field Values pop-up form displays.
  3. Double-click the record and select the Inactive check box.
  4. Click the Set button.

Date Validation

The Specify Validation link displays for fields involving Dates only. It is used to establish search ranges for date fields e.g. Date of Birth.

To Set Up Date Field Validation:

  1. Click the Specify Validation link in the Date Validation column of a Data Field record. The Date Field Validation pop-up form displays.
  2. In the Specify Active Range for Calendar section, the Days Before Today field defaults to 60000 i.e. the search will go back this many days before the current date. If you would like to increase or decrease the amount of days, use the up or down arrows accordingly.
  3. The Days After Today field defaults to "0". Repeat the previous step to edit the number of days.
  4. The Enable Today's Date check box defaults to selected i.e. the Today button will be activated on all of the forms. If you would like to disable the Today button on the forms, clear this check box.
  5. In the Default Date Value on Calendar section, select a value in the Criteria drop-down list. This field determines the default value for the calendar field on any given form.
    • The drop-down list defaults to None. The date field will default to blank or have no value defaulted.
    • If you select Current Date, the date field will default to the current date.
    • If you select Days Before Today, the selector field to the right will activate. Use the up or down arrows accordingly. The date will default to that many days before the current date.
    • If you select Days After Today, the selector field to the right will activate. Use the up or down arrows accordingly. The date will default to that many days after the current date.
      Criteria drop-down list options
  6. Click Continue.

In the screen shot below, the range of the calendar will be "60,000" days before today up to ZERO (0) days after today. This means that you can select the member's Date of Birth as far back as "60,000" days and up until "Today", which in essence, is ZERO (0) days after today.

Date Validation

RegEx

Regular Expression (RegEx) is a programmatic way of formatting information and defines how data returned for that field is displayed i.e. you will enter the data in a certain manner but after it is saved, it will display in a different format.

A common example is entering a phone number on a form. You will often times be asked to enter just the 10-digits of the phone number without the parentheses for the area code and the dashes between the prefix and the last four digits. After you save the data, through Regular Expression syntax, the phone number will display with the parentheses and dashes in the final product.

To add RegEx to a data field, double-click in the row and enter the appropriate RegEx syntax in the text box. Here is an example of the syntax for a phone number:

  1. \d{3}-\d{3}-\d{4}


For more syntax examples, see the Technical Information section below.

Mask

Masking is similar to RegEx but you see the actual formatting as you enter the data e.g. you see the dashes when you enter a Social Security Number or the parentheses and dash when you enter a phone number.

You add Mask syntax in the same manner as you do RegEx syntax.

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Technical Information

Validates an Email Address

  1. ^(?("")("".+?""@)|(([0-9a-zA-Z]((\.(?!\.))|[-!#\$%&'\*\+/=\?\^`\{\}\|~\w])*)(?<=[0-9a-zA-Z])@))(?(\[)(\[(\d{1,3}\.){3}\d{1,3}\])|(([0-9a-zA-Z][-\w]*[0-9a-zA-Z]\.)+[a-zA-Z]{2,6}))$


Validates a URL

  1. ^(ht|f)tp(s?)\:\/\/[0-9a-zA-Z]([-.\w]*[0-9a-zA-Z])*(:(0-9)*)*(\/?)([a-zA-Z0-9\-\.\?\,\'\/\\\+&amp;%\$#_]*)?$


Validates Zip Code + 4

  1. ^(\d{5}-\d{4}|\d{5}|\d{9})$|^([a-zA-Z]\d[a-zA-Z] \d[a-zA-Z]\d)$

Related Information

Data Management

Data Fields
Data Security


Discount Code Security
Import Configuration


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The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
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