Field Sets Overview (Adobe Analytics)

Rebekah Garner
Rebekah Garner
  • Updated

Field Sets is a library of fields to be used in the Submission Table. Administrators define the field’s name, description, field type (list, autofill, concatenation, constant, date, text), governance and formatting.

Administrators can map fields to Adobe classifications in a Target. For Administrators that need additional information about Targets, read the Targets Overview (Adobe Analytics) document.

Viewing Field Sets
Creating a Field Set
Duplicating a Field Set
Editing a Field Set
Deleting a Field Set 

Viewing Field Sets

  1. Click Settings in the Navigation menu.

  2. Click Field Sets in the Elements Sub-Navigation menu.

               The Field Sets page displays.

 

You can view the following information about Field Sets:

  • Name
  • Updated Date
  • Description

The sort feature is available for all columns. You can sort all columns in ascending or descending order.

Creating a Field Set

There are two methods to create Field Sets:

Create a New Field Set

  1. On the Field Sets page, click  Create New Field Set.
                The New Field Sets work area displays.


    You can view the following information about Field Sets in the work area:
    • Name
    • Type  
    • Updated Date  
    • Required  
    • Target Mapping

  2. Enter the Field Set Name and Description in the designated fields.
    We recommend entering a description to easily determine the purpose of a particular Field Set.

  3. Add Fields by one of three methods:
      1. Click mceclip0.png  Import from Targets at the top-right of the work to create fields for each classification in a designated Target (report suite and evar/report).
      2. Click mceclip0.png  Import from Lists at the top-right of the work area to create all fields as they appear in a Pick List.
      3. Click  Add Field at the top-right of the work area to add a field.


        • Enter the new field Name (required).

  4. Enter a Description (optional). The description will display as a hover-over tool tip in the Submission Table.


  5. Check the box Required Field if the field must be filled in before the Submission Table can be completed (optional).

  6. Select the Field Type from the drop-down menu.
Field Type Description
List Pick lists allow a defined list of allowable entries the user can select from.  Select the Pick List from the drop-down menu either by scrolling or begin typing the Pick List name.
  • If the list you want to use has more than one column, you must specify which column you want the list to populate from.
  • Check the box Select Multiple Values if the user should be allowed to select more than one value from the pick list in the Submission Table. Define the delimiter.

For more information read the Pick List Overview article or for more detailed instructions for each of the pick list types see their respective articles: Pick List - Drop Down, Pick List - Dependent, Pick List - Drill Down.

Autonumber The Autonumber field generates a sequential number managed by Claravine. Designate the starting number and minimum width. Claravine will increase by one across all templates this field is used in.
mceclip0.png
Auto Fill Select the field you want to automatically duplicate. Transform the metadata from the autofilled field. 

Convert Case:

  • None - For no transformation.
  • Uppercase to have all text display in capital letters
  • Lowercase to have all text display in lowercase letters

Spaces:

  • None - For no transformation.
  • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
  • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)


Concatenation Combine the values from two or more fields into a single field. Concatenated fields can use all field types: text, pick lists, constant, autofill, and date. You can specify the separator character/delimiter or to not use a separator between fields. 

If you add a new field to include in the concatenation, you must save the Field Set first.



Constant Specify a constant value that you want to always be populated in this template in the Submission Table
.


Date The Date field will populate in the submission table as a pop-up calendar widget. Specify the following date parameters:
  • Name: Enter the name of the date.
  • Order: Select the order the date displays (M/D/Y, Y/D/M, D/M/Y, or Y/M/D).
  • Month Format: Select the format of the month to display: single-digit (M), double-digit (MM), abbreviated (Jan), full name (January), or None to exclude the month from the date field.
  • Day Format: Select the format of the day to display: single-digit (D), double-digit (DD), or None to exclude the day from the date field.
  • Year Format: Select the format of the year to display double-digit (YY), 4-digit year (YYYY), or None to exclude the day from the year field.
  • Separator: Enter the delimiter between the month, day, and year values.
  • Auto Populate: Check the box to auto-populate the current date upon submission.


Text Text fields allow users to manually enter values in the user's Submission Table. Specify the following parameters for text fields:
  • Show Previous Values: Select this option if you want a new value to be added to a dynamic list gathering values entered through a submission.
  • Flag New Values: Select this option if you want users to be alerted that the value they entered has not been used in that field before.  Users have the option to continue and submit the value. If they proceed the new value will not be flagged next time.
  • Use list to provide suggestions: You can specify a drop-down (single column) pick list to populate suggestions for users to choose from, or they can enter their own text.

RULES
Options in this section establish governance over text entered in this field. If the text does not match any of the governance, the user will receive an error and must correct the text to match the requirement before proceeding.
  • Begins/Ends With: Enter the prefix or suffix you want text fields to be required to begin and/or end with.  *Case sensitive
  • Must Contain: Enter the value you want text fields to always include. *Case sensitive
  • Exclude: Use the drop-down menu to select the appropriate checkboxes to exclude all letters, all numbers, all symbols (special characters and punctuation), or spaces from the value.
  • Custom Exclusion: Enter a custom value you want to exclude from the field. *Case sensitive
  • Exclude as term - Check this box to exclude the Custom Exclusion combination of characters entered above.  This makes the text field act as a "Must not include".  For example, if we have set Toy as an exclude term, Toyota would receive a warning.

TRANSFORM
Options in this section auto-transform entries the user enters to gain consistent entries in open text fields.
  • Transform: Convert Case: Select uppercase to have all text display in capital letters and lowercase to have all text display in lowercase.
  • Transform: Spaces: Select how spaces should be auto-transformed.  Options are:
    • None - For no transformation.
    • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
    • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)

LENGTH
Define the minimum and maximum length of characters a user is allowed to enter in open text fields. If the field is optional, set the minimum length to 0. If the length of characters is an exact number, set the minimum and maximum to the same number.

 

  1. Click Done.

  The field displays in the work area.


  1. If the metadata entered in the Submission Table for this field needs to be sent to Adobe Analytics, click Target Mapping to associate a classification in the appropriate Target. 

    Without this field to Target classification association, no metadata will be sent to Adobe Analytics and the classifications will be unspecified. Not mapping this field will act as a Claravine-local field.

  2. Find the Target Name, use the arrow to expand the view of classification options for this Target.


  3. Check the box to the left of the classification(s) name to map the field.  
    You can map a single field to many classifications in any Target.

  4. Click Done.

  5. Click Save to save the Field Set.

 

 

Duplicate an Existing Field Set

To save time in creating Field Set, you can duplicate an existing Field Set.  This allows you to copy most field parameters from the original Field Set and then modify field parameters on the new Field Set. Concatenation and Auto Fill fields will not duplicate prior settings.

Screen_Shot_2018-12-06_at_3.25.58_PM.png When you duplicate a Field Set, any Target mappings that are designated on the parent Field Set will remain.

 

To duplicate a Field Set:

  1. On the Field Set page, click the checkbox to the left of the name of the Field Set you want to duplicate and click mceclip1.png Duplicate.



  1. Edit the Field Set details to your preference: Field Set name, description, and update the fields as needed.

  2. Click Save.

Editing a Field Set

To edit a Field Set :

  1. On the Field Set page, click the name of the Field Set you want to modify.

  2. Edit the Field Set details to your preference: Field Set name, description, and update the fields as needed.

  3. Click Save.

Deleting a Field Set

To delete a Field Set:

  1. On the Field Set page, click the checkbox to the left of the names of the Field Set you want to remove.

  2. Click Screen_Shot_2018-09-15_at_1.19.24_PM.pngDelete.
      A confirmation message displays.


  1. Click Confirm.

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