Field settings apply to the specific field mapping. The options available will vary depending on the type of field you select.
Updating or creating specific fields
For this field you may want to only update existing constituent records or only add the value to new constituent records. For child record such as phones, addresses, notepads etc, you can also select whether or not you want to update the field on new or existing children. In the example below the phone number will be added to both new and existing constituents and it will be added to new phone records or update existing (matched) phone records. Select the checkboxes accordingly.
Conditionally Update Values
As well as the previous section where you are able to add or update depending on whether the record or parent record is new or existing, it is also possible to add or update the specific field based on the value of another field.
The options allow you to pick and incoming field from the data source and “Assign when” or “Do not assign when” the selected field is either blank, not bank, equal to or not equal to a value you specify.
You can also correct user entry errors before they reach your database using the settings for each field. The following options are available:
- Make all incoming text in a field UPPER CASE
- Make all incoming text in a field lower case
- Make all incoming text in a field Proper Case
Add code table entries / Make inactive entries active
When you map your data and a drop down field is selected, a new field setting option is added. Similarly to the date field outlined above. If selected, the user is able to automatically add the table entry to the system or make an existing inactive table entry active.
Please note that you will need to have the rights to do this. This only works on code tables that are editable. Therefore, it will not work on dropdowns such as pay method or gift type as these have a fixed list of entries.
You are also able to ignore values that are not in the code table. Instead of creating an exception these will simply not be added to the record.
See also the ‘data transformations‘ page