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Creating a Data Element

To create a data element:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click Data Structure Setup > Data Elements.
3. Click the New button. The New Data Element window opens.
4. In the Data Element Name field, enter a unique name for the element.
   • The name cannot be longer than 22 characters. The name for currency amount fields on payment application detail forms cannot be longer than 21 characters.
   • The name can include alphanumeric characters.
   • The name cannot include spaces or dashes; instead, separate words with an underscore (_).
   • The name will not be case-sensitive.
   • The name cannot begin the name with a prefix reserved by Unifier: sys, or uuu.
5. In the Data Definition Source field, select the data definition you want to build this element on.

   If you choose description text, you will need to enter the number of lines you want to allow for the text.

   If you choose Image Picker, you will need to specify the height of the image in pixels. (The horizontal size of the image is automatically adjusted by the size of the form column.)

6. In the Form Label field, enter the label you want to appear on the form for this element.

   If you leave this field blank, the data definition name will be used.

7. (Optional) Use the Description field to enter details about the design of the data element.

   This can be helpful to others in understanding how to use this element.

   (For a data element based on the Decimal Amount data definition) In the Decimal Places field, specify how many decimal places the amount should display.

   On some manager sheets and forms, particularly on Payment Application forms, the decimal places of the values used in formulas will be limited by the browser.

   You can use this field to limit the number of decimal points Unifier displays, and thereby, make it easier for users to read the value of the amount. If you specify fewer decimal places, the system will round the decimal amount. However, this will also be the amount actually stored in the data element. If your process needs to maintain an exact decimal amount, specify eight decimal places; otherwise, you will lose data.

   The decimal places you specify in this field will affect this decimal amount throughout Unifier operations, logs, formulas, reverse auto-population, email notifications, conditional routings, RFB bidder forms, and so on.

   Note: The Unifier administrator has the option of specifying the number of decimal places to be displayed on manager sheet columns. The decimal amount you specify here will override the decimal amount defined for the sheet column.

8. Click OK to save your changes and exit the window.

   The Data Elements log displays the name and details of the data element you created.

About Images

If you create a data element using the Image Picker data definition, a preview of the form will show a "virtual box" to help you judge the look of the form. The virtual box will be the maximum size you specify using the Number of Lines field. At runtime, Unifier will render the image as follows:

• If the image fits the virtual box, the image will display as is.
• If the image is smaller than the virtual box, the application anchors the image to the top-left corner of the box.
• If the image is larger than the virtual box, the application adjusts the image to fit the size of the box and preserves the aspect ratio of the image.

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Last Published Monday, June 3, 2024