Set Up the Collectors Descriptive Flexfield
The Manage Collectors descriptive flexfield provides 15 segments to capture additional information. These segments are made available to you as individual fields in the Manage Collectors page.
This example illustrates how to set up the descriptive flexfield using the context-sensitive segments, based on the following scenario.
Scenario
You have been tasked with setting up collectors and want to capture more information about the collectors geographical location and collections experience. You want to be able to search on this information and associate this information to each collector you create. Set up the additional fields using the following information
Segment Name |
Value |
---|---|
Region |
|
Experience |
|
Setup Steps
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Navigate to the Set Up and Maintenance in the Functional Setup Manager.
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Select the All Tasks tab.
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Search for the task Manage Value Sets Manage Value Sets.
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Click the Go to Task icon.
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Search on the Module field for Advanced Collections.
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Click Search.
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In the Search Results region click on the Create icon
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In the Create Value Set page, enter the following information:
Create Value Set
Value
Value Set Code
IEX_REGION
Description
Optional
Module
Advanced Collections
Validation Type
Independent
Value Data Type
Character
Definition Region
Value
Value Subtype
Text
Maximum Length
20
Minimum Value
Leave Blank
Maximum Value
Leave Blank
Uppercase only
Unchecked
Zero fill
Unchecked
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Click Save and Close button.
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Search on the Value Set Code that you just created. Your set code appears in the search results.
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Click the Manage Values button in the search results.
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On the Manage Values page, in the Search Results region, click the Create icon.
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In the Create Values page create the East, West, and Central values.
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Enter the following information:
Field or Check Box
Value
Required Value
East
Description
Optional
Enabled
Checked
Start Date
Optional
End Date
Optional
Sort Order
Optional
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Click the Save and Close button.
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Repeat for the Central and West regions. Click the Create icon
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Once you have completed entering each of the regions, click the Save and Close button.
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Click the Save and Close button.
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Click the Done button.
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Click the Done button, a second and final time.
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From the Manage Value Sets task, click on the Go to Task.
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Click on the Create icon.
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Enter in the following information from Create Value Set page:
Value Set Field
Value
Value Set Code
IEX_EXPERIENCE
Description
Optional
Module
Advanced Collections
Validation Type
Independent
Value Data Type
Character
Definition Region Field or Check Box
Value
Value Subtype
Text
Maximum Length
20
Minimum Value
Leave Blank
Maximum Value
Leave Blank
Uppercase only
Unchecked
Zero fill
Unchecked
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Click the Save and Close button.
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Search on the Value Set Code that you just created. Your set code appears in the search results.
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Click the Manage Values button.
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On the Manage Values page in Search Results region click the Create icon
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In the Create Values page create the Novice, Junior and Senior values.
Field or Check Box
Value
Required Value
Novice
Description
Optional
Enabled
Checked
Start Date
Optional
End Date
Optional
Sort Order
Optional
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Repeat the information for Junior and Senior values.
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Click the Save and Close button.
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Click the Save and Close button. a second time.
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Click the Done button.
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Click the Done button a second time.
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From the All Task tab, search for the Manage Descriptive Flexfields.
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Click the Go to Task icon
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In the Name field enter Collectors.
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Click the Search button
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In the Search Results region for Collectors, click the Edit icon.
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In the Context Segment region in the Prompt field, enter Additional Information as the name for the Prompt to be displayed on the Manage Collectors page.
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Click the Manage Contexts button.
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From the Manage Contexts page click the Create icon and enter the following:
Field
Value
Display Name
Additional Information
Context Code
IEX ADD INFO (uppercase recommended)
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Click the Save button.
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In the Context Sensitive region click the Create icon and enter the following:
Field
Value
Name
Region
Code
IEX REGION
Description
Optional
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In the Column Assignment region enter the following:
Field
Value
Data Type
Text
Table Column
Attribute 1
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In the Validation region enter the following:
Field or Check Box
Value
Value Set
IEX_Region
Description
Optional
Range Type
Not required
Required
Unchecked
Initial Default
Not required
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In the Display Properties region enter the following:
Field or Check Box
Value
Prompt
Collectors Region
Display Type
List of Values
Required
Unchecked
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Click the Save and Close button
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In the Context Sensitive region click the Create icon and enter the following:
Field
Value
Name
Experience
Code
IEX EXPERIENCE
Description
Optional
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In the Column Assignment region enter the following:
Field
Value
Data Type
Text
Table Column
Attribute 2
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In the Validation region enter the following:
Field or Check Box
Value
Value Set
IEX_Experience
Description
Optional
Range Type
Not required
Required
Unchecked
Initial Default
Not required
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In the Display Properties region enter the following:
Field or Check Box
Value
Prompt
Collector Experience
Short Prompt
Experience
Display Type
List of Values
Required
Unchecked
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Click the Save and Close button.
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click the Save and Close button, a second time.
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Click the Done button.
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Click the Save and Close button.
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In the Manage Descriptive Flexfields page, search in name field for Collector.
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In the Search Results region, the Descriptive Flexfield appears.
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Click the Deploy Flexfield button.
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Click OK in the pop-up window.
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Activate the Descriptive Flexfield by signing out and signing back into the environment.
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Navigate to Set Up and Maintenance. Search for Manage Collectors using All Tasks tab.
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Click the Go to Task icon.
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Verify the Additional Information field appears in the Search region with a List of Values of Region and Experience.
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Create a new collector and Expand the row. Verify the Additional Information with the 2 segments Region and Experience appear with the appropriate values for each.