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	East West Central
Experience	Novice Junior Senior

Setup Steps

1. Navigate to the Set Up and Maintenance in the Functional Setup Manager.

2. Select the All Tasks tab.

3. Search for the task Manage Value Sets Manage Value Sets.

4. Click the Go to Task icon.

5. Search on the Module field for Advanced Collections.

6. Click Search.

7. In the Search Results region click on the Create icon

8. 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

9. Click Save and Close button.

10. Search on the Value Set Code that you just created. Your set code appears in the search results.

11. Click the Manage Values button in the search results.

12. On the Manage Values page, in the Search Results region, click the Create icon.

13. In the Create Values page create the East, West, and Central values.

14. 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

15. Click the Save and Close button.

16. Repeat for the Central and West regions. Click the Create icon

17. Once you have completed entering each of the regions, click the Save and Close button.

18. Click the Save and Close button.

19. Click the Done button.

20. Click the Done button, a second and final time.

21. From the Manage Value Sets task, click on the Go to Task.

22. Click on the Create icon.

23. 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

24. Click the Save and Close button.

25. Search on the Value Set Code that you just created. Your set code appears in the search results.

26. Click the Manage Values button.

27. On the Manage Values page in Search Results region click the Create icon

28. 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

29. Repeat the information for Junior and Senior values.

30. Click the Save and Close button.

31. Click the Save and Close button. a second time.

32. Click the Done button.

33. Click the Done button a second time.

34. From the All Task tab, search for the Manage Descriptive Flexfields.

35. Click the Go to Task icon

36. In the Name field enter Collectors.

37. Click the Search button

38. In the Search Results region for Collectors, click the Edit icon.

39. 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.

40. Click the Manage Contexts button.

41. 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)

42. Click the Save button.

43. In the Context Sensitive region click the Create icon and enter the following:

    Field	Value
    Name	Region
    Code	IEX REGION
    Description	Optional

44. In the Column Assignment region enter the following:

    Field	Value
    Data Type	Text
    Table Column	Attribute 1

45. 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

46. In the Display Properties region enter the following:

    Field or Check Box	Value
    Prompt	Collectors Region
    Display Type	List of Values
    Required	Unchecked

47. Click the Save and Close button

48. In the Context Sensitive region click the Create icon and enter the following:

    Field	Value
    Name	Experience
    Code	IEX EXPERIENCE
    Description	Optional

49. In the Column Assignment region enter the following:

    Field	Value
    Data Type	Text
    Table Column	Attribute 2

50. 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

51. 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

52. Click the Save and Close button.

53. click the Save and Close button, a second time.

54. Click the Done button.

55. Click the Save and Close button.

56. In the Manage Descriptive Flexfields page, search in name field for Collector.

57. In the Search Results region, the Descriptive Flexfield appears.

58. Click the Deploy Flexfield button.

59. Click OK in the pop-up window.

60. Activate the Descriptive Flexfield by signing out and signing back into the environment.

61. Navigate to Set Up and Maintenance. Search for Manage Collectors using All Tasks tab.

62. Click the Go to Task icon.

63. Verify the Additional Information field appears in the Search region with a List of Values of Region and Experience.

64. 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.