Follow

Data Fields

This article covers:

Data fields are used to capture information in PPO. Different types of data fields allow for the capturing of different types of information, for example, dates, numbers, text, drop-down values, currencies and so on.

PPO has a standard list of data fields that provide structure to the PPO instance, but it also allows clients to specify their own data fields for capturing additional information.

Data fields can be maintained by the client‘s PPO Administrator. The PPO Administrator will require access to the Administration menu item and the Data Fields functionality, in order to maintain data fields. 

Field List page

To access the field list page, click on the Administration menu item and then click on the Data Fields icon.

Data_Fields_Icon.png

The Field >> List page will open with an option to select an entity. As the entity is selected the page will refresh showing the fields set up and available on that entity.

Field_List_Page.jpg

An important column to note is the Field Name column. This column shows the PPO key of the data field. The key is a unique identifier, which helps PPO to keep track of the data field. Because data fields can be renamed, PPO requires this key (Field Name) in order to differentiate fields from each other.

The PPO Field Name is also used when referring to data fields in support calls, when requesting custom development of reports and when specifying a formula for a calculated field.

Renaming entities

Entities can be renamed from the Field >> List page by clicking on the Edit Entity icon.

KB_datafields_step115.png

From the Entity >> Edit page a new name and plural name can be specified for the entity.

Rename_a_Entity.png

After the user has clicked on Submit Entity the entity will now appear under the newly specified name.

Renamed_Entity.png

Only entities that are available from the Data Fields page can be renamed (thus, the Life Cycle, Reports and Dashboards names cannot be changed).

Note: When renaming entities, remember to also rename the applicable data fields, by changing the captions, and also renaming the categories for the applicable data fields.

Fields sort order

The order in which data fields appear on an entity can be defined quickly by clicking on the Fields Sort Order icon.

kb_datafields_step3.png

The Fields Sort Order >> Edit page will open. Specify the new sort order by moving the items from the box on the left to the box on the right. The box on the right represents the new sort order. 

kb_datafields_step4.png

Once the sort order is defined in the box on the right, click on Submit. The data fields will automatically be updated with the new sort order key. 

Adding and editing a data field

To add a new data field, access the Field >> List page, for a specific entity, and select one of the Unused Fields at the bottom of the page.

kb_datafields_step12.png

 

To edit an existing data field, access the Field >> List page and select the entity on which you want to edit a field.

Select the applicable field from the list and edit the necessary information, after which you then need to click on the Submit Field icon.

kb_datafields_step5.png 

Deleting data fields

Data fields in PPO cannot be deleted. A set number of data fields are available for each entity and these can either be used or taken out of use as required (see the In Use field setting as explained above).

PPO differentiates between standard data fields and non-standard data fields. Standard data fields provide structure to the PPO instance as well as its reports and dashboards and are set up when an instance is created. These data fields cannot be taken out of use and their field types cannot be changed as they perform a core function in PPO.

Non-standard fields (fields that start off as Unused Fields) can be taken out of use when no longer required. Please keep in mind that if a field is taken out of use, all data stored in that field will be lost.

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request
Article is closed for comments.
Start a 30 Day Free TrialClick ClickNo Credit Card and No Obligation
Powered by Zendesk