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Input Filter Fields
General
The following table describes the fields that appear on the General tab in the Input window when viewing an input filter.
Definitions
- Field delimiter: A character that is used to separate the fields in a file.
- Row delimiter: A character that is used to separate the records in a file.
Field | Description |
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Description | Enter a description of the filter. |
Header in file | If the input file you want to import contains a heading, select this checkbox. When selected, the first line in the file is ignored when the file is imported to LVP. |
Filename Pattern | This field appears if the value in the Target field is Transaction. Enter the pattern of the name of the file you want to import. Ensure that the pattern is unique and that the name of the file contains the same pattern.
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File Format | Select one of the following options:
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Allow Empty | This field, which is a checkbox, appears if the value in the Target field is Contact, Account, or Ticketing. If you want the null values in the file to also be imported to LVP, select the Allow Empty checkbox. Suppose that for a certain account, the Last Name field in the file is blank, whereas the Last Name field for the same account on LVP contains the value, Doe. If the Allow Empty checkbox is selected, when the file is imported, the Last Name field for the account on LVP is updated with the null value. If, however, the Allow Empty checkbox is cleared, when the file is imported, the Last Name field for the account on LVP retains its value, Doe. |
Truncate | This field, which is a checkbox, appears if the value in the Target field is Contact, Account, or Ticketing. If you want the values in the fields in the file to be shortened if the length of the values exceeds the predefined size limit of those fields, select the Truncate checkbox. |
Mapping
The following table describes the fields that appear in the Add Mapping or Edit Mapping window when creating or modifying a mapping in an input filter.
Field | Description |
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Columns | Select the LVP field that represents a field in the input file.
Suppose that the file contains three records presented as follows. account,first name,last name 1001,emily,dickinson 1002,virginia,woolf 1003,mary,shelley To create a mapping for the first name field, in the Columns field, you must select First Name. Similarly, to add a mapping for the last name field, in the Columns field, you must select Last Name. |
Position | Enter the position of the field selected in the Columns field. Suppose that the file contains three records presented as follows. account,first name,last name 1001,emily,bronte 1002,virginia,woolf 1003,mary,shelley In the Position field:
If the value in the File Format field is Fixed Fields with Row Delimiters, enter the position of the first character of any field value. Suppose that the file contains two records presented as follows. AccountFirstNameLastNamePhone 1 1004 CharlotteBronte 4255550150 10010Mary Shelley3175550123 The spaces inserted in some field values ensure that all the values in a field have the same number of characters (that is, the character length of the field is fixed). In the Position field:
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Total Length | This field appears if the value in the File Format field is Fixed Fields with Row Delimiters. Enter the fixed length of characters of the field selected in the Columns field. Suppose that the file contains two records presented as follows. AccountFirstNameLastNamePhone1 1004 CharlotteBronte 4255550150 10010Mary Shelley3175550123 In the file:
In the Total Length field:
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Transformations | Select the data type of the field selected in the Columns field. Important When the Target of your input filter is Transaction, Columns, such as Extra_16, Custom_16, Custom_8 do not support an apostrophe ( ' ) in the text. If the text in these columns contains an apostrophe, select Remove Apostrophe (') from the drop-down list to remove the apostrophe. For information about input filters, see Managing an Input Filter.
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Description | This field is optional. Enter the description of the field selected in the Columns field. |
Default Value | If the field selected in the Columns field is always required in the business workflow, specify the property (for example, Enabled or Disabled) or value that must be displayed in that field if it does not contain a property or value in the file. If the field selected in the Columns field is a date, and if the value Date is selected in the Default Value field, a calendar appears in the Default Value field to enable you to select a date.
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