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translations [2015/02/17 01:01]
120.150.160.101 [Using Flexible Fields in the Manage Data Form] 		translations [2020/09/25 09:53] (current)
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   * Important Note:    * Important Note: 
     * Flex Fields 1-5 capture numerical data (i.e. 5,231.32). These should be used if you want to capture data to be summed / used in future calculations.      * Flex Fields 1-5 capture numerical data (i.e. 5,231.32). These should be used if you want to capture data to be summed / used in future calculations. 
-    * Flex Fields 7-15 capture text data (i.e. Bob Smith). These should be used if you want to capture descriptive data that you may want to group/sort data by in future reports. +    * Flex Fields 6-15 capture text data (i.e. Bob Smith). These should be used if you want to capture descriptive data that you may want to group/sort data by in future reports. 
  
 ===== Using Flexible Fields ===== ===== Using Flexible Fields =====
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 6. Click "Generate CSV Template" button to download updated Data Template for use in uploading your data.  6. Click "Generate CSV Template" button to download updated Data Template for use in uploading your data. 
 +
 Note:  Note: 
   * In the CSV Template, the Flex field headings remain as Flex1, Flex2 etc. You can manually rename these and save the CSV template before distributing to your users.    * In the CSV Template, the Flex field headings remain as Flex1, Flex2 etc. You can manually rename these and save the CSV template before distributing to your users. 
   * When uploading the CSV template in the Manage Upload Data section, always select "Custom Template" not "Standard Template"   * When uploading the CSV template in the Manage Upload Data section, always select "Custom Template" not "Standard Template"
   * Ensure that you only enter numerical data against Flex Fields 1-5 and Text data against Flex Fields 6 - 15    * Ensure that you only enter numerical data against Flex Fields 1-5 and Text data against Flex Fields 6 - 15 
 +
 +===== Customise Reports to include Flexible Field Data =====
 +
 +The Standard Reports available in CarbonView do not include Flexible Fields. 
 +
 +Please feel free to discuss the customisation of reports with your CarbonView account manager so that reports can be updated to include flexible fields. 
 +
 +To raise this as a request with Acresta's Support Team, please use the Support portal at http://support.acresta.com/home
 +
  
translations.1424134917.txt.gz · Last modified: 2020/09/25 09:53 (external edit)

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