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🏠 Feature Overview
Value Transformation
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There are two types of Value Transforms: Transforms and Manipulation
Transforms: This allows the user to take known data values which are expecting to receive, and transform them into a new value in a new field.
Manipulation : This allows the user to reformat unknown data values - combine different fields together (concatenation), or change a telephone number's format (Regex Find and Replace).
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When adding an entry to the value transform, the user enters the following fields and clicks Save
Name | Required | Notes |
Label |
| Enter a label name |
Original Field Name |
| Select from the dropdown |
New Field Name |
| Enter new field name |
Type |
| Specify the type of value transform |
Original Value |
| The original value of the field in the lead |
New Value |
| The manipulated value of the field |
Type: Transform
This allows you to take known data values you are expecting to receive, and transform them into a new value in a new field. E.g. Transforming country names to country code.
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User can create value transform groups to group together Value Transforms. These groups may be imported to individual campaigns of the Advertiser. (More details in Campaign > Value Transforms in Related Content)
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\uD83D\uDDD2 Summary
Functionality | User Story | |
|---|---|---|
| 1 | Value Transformation Listing | Users can see the value transforms listing and edit the ‘Label’, ‘Original Name’ and ‘New Name’ fields |
| 2 | Value Transformation > Add | Users can add value transform values using the Add button |
| 3 | Value Transformation > Add/Edit | Users can add and edit value transforms using the Add/Edit button |
| 4 | Value Transformation > Delete | Users can select and delete multiple value transform lists at a time |
| 5 | Value Transformation > Import | Users can import CSV file for 'transform' type of value transforms |
| 6 | Value Transformation > Group Listing | Users can see the value transforms groups listing and edit the ‘Id’ and ‘Group Name’ fields |
| 7 | Value Transformation > Group > Add | User can create value transform groups in which value transforms can be grouped |
| 8 | Value Transformation > Group > Add/Edit | User can add/edit value transform groups |
| 9 | Value Transformation > Group > Delete | User can delete value transform groups |
| 10 | Value Transformation > Table Filtering | Allows the user to filter the table values using Id, Original Name and New Name fields |
| 11 | Value Transformation > Group > Table Filtering | Allows the user to filter the table values using Id and Group Name fields |
\uD83D\uDDD2 User Permissions
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