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Registry Business Objects

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Business Objects enable you to set up rules that control the behaviour of each field the user may encounter while using the system.

Several of the categories use a number of common fields listed in the table below and referred to later in the chapter.

Field

Description

Default Value

The initial value of the field, before the user makes any changes.

Label

The name of the category as it is displayed in the user interface.

Format

For fields that are dates or date/times, you can select the date or date/time format to display the data.

To set the date format across the application, refer to Defining the Default Date and Time Format.

List

Click Select an Item to search for and select a list of possible entries in the field. Lists can be created and modified in General Configuration.

Maximum Length

Maximum number of characters that can be entered in this field.

Maximum Number of Values

If you selected a list and the list is enabled for multiple selections, this field specifies the maximum number of values that the field can have.

Maximum Value

Largest numerical value that can be entered in this field.

Minimum Length

Minimum number of characters that can be entered in this field.

Minimum Value

Smallest numerical value that can be entered in this field

Mode

Specifies the accessibility of this marketing data field. The mode options are:

Unbound: Specifies whether the field is bound to the specified list (No) or enabled for users to enter their own value (Yes).

Persistable: Specifies that the field information can be saved to the database.

Optional: Specifies whether the field is optional.

Readable: Select Yes to enable users to see this field on their interface.

Writeable: Select Yes to enable users to set a value for this field.

Masked: Select Yes to enable data masking. You must then specify how to mask the data using the 'Mask' field.

 

The three possible settings are:

oDefault: the generally anticipated use of the field.

oYes: field option is active ('Optional' set to Yes indicates an optional field).

oNo: field option is not active ('Optional' set to No indicates a mandatory field).

Subtype

Subtypes can be used to alter the way data is presented or to validate the supllied information. The following subtypes are available, however not all are available for all fields:

Appeal: Makes the field an 'Appeals' field (magnifyingGlass-7.X), allowing you to search for an appeal.

Article: Makes the field an 'Articles' field (magnifyingGlass-7.X), allowing you to search for an article.

Benefits: Makes the field a 'Benefits' field (magnifyingGlass-7.X), allowing you to search for a benefit.

Bundle: Makes the field a 'Bundles' field (magnifyingGlass-7.X), allowing you to search for a bundle.

Campaign: Makes the field a 'Campaign' field (magnifyingGlass-7.X), allowing you to search for a campaign.

Colour: Makes the field a colour selection field (colourIcon-7.X).

Compressed Multi: Information enter into a compressed multi field is stored to the database using a compressed format.

Customer: Makes the field a 'Customers' field (magnifyingGlass-7.X), allowing you to search for a customer.

Date: Makes the field a date field (calendarIcon-7.X), allowing you to select a date.

DateTime: Makes the field a date/time field (calendarIcon-7.X), allowing you to select a date and time.

Day of Week: Makes the field a day of the week field, allowing you to enter a day of the week (Monday, Tuesday).

Duration: Makes the field a date/duration field (calendarIcon-7.X and durationIcon-7.X), allowing you to select a date or select a duration.

Duration Date Only: Makes the field a duration field (durationIcon-7.X), allowing you to select a duration.

Email: Makes the field an email address field (emailIcon-7.X). Clicking emailIcon-7.X will open a new email message to the corresponding email address.

Event: Makes the field a 'Events' field (magnifyingGlass-7.X), allowing you to search for an event.

File Name: Makes the field a file name field, validating that the file name contains an acceptable file extension.

Fixed Value Rate: Makes the field a fixed value field. Values entered in these field must be fixed monetary values to two decimal places.

Fund: Makes the field a 'Funds' field (magnifyingGlass-7.X), allowing you to search for a campaign.

Gifts: Makes the field a 'Gifts' field (magnifyingGlass-7.X), allowing you to search for a gift.

Google Tracking ID: Sets the field as a Google analytics account number.

Hashtag: Sets the field as social media hashtag.

Image URL: Makes the field an image URL field (linkIcon-7.X), allowing you to enter a URL linking to an image. Clicking linkIcon-7.X will open a new browser window and direct it to the corresponding URL. This is done to verify that the address is correct.

Info URL: Makes the field a URL field (linkIcon-7.X), allowing you to enter a URL linking to a site. Clicking linkIcon-7.X will open a new browser window and direct it to the corresponding URL. This is done to verify that the address is correct.

Membership: Makes the field a 'Memberships' field (magnifyingGlass-7.X), allowing you to search for a membership.

Membership Level: Makes the field a 'Membership Level' field (magnifyingGlass-7.X), allowing you to enter the membership level directly or to search for it.

Miscellaneous Item: Makes the field a 'Miscellaneous Items' field (magnifyingGlass-7.X), allowing you to search for a miscellaneous item.

Multi-Email: Makes the field an email address field (emailIcon-7.X). Clicking emailIcon-7.X will open a new email message to the corresponding email address.

You can enter multiple email addresses by pressing ENTER or TAB after each one, or copying/pasting a number of address separated by semicolons (;).

Order: Makes the field an 'Orders' field (magnifyingGlass-7.X), allowing you to search.

Organization: Makes the field an 'Organization' field (magnifyingGlass-7.X), allowing you to search for an organization.

Password Subtype:

Payment Account Number:

Percentage Rate: Makes the field a percent based field. Values entered in these fields must be followed by a % symbol.

Phone Number: Makes the field a phone number field. The field will validate that the phone number does not contain alpha characters.

Postal Code/Zip Code: Makes the field a postal/zip code field. The field will validate against the selected country's postal/zip code format.

Price Chart: Makes the field a 'Price Charts' field (magnifyingGlass-7.X), allowing you to search for a price chart.

Program: Makes the field a 'Programs' field (magnifyingGlass-7.X), allowing you to search for a program.

Promotional Code: Makes the field a 'Promotion' field (magnifyingGlass-7.X), allowing you to search for a promotion.

Question: Makes the field a 'Question' field (magnifyingGlass-7.X), allowing you to enter the question directly or to search for a question.

Rich Text: Makes the field a rich text field, allowing you to apply some limited formatting (bold, italics underline).

Saved Lists: Makes the field a 'Saved List' field (magnifyingGlass-7.X), allowing you to search for a saved list.

Settlement: Makes the field a 'Settlement' field (magnifyingGlass-7.X), allowing you to search for a settlement.

Standard: Makes the field a standard field, allowing you to enter any value into the field. Leaving the 'Subtype' blank will have the same effect.

Subtype Mode: Sets the Yes/No/Default mechanism used with Registry subtypes.

Time: Makes the field a time field, allowing you to enter exact times of day (10:15 AM, 14:23).

Twitter Account: Sets the field as a Twitter account handle.

User: Makes the field a 'Users' field (magnifyingGlass-7.X), allowing you to search for a user.

Venue: Makes the field a 'Venue field (magnifyingGlass-7.X), allowing you to search for a venue.