Segmentation fields are flexible fields that the user can configure. It is meant to put an extra label, category, segmentation or any custom field to a portfolio, project, execution report or financials. It gives the user maximum flexibility to create its own fields that can be used for filtering or enrich the data stored in the system. In this section we describe the type of fields you can set up, how to populate it with values and how to configure it all together.
Type of fields
When setting up your custom field, you can choose between four types:
- Date field
- Text field
- Large texte field
- Number field
In case you select a (large) text or number field, you can either keep the entry free format or use a select list from which the user needs to choose. In the latter case, you can manually set up the different entries for the select list or you can upload a “list of values” to which you can refer when configuring your flexible column. If you want to use an uploaded “list of values”, you should upload them BEFORE starting the configuration of a new flexible column.
Uploading list of values
Go to the Community menu and browse to the Segmentation tab.
STEP 1 | First, you need to create a new list to which you can later on add values. Click on the button “Create LOV”.
A new screen opens where you enter the name of your list. Click “Apply Changes” to save your list.
STEP 2 | Now you can add values to the list “Country” (example used in the screenshots). This can be done, either by manually typing in each value for the select list or by uploading the list of values by using an excel file.
Manual entry of the list of values
Select the list and click the “edit button”. Now click the “Add” button to add a value for this list. Enter a name, display value in the list and return value. Click Save when done. You can repeat this step until your list is complete.
Uploading list of values
To upload a list of values, go to the Data Integration menu and select “List of Values” in the upload section. Now, follow the series of steps to upload the values by using the bizztracker LOV template. In the first step you can download the latest version of the template. Make sure you only use the following commands:
- UPDATE to change the display / return value of an existing value
- ADD to add a new value to your list
- DELETE to delete a new value to your list.
There are validation steps in the uploading process to make sure you are uploading list of values for an existing list / to make sure you are not uploading identical display and return values and so on.
Creating a new flexible field
When creating a new flexible field, you should start from the segmentation tab on community level. There you can click “Create Category”.
A new screen now opens which will guide you through the set up process.
STEP 1 | Define where the field should be located: on the project card / portfolio card / execution report or financial table?
- When you select portfolio or project, the field will be added under the section “More info” on the portfolio or project card.
- When you choose for financials, you will be able to use the field when making a financial entry on either portfolio or project level.
- When you choose Executions, you will be able to use the field when creating the project execution report.
STEP 2 | Define the type of field, give it a name and whether it is required or not. Click Next to proceed.
STEP 3 | Choose the filed type. If you choose “Select List”, the system will ask you the source of the values of the select list. In case you have created or uploaded a list of values before starting the configuration, you can select it here. Click Next to proceed.
STEP 4 | Define whether the field should be enabled immediately or not. Click Finish.