Foundation Documentation and SupportV6 User Manual The Fix ToolWhat are the Configuration Tool elements?  (Version 1.1)

What are the Configuration Tool elements?  (Version 1.1)

We can see the FOUR parts to the Configuration Tool (Fields, Filters, Sorts, and Saves)...

We will explore the four categories in more detail:

1. FIELD(S) TAB

There are EIGHT pieces that we will explore within the FIELDS tab:

 

 

1.1. "Add a Field" to the view

Under the "FIELD(S)" Tab, we can select "Add a Field"...

We can see there are different "Fields" to choose from, in our example...

1. We can type the name of the Field into the empty space (to filter for that specifically named Field)... or...

2. We can also scroll down through the names of the Fields to find and select them

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1.2. "Add all Fields" to the view

If we start off with NO Fields selected, we can quickly "Add all Fields"...

 

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And we can then see all the Fields that are available in our example:

 

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1.3. "Remove all Fields" to the view

You can see the Fields in our "view" BEFORE we click on "Remove All Fields"...

 

And you can see the result of clicking "Remove All Fields"...

 

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1.4. A field in the view

This image will show the name of a Field in the view... we are specifically focusing on "Campaign" as the example here:

 

 

 

1.5. "Hide" field

We can turn OFF/ON the visibility of the specific Field with the "Hide" icon...

 

Here we can see the visibility is turned OFF...

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1.6. "Format" field

If we select the Format icon...

 

The first Format that is available is the TEXT format...

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If you want to go into more details about the TEXT Formats that are available, please check out this article in our Documentation library.  

 

 

 

 

The second Format that is available is the NUMBER format...

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If you want to go into more details about the NUMBER Formats that are available, please check out this article in our Documentation library.  

 

 

The third Format that is available is the DATE format...

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If you want to go into more details about the DATE Formats that are available, please check out this article in our Documentation library.  

 

 

 

The fourth Format that is available is the SPARKLINE format...

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If you want to go into more details about the SPARKLINE Formats that are available, please check out this article in our Documentation library.  

 

 

1.7. "Prep" field

The "Prep" icon is located here:

 

There are a lot of choices on what "Preps" (data Preparations) can be done...

We can:

1. Type in the name of the "Prep" we are searching for...  or...

2. Scroll down through the names of the "Preps" to locate the one we want to use on our data...

 

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If you want to go into more details about the PREPS that are available, please check out this article in our Documentation library.

 

 

1.8. Remove Field

The "Remove" field icon is highlighted in orange in the image below:

Notice the locations of the Fields:  "Campaign ID" and "Creative" to see what happens...

 

Notice that the "Campaign" Field has been removed...

It is NO longer located between the "Campaign ID" field and "Creative" field...

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A Field CAN be added back into the view, by simply "Adding a Field" (if you remove it by accident).

Then you can scroll through the names of the FIELD(S) to locate the one you Removed... if you want to add it back again.

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3. SORT(S) TAB

There are SEVEN pieces that we will explore within the SORTS tab:

 

 

3.1. Add sort

Under the SORT(S) configuration, we will focus on #1 ("Add a Field") for this example...

Click on "Add a Field"...

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We can see a variety of Field names to choose from, to apply a "SORT" to...

Simply locate and select the name of the Field that you want to be Sorted.

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3.2. A sort

For this example, we are focused on #2 from the image below...

This particular Field listed in the SORT(S) configuration is named "System: ID"

 

 

3.3. Move sort

For this example, we will be looking at #3 from the image...

We can push the "play" button to "run" the selected SORT(S)...

Notice the Order of location, and the way that the "System: ID" is being Sorted...

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We can click and DRAG (move) the order of the Field(s) being SORTED...

 

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We can push the "play" button to "run" the selected SORT(S)...

Notice the Order of location, and the way that the "System: ID" is being Sorted now...

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3.4. Ascending/Descending toggle

For this example, we are going to focus on #4 from the image:

We can push the "play" button to "run" the selected SORT(S)...

Notice the Order of location, and the way that the "System: Created" is being Sorted...

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We will "Remove" the "System: ID" Field from our SORT(S)...

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Once we have just the "System: Created" Field in our SORT(S), we will push the "play" button to "run" the selected changes...

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Next, we will:

1. Select the FIELD(S) configuration...

2. Turn OFF the visibility (eyeball icon) for the "System: ID" Field...

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Then, we will:

1. Select the SORT(S) configuration...

2. Push the "play" button to "run" the selected changes...

3. Observe the way that the "System: Created" Field is being SORTED currently...

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Then, we will adjust the toggle...

We moved it to the "Descending" option...

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We will:

1. Push the "play" button to "run" the selected changes...

2. Observe the way that the "System: Created" Field is being SORTED now.

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3.5. Delete sort

For this example, we are going to focus on #5 in the image:

1. We can push the "play" button to "run" all of the current selections...

2. Then we can click the "Remove" icon to see what happens...

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1. Push the "play" button to "run" the selected changes...

Notice that NOTHING looks different...

To change the SORT, we would need to:

2. adjust the TOGGLE, or

3. "Add a Field", etc...

The "System: ID"  and "System: Created" FIELD(S) are still visible because they are both set to "visible" in the FIELD(S) configuration...

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Just to show changes, we will:

1.  Toggle the sort...

2. Push the "play" button to "run" the selected changes...

3. Notice the way that the "System: ID" is being SORTED now, and how the SORT(S) affected the "System: Created" column as well.

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3.6. Add the default sort

For this example, we will focus on "Add Default Sort(s)"... it's the #6 in the image:

I have "Removed" ALL Sort(s)" first, so we can see what the "Add Default Sort(s)" selection will do...

Push the "Add Default Sort(s), then push the "play" button to "run" the selected changes...

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The "System: ID" has defaulted to the Descending SORT, for our example.

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3.7. Remove all sorts

For this example, we will focus on the "Remove ALL Sort(s)" feature... it is #7 in the image:

We will push the "Remove ALL Sort(s)"

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We can see that all of the SORT(S) have been removed.

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4. SAVE(S) TAB

There are SEVEN pieces that we will explore within the SAVES tab:

 

 

4.1. Search views

In the "Search Saves..." we typed the word "test" and it searched for the SAVE with the word "test" in it... it narrowed down our list of available Saved views to choose from.

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4.2. A view

For this example of a VIEW, we are focused on the Saved view named "Campaigns-Chart Data View"...

 

 

4.3. Run view

When we push the "play"button to "run" the Saved Views, we can see that there is now data on the right-side of the screen that reflects that particular Saved View.

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When we push the "play"button to "run" the Saved Views, we can see that there is now data on the right-side of the screen that reflects that particular Saved View.

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When we push the "play"button to "run" the Saved Views, we can see that there is now data on the right-side of the screen that reflects that particular Saved View.

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4.4. Edit view

To "Edit" the SAVED View, simply select the "Edit" icon (it looks like a pencil)...

Once you have clicked the "Edit" Saved view, we get sent to the "FIELD(S)" tab...

1. We can "Add Fields"...

2. And we can make adjustments to the Field(s) already in use...

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Once we've made adjustments to the Field(s), and/or the Format(s) and Prep(s)...

Then we can push the "Save" icon (looks like a disk)...

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We will then see a "Saved Fix" box with a variety of options...

We can simply "SAVE" the changes to the same "Fix" name that we are currently in...

(By NOT changing the "Fix", NOT changing the "Name", and NOT changing the "Default")

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OR, we can select "New Fix" to make a new Saved View...

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For this example, we will type "Campaigns-Default View 2.0" as the Name for the "New Fix" (Saved View)...

Then click the SAVE button...

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Once the Name of the FIX (the View) has been Saved, we can go to the SAVE(S) Tab to make sure it shows up in our list...

In the RARE instance where the changes are SAVED, but do NOT show up in the list - you will need to use the "Refresh Save(s)" feature (shown in section 4.7 of this article).

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4.5. Delete view

For this example of how to "Delete" a Saved view, we will be looking at #5 in the image:

We will click the "delete" icon (looks like a trash can) on the Saved View called "Campaigns-Form Response View"...

A warning box will then prompt you to "Confirm Deletion" with a YES (to delete), or a NO (to cancel)...

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Notice that the "Campaigns-Form Response View" has been deleted, and is NOT between the "Campaigns-Default View" and the "Campaigns-Short View Format"

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4.6. "Show Default Save"

We will explore the "Show Default Save" feature...

1. To illustrate for our example, we will navigate to the FIELD(S) tab...

2. Then we will click "Remove ALL Field(s)"...

Then we will push the "play" button to "run" the selected changes...

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Next, we will navigate back to the SAVE(S) tab...

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Next, we will click "Show Default Save"...

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Notice that the system automatically takes us to the FIELD(S) tab (taking us out of the SAVE(S) tab)...

And the system generated all of the "Default Save" Fields...

And the system "ran" the selected view, as well.

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4.7. "Refresh Save(s)"

"Refresh Save(s)" are available for the rare instances that you Save a view but it does NOT appear in the list under the SAVE(S) tab. Hitting "Refresh Save(s)" will basically perform a fresh query for the views.  This is a very rare occurrence.  View section 4.4 in this article, to see when this may be necessary (to be able to see the new Saved View if it did not show up in the list of Saves).