Product: ImportOmatic

Description: This solution describes how to prevent spouse last name population when no spouse is being imported

Environment: All

Versions: All


Answer:


This population is occurring due to the selection in the IOM profile settings shown below: 



You may remove the check box to deactivate this setting selection and instead add a few columns to your virtual fields that will use two separate dictionaries. One will be created to populate the relationship/reciprocal of "Spouse" on records that have incoming spouse relationships and another to mark the "spouse" check box.


The information that will live in the first dictionary is as follows:


Dictionary Title: Marks the Spouse Check Box

Replacement Value: Yes

Value To Match On: ^.+$

Regex Check box: Selected



The information that will live in the second dictionary is as follows:


Dictionary Title: Spouse as Relationship/Reciprocal

Replacement Value: Spouse

Value To Match On: ^.+$

Regex Check box: Selected



You will need to add three virtual field in your profile under "Virtual Fields" for the spouse check box, the relationship, and the reciprocal.


In the IOM profile, under "Virtual fields", you will add a column by right clicking and selecting to add a virtual field. Once this has been added, select a "Raiser's Edge Field" of Individual Relationship > Bio > Spouse.  On the same virtual field, map the "Marks the Spouse Check Box" dictionary that was created in the above step. You will then set the "Function" to a value of "Copy Field". Continuing on the same virtual field, in the "Seed" column, select the value of the column letter from the field map where the spouse's last name is mapped. In the example below, the spouse last name is mapped in column C, therefore the "seed" value selected on the virtual field will be "C".  


Next you will create another virtual field for "Relationship". You will add a column by right clicking and selecting to add a virtual field. Once this has been added, select a "Raiser's Edge Field" of Individual Relationship > Bio > Relationship.  On the same virtual field, map the "Spouse as Relationship/Reciprocal" dictionary that was created in the first step of the solution. You will then set the "Function" to a value of "Copy Field". Continuing on the same virtual field, in the "Seed" column, select the value of the column letter from the field map where the spouse's last name is mapped. In the example below, the spouse last name is mapped in column C, therefore the "seed" value selected on the virtual field will be "C".


Finally, you will create the last virtual field for "Reciprocal". You will add a column by right clicking and selecting to add a virtual field. Once this has been added, select a "Raiser's Edge Field" of Individual Relationship > Bio > Reciprocal.  On the same virtual field, map the "Spouse as Relationship/Reciprocal" dictionary again. You will then set the "Function" to a value of "Copy Field". Continuing on the same virtual field, in the "Seed" column, select the value of the column letter from the field map where the spouse's last name is mapped. In the example below, the spouse last name is mapped in column C, therefore the "seed" value selected on the virtual field will be "C". 



The described steps will create functionality using a dictionary and virtual fields to populate the selected mapped field. This population will only take place when there is a value in the source column (spouse's last name) copied from the field map.