Modifying a Mapping Table's Properties
At times, you may want to make changes to the way forms can interact with tables that are available for mapping. For example, you may want to make certain columns unavailable for mapping or specify that a question that maps to a certain column should always be required.
You have the ability to specify that a mapping table can pre-populate a form with data. That is, when you are creating a question in Form Builder, you can specify that the response field should be pre-populated and select the column that will be used to pre-populate the field from a drop-down menu.
Note
If a column is available for pre-populating but later you use the procedure described in this section to make the column unavailable, the system will not automatically update a question that had been designed to pre-populate with this value. In this case, you must use Form Builder to open the question for editing and change the setting for the Prepopulate field.
Warning
This change will affect all form types.
Open J1 Desktop.
Navigate to the Manage Mapping Tables window.
In the Available Tables drop-down menu, select the table that you want to modify.
The system updates the Mapping Columns area of the window with information about the table you selected. This information includes a list of the existing columns, along with a column labeled Is Available to Pre-populate.
Select the checkbox to allow a response field to pre-populate with data from this column.
Clear the checkbox to prevent a form from being pre-populated with data from this column
Tip
You could also select the Select All checkbox above the Is Available to Pre-populate column to mark all mapping columns as available for pre-population.
Click Save.
Clear the JICS cache.
Some questions on forms may be optional, which means that a user might submit a form that includes a blank response field. However, the database may already contain information on the person, including data stored in the column to which the blank optional question was mapped. You have the ability to specify for each column that when a submission reviewer manually processes submitted data, the Review Internet Submission window and the other submission processing windows in J1 Desktop do not display the blank value submitted via the form if the database already contains an existing value (in this case, the Review Internet Submission window or other processing windows would display the existing value). This setting is also taken into consideration for each column at the time of submission for form types whose data is automatically saved to the J1 database.
Alternatively, if you want the submissions processing windows to display a blank value that was submitted instead of the existing value or if you want a blank value to automatically be saved to the database for the automatic update form types, you can also choose that option.
Note
Changes to this setting are applied with the next manually processed submission and/or the next automatically processed submission.
Warning
This change will affect all form types.
Open J1 Desktop.
Navigate to the Manage Mapping Tables window.
In the Available Tables drop-down menu, select the table that you want to modify.
The system updates the Mapping Columns area of the window with information about the table you selected. This information includes a list of the existing columns, along with a column labeled Allow Blank to Override DB.
Select the checkbox to display submitted, blank values instead of existing data.
Clear the checkbox to prevent submitted, blank values from overriding existing data.
Tip
You could also select the Select All checkbox above the Allow Blank to Override DB column to mark all mapping columns to allow a blank value to override a database value.
Click Save.
If you have made a column available for mapping and you want to ensure that when this column is used for mapping, the user is required to answer the question, you can specify this within J1 Desktop. Conversely, if you want questions mapped to this column to be optional, you can specify that also.
Note
If you make a change as described in this section, the change will not affect forms already mapped to this column, unless you go back to the form, delete the existing mapping, and re-create it.
Warning
This change will only affect the selected form type.
Open J1 Desktop.
Navigate to the Internet Submissions window.
Select the appropriate Form Builder submission type.
Click Review Mapping Details. The Review Submission Mapping Details window is displayed.
In the Available Tables field, select the table whose availability you want to modify.
The system updates the Data Mappings area of the window with details about the columns defined for your table, along with a column labeled "Nullable."
Select the checkbox in the Nullable column to allow the question to be optional.
Clear the checkbox in the Nullable column to make the question required.
Tip
You could also select the Select All checkbox above the Nullable column to mark all mapping columns as optional.
Click Save.
Click Close.
Clear the JICS cache.
Note
If a required mapping column is mapped to a question on a form, there is no way to make the question not required through Form Builder; however, if you indicate in JICS that a question is required but its assigned mapping column is not required, it will be required regardless of the configuration set in J1 Desktop.
Tip
Certain questions in the default forms contain yes/no radio buttons, which are required because of the default setup of the J1 Desktop model tables. If you do not want these questions to be required, you can change the configuration in J1 Desktop.
You can specify that certain default text will be available to Form Builder. The entered default text for a mapping column will be displayed if you choose to map the column as a Custom Data type of mapping (see the Hidden Data and Custom Data topic for more details). Additionally, the Donor Profiles feature will use the Default Value of a mapping column to pre-populate a question for a new entry. However, if the user is editing an existing entry for a data category in the Donor Profiles feature, any existing value will be used for the pre-population instead.
Warning
This change will only affect the selected form type.
Open J1 Desktop.
Navigate to the Internet Submissions window.
Select the appropriate Form Builder submission type.
Click Review Mapping Details. The Review Submission Mapping Details window is displayed.
In the Available Tables field, select the table whose availability you want to modify.
The system updates the Data Mappings area of the window with details about the columns defined for your table.
In the Default Value field, add, modify, or delete the default text.
Click Save.
Click Close.
Clear the JICS cache.