Transcript:
0:00 [Music]
0:04 hi everyone Mike from Norfolk t2 here in
0:08 today's video I'm going to give a quick
0:10 demonstration on how to make a decision
0:12 table that will clean up addresses on
0:14 the contact entity we will do this by
0:18 setting up a formula that will trigger
0:20 whenever changes to the address field
0:21 are saved on a contact entity this
0:25 formula will check the values before
0:28 they get saved to microsoft's database
0:29 and I will remove special characters
0:31 this is useful to companies that have
0:34 users entering data like address fields
0:36 as well clean up any human error to get
0:40 this started first we will create a new
0:42 decision table so starting from the
0:45 solutions page select settings and then
0:48 n52 formula next click on new to open up
0:53 the formula guide make sure the decision
0:57 table is selected set the entity to
1:00 contact and set the formula type to save
1:03 perform action click on create next we
1:10 go to the register tab and expand source
1:12 and target and for source property we
1:15 want to select all the address one
1:17 fields that we want to clean for this
1:19 example we're going to select a city
1:22 country in region state and province
1:27 street one street two and three three
1:32 note that you can multi select fields by
1:34 holding down the control button now we
1:37 need to expand deployment settings like
1:40 so click on pipeline stage and set to
1:44 pre operation synchronous now give this
1:48 a formula name we will call this address
1:52 cleaner click Save
1:55 so so far we have created a decision
1:58 table that will trigger whenever our
1:59 contact records address fields are
2:01 changed it will catch the changes before
2:04 we are sent to the database but we
2:06 haven't told the decision table what to
2:08 do with these fields which we will do
2:10 now right click the decision devil it's
2:12 like set sheet options and select use
2:15 target entity by setting the sheet to
2:19 use tag identity and by changing the
2:21 pipeline stains to pre operation we are
2:24 telling the decision table to modify the
2:26 data before I get sent to the database
2:28 this is the fastest and most efficient
2:30 way to change that now click on cell a2
2:34 on the decision table and right-click to
2:38 pull up our options instead felishj and
2:41 then delete column to remove the
2:44 condition column next we will create an
2:47 action for each field we wish to review
2:50 right click cell a2 again and select
2:53 insert action do this until you have six
2:57 action columns by the end
3:03 next click on cell a2 and open up the
3:07 source tab expand source and search for
3:11 address 1 click on address 1 city click
3:18 on B to go back to the source tab and
3:21 click on address 1 country region do
3:25 this for each row 2 and selecting the
3:29 address fields as appropriate
3:40 now that we've told the
3:42 we want to do an action to the dress
3:44 fields we need to tell us what exactly
3:46 that action will be so click on cell a4
3:49 and open up the function tab search for
3:55 replace multiple and shift-click the
3:58 function to open up its wizard this
4:01 function will be used to remove the
4:03 special characters that we do not want
4:04 in the address fields so for the
4:07 friendly name leave a blank for input
4:10 string go to the source tab expand
4:14 source and set the dress one city for
4:19 CSV lists of strings to be replaced
4:21 pasting the list found at the bottom of
4:23 this video for a placement string press
4:28 space now click generate and click on b4
4:32 and in the top right hand corner click
4:36 on the Chevron to open up the wizard
4:37 again like so go back to the input
4:42 string and delete everything then go
4:45 back to the source tab click on address
4:48 1 country region and click generate
4:53 repeat this for each action column
4:55 changing the input string of the wizard
4:58 to the next address field each type
5:08 you
5:13 click save and we never need to test so
5:17 what we'll do is open up a contact and
5:20 go to an address change the address but
5:25 make sure to put in some of the special
5:28 characters into the address field like
5:30 so and you will see that once we click
5:34 Save those special characters have been
5:37 removed
5:41 this has been a Norfolk Tube video if
5:44 you liked it there are many more on our
5:45 website at North52 comm and also read
5:48 our knowledgebase articles at
5:50 support.norton.com