Add Name or Description Concatenations to an Object Type

To add name or description concatenations to an object type:

  1. Ensure required the fields and Location properties (if applicable) have been added to the object type and appropriate configurable form. If the concatenation will be pulling data from other object type(s), ensure the appropriate relationships and references have been added to those object types, along with the relevant fields. See the Concatenation Overview article for more information.
  2. Ensure the data definition you wish to use to filter the data has been created from the Data Definitions settings in Administration.
  3. Click theicon in the top bar > Object Types in the Data Model section.
  4. Click the object type or enter the name of the object type in the Search field, then click it to display the Edit Object Type page.
  5. Click either Configure Name Concatenation or Configure Description Concatenation to open the Edit Concatenation palette.
  6. Select a data definition from the Data Definition dropdown menu. This will determine which object types' properties and fields are available to add as variables.
    A new concatenation.
    If you want to select another data definition, you must delete the concatenation by clicking the X icon beside the concatenation on the Edit Object Type page, then recreate it.
  7. Click Add Variable.
  8. Select an object type in the data definition from the Select Object Type dropdown menu.
  9. Select a property or field you want to auto-populate in an object's name or description from the Available Component dropdown menu. 
    • If you selected the Created On property or date field, select a date format (e.g. YYYY-MM-DD) from the Variable Format dropdown menu. See the Time Zone Conversions on Concatenations article for more information on how this information is captured.
    • If you selected the Location property, choose an address component from the Select Address Component dropdown menu (i.e., House Number, Street, City, State, ZIP Code, or Country). Note that a separate variable must be created for each address component.
  10. Enter a name for the variable in the Variable Name field.
    Spaces and special characters in variable names are not permitted. For example, naming a variable RiskName in the Variable Name field is valid, but entering Risk Name in this field will result in an error.
  11. Optional: To display a default word or phrase in the concatenation when the variable has no data, enter that word or phrase in the Default Value field (e.g., "Null" or "None provided").
  12. If the variable has been created from a component on the same object type where the concatenation is saved (e.g., the Incident Name property is being saved to an expression on the Incident object type) select the Self checkbox. The Variables section of the Edit Concatenation palette.
  13. Click Add to save the variable.A new variable.
  14. Repeat steps 7-13 above to continue adding variables as needed.
  15. Type the variable names in the Expression field. Variables can be entered in any order, but they must be enclosed in triple curly braces (e.g. {{{CreatedBy}}}) with no spaces or special characters within the braces. If needed, you can include spaces and other alphanumeric characters between the variables.
    An expression with variables. All variables must be enclosed in triple curly braces.
  16. Click Save Expression
    The new expression saved to the object type and displayed on the Edit Object Type page.
  17. To edit a variable, it must be deleted by clicking the icon from the Edit Concatenation palette, then recreated.
  18. To delete the concatenation, click the icon from the Edit Object Type page.