Overview

Concatenations pull data from properties (including the Location property and its address components) and fields to automatically populate the values into the plain text fields.

Concatenation can also be added to the Name and Description properties on an object type. See the Name & Description Concatenation Overview article for more information.

To specify which data is populated in the field, administrators edit a plain text field, select a data definition and an object type in that definition, then one or more properties or fields to create variables, which are then used to create an expression. For example, if you created variables for the City and Address select list fields, the expression would look similar to {{{City}}}, {{{Address}}}.

Results from concatenation calculations are currently limited to the following:

Object Name, Single-line Text fields - 300 characters
Object Description, Multi-line Text fields - 20,000 characters

User Account Requirements

The user account used to login to the system must have administrative or advanced permissions to access the Admin Overview screen.

Related Information/Setup

Please see the Text Fields article for more information on how to create a text field.

Navigation

From the Home screen, click the Administration icon.

Administration Icon

From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

From the Admin: Overview screen, click the Fields tile under the Data Model section.

Fields Tile

From the Admin: Fields screen, enter a Field Name in the Search field to narrow the search results.

Search Field

Click on a Field that is a Plain Text field.

Plain Text Field

Creating a Concatenation on a Text Field

From the Admin: Editing Field screen, click the Configure Value Concatenation link under the Text Type field.

Configure Value Concatenation Link

From the Edit Concatenation pop-up, select a Data Definition from the Data Definition dropdown menu. The Data Definition determines which object types, properties, and fields are available to add as variables.

Edit Concatenation Pop-up

From the Variables section, click the + Add Variables button.

+ Add Variables Button

Select an Object Type from the Select Object Type dropdown menu. Only object types within the data definition will appear on the dropdown menu.

Select Object Type Dropdown Menu

Select a property or field from the Available Component dropdown menu.
- If you selected the Created On property or date field, the Variable Format field will appear. Select a date format (e.g. YYYY-MM-DD) from the Variable Format dropdown menu. See the Time Zones on Concatenations article for more information on how this information is captured.
- If you selected the Location property, the Select Address Component field will appear. Choose an address component from the Select Address Component dropdown menu (i.e., House Number, Street, City, State, ZIP Code, or Country). A separate variable must be created for each address component.

Available Component Dropdown Menu

Enter a variable name in the Variable Name field. Spaces and special characters are not permitted. For example, naming a variable RiskName in the Variable Name field is valid, but entering Risk Name will result in an error.

Variable Name Dropdown Menu

(Optional) Enter a value in the Default Value field. Values entered in the default value field will be displayed in the Concatenation field when the variable has no data (e.g., Null, None Provided, etc.).

Default Value Field

Select the Self checkbox if the variable is from the same object type where the plain text field is saved as a component (e.g., the plain text field is saved to the Employee Record object type and the variable you are creating is also from a property or field on the Employee Record object type).

Self-Checkbox

Click the Add button to save the variable.

Add Button

Repeat steps 2 to 9 to add additional variables.
Enter 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.

Expression Field

Click the Save Expression button.

Save Expression Button

Users cannot edit a variable in order to edit a variable you must delete the variable by clicking the Delete icon next to a Variable and create a new variable.

Delete Icon

From the Admin: Editing Fields screen, if you want to select another data definition, you must delete the concatenation by clicking the Delete icon beside the concatenation, then create a new one.