Skip to content

Creating Value Builders

Value Builder templates allow administrators to build algorithms that generate a sequence of numbers or strings that can be applied to selected attributes to create either random or systematic values.

Create a New Value Builder

To create a new value builder, from the Admin Console:

  1. Select Templates in the left navigation

  2. Select Value Builders

  3. Select the + Value Builder button

  4. Enter the appropriate values for each field

    • Name: provide a name for the value builder (i.e. EmployeeID)
    • Uid: is a system generated unique identifier, and it cannot be changed after the value builder is created. During creation, Administrators can accept the default or choose to specify this value.

  5. Select Create

  6. Specify the appropriate information in each field

    • FORMULA

      The current formula(s) applied appear here. If no formulas are currently applied, it reads “None” – this is the default

      1. Add Attributes: search and select the attribute(s) to include in the formula

      2. Selector: select an option from the drop-down

        • All: uses the entire string
        • First: uses the first value in the string
        • Last: uses the last value in the string

      3. Count: contains values 1-10 allowing users to select how many values in the Selector option to display

      4. Add Helper: select an option to assign a value to the attribute

        • Incremented Number: adds a number that will increment every time the value builder template is used to help ensure that the given number is unique.

          1. Start at: enter the starting numerical value.

        • Static Value: add a static string to the value.

          1. Value: enter a text string the value should contain. For example, all Employee IDs generated should begin with EMP-, enter EMP- here.

        • Random String: generates a specified number of random letters to help ensure that a given value is unique.

          1. Count: contains values 1-10 allowing administrator to define the length of the random string.

        • Random Numbers: generates a specified number of random digits to help ensure that a given value is unique

          1. Count: contains values 1-10 allowing administrator to define the length of the random numerical string.

    • OTHER SETTINGS

      1. Case Conversion: select one of the following options to define the casing of the final value

        • lower: every letter will be lower case
        • upper: every letter will be upper case
        • capital: the first letter of each string, whether added by an attribute or a helper, will be capitalized. (“this is a capital” > “This is a capital”)
        • title: the first letter of each word within each string, whether added by an attribute or a helper, will be capitalized. (“this is a title” > “This Is A Title”)

    • TESTING

      1. Profile: search and select a profile to preview the value builder settings. The final value preview displays in bold beneath the Profile field

    Multiple options can be added that contain varying rule sets. Once all the desired values are specified, in the FORMULA section, administrators can drag values up or down to change the order.

  7. Select save

Managing Existing Value Builders

To view existing value builders, from the Admin Console:

  1. Select Templates in the left navigation

  2. Select value builders

  3. The value builders table is displayed

    Selecting the checkbox next to an individual value builder enables the Actions functionality. Selecting the checkbox next to the VALUE BUILDERS header, selects all value builders.

    Once a value builder or multiple value builders are selected, perform an action by:

    1. Select the ellipsis next to Actions header to display the available action

      a. Export: exports the selected value builders into a .json file that can be saved locally. Once this option is selected, administrators are prompted to download. Select the download button and choose a location to save the file.

Updating Existing Value Builders

To modify an existing value builder, from the Admin Console:

  1. Select Templates in the left navigation

  2. Select Value Builders

  3. In the bottom table, select the value builder to view/edit

  4. The following tabs are displayed

  5. FORMULA

  6. INFO

FORMULA Tab

The FORMULA tab is the default view on the Value Builders page. Here administrators can view and update the value builder settings. Note: any changes to an incremented Number helper resets that counter.

INFO Tab

The INFO tab is where administrators can view and update the name of the value builder.