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Enter Child field name in Segment Name. Max character length 30. In this example, Project Name is the child field name.
Enter Allocation Name, the data field collection for Child (searchable on purchase page). Max character length is 45.
Leave Allocation Description blank.
Allocation Code: Enter child data field collection for child again. Max character length is 45.
Parent Allocation Name: Enter parent data collection associated with the Child data field. Max character length is 45.
Note: One to one parent child relationship only. Each entry for parents must be associated with a child entry, and vice versa.
Save file name as --- costallocation_siteid_yyyymmdd.csv
Upload file
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Upload File
Select Upload Allocations.
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Select Upload Allocations.
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Task
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Process / Helpful Hint
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Parent Field
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Setting up Parent field within upload file (Top of upload file).
Segment Name – Enter Parent field name.
Max character length 30.
In this example, Project Code is the parent field name.
Allocation Name – Data field collection for Parent (Searchable on purchase page).
Max character length 45.
Allocation Description – Leave blank.
Allocation Code.
Max character length 45.
Enter number associated to this parent.
Note: This number cannot be reused for any new Parent fields and do not change once associated with the Parent field.
In this example, we started off with 12345 and then continued the numbering from there.
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Child Field
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Setting up Child field within upload file (bottom of upload file).
Segment Name: Enter Child field name.
Max character length 30.
In this example, Project Name is the child field name.
Allocation Name: Data field collection for child (Searchable on purchase page).
Max character length 45.
Allocation Description: Leave blank.
Allocation Code: Enter child data field collection for child again.
Max character length 45.
Parent Allocation Name: Enter parent data collection associated with the Child data field.
Max character length 45.
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Note: One to one parent child relationship only. Each entry for parents must be associated with a child entry, and vice versa.
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Save File
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Best practice is to save file name as --- costallocation_siteid_yyyymmdd.csv.
This example: costallocation_acme-agency_20220817.csv.
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Under Upload Template select Choose File.
Find file and then select Upload.
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A confirmation screen
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displays.
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Select Close.
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Select Recent Upload History
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to validate if the file was successful or if there were errors indicated.
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See if upload was successful
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with no errors.
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List of both parent and child fields you have uploaded
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display at the bottom of the Cost Allocation home page
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Select the field name listed under the Cost Segment box to see each list.
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Customer Experience
The Cost Allocation reporting field displays on the Trip Search and Purchase page if Tiered, otherwise it display only on the Purchase page.
A pick list displays as you type in the field. The list displays from both the child and the parent field names, allowing the client to easily find the response they are looking for.
Example below searching for the letter “y.” Results display any parent and child with “y” in any part of their name.
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