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Using Transformation Rules

You can apply Transformation Rules to amend the data published in your tabular or summary dataset.

Creating a Transformation Rule

You will have already created a dataset.

  1. Visit your Formsbuilder page, at the bottom click 'Edit Form' then 'Add/Edit Datasets'.
  2. Click the editpencil.png icon next to the dataset you wish to work with. Then click addtransformationrules.png.ruleparameters.png
  3. Rule For - Use this dropdown menu to select the data field where you wish to apply the rule.
    Rule Type - Use this dropdown to select the rule to apply:
    • REPLACE - will replace data entry with specified data
    • APPEND - will add specified data to end of data entry
    • PREPEND - will add specified data to beginning of data entry
    Source Value - This field is used to specify the data value in your dataset that you which to amend.
    Display In Report As - Use this field to specify to value that will replace the 'Source Value'.
  4. Click 'Save Rule'


Editing/Deleting an existing Transformation Rule

  1. Visit your Formsbuilder page, at the bottom click 'Edit Form' then 'Add/Edit Datasets'.
  2. Click existingtransformationrule.png. A pop-up will appear with a list of your existing rules, you can choose to 'Delete' or 'Edit' a rule.
  3. Click 'Edit' and then make the necessary changes to 'Source Value' and 'Display In Report As' fields.
    Note: 'Rule For' and 'Rule Type' fields cannot be edited after rule creation.
  4. To delete a rule, click 'Delete', you will be asked to 'Confirm' your deletion.