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Update Options |
  
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Update Options |
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Update Options
One or more Update Key fields must be specified whenever the Export Processing option is set to <UPDATE>.
One or more fields must be selected that would make a contact record unique from the Contact Fields group (which will be displayed in whatever display language has been selected in the Export Mapping section. These fields must then be mapped to corresponding fields found in the target dataset.
Any field contained in the Contact Fields group can be used as an Update Key Field and does not have to be included in the Export Mapping list.
ADD NEW TO TARGET
If this item is checked any contact record found in the selected contact folder(s) that does not have a matching record in the target data source will be added to the dataset otherwise these records will be ignored.
DELETE TARGET NO MATCH
If this item is checked, then any record found in the target data source that does not have a corresponding matching record in the selected contact folder(s) will be deleted from the target dataset. This option should be used with care and should conform to any standing corporate data policies.
This option is NOT available if the target dataset is Microsoft Excel.
TRACK ALL ACTIVITY
This option is only available if the export type is "Update" (for XLS in CGX Adv. Ed. and for AXS/MSQ/XLS file types in the CGX Prem edition.
When this option is checked, all updates made are recorded in a MS Access database file (CGAudit.mdb) located in the <Logs> directory. If the file doesn't exist, it will be automatically created.
The content of the file depends on the option(s) selected. Updates to existing records are always recorded. If either or both the <Add New to Target> and <Delete Target No Match>, then corresponding new entries will be recorded for all records added and/or deleted.
AUDIT TABLES
A new table is created each time CGX is run and talble names have the following format:
TmpltID-YYYYMMDD-HHMMSS
If CGX is run without a template being saved, the Template ID is recorded as <NEW>. The reason that a new table is created each time CGX is run instead of simply appending to the same table name for a given Template ID is because templates can be modified with fields being added or deleted etc.
AUDIT RECORDS:
An example of records added to a Audit Table is shown below:
1) Key Fields
The key fields used for the update will always appear at the beginning of an Audit Record. In this case only the Company Name was used as a key field but this would included as many fields as were entered into the Update Key Field list.
The key fields are always followed by the <OwnerID>, <Mode>, and <ExpDate> fields.
2) Owner ID
The <OwnerID> field will only show a value if one has been entered and will reflects the <OwnerID> assigned to a given folder when the program is exporting data from multiple folders. This field will always be blank for Deletions since OwnerIDs do not apply to the database.
3) Mode
Indicates the whether the record identified by the <key fields> was updated, added, or updated.
4) TimeStamp
Every audit record will have a timestamp which will be the same for each mode entered (i.e. all Updates will have the same timestamp and all Adds will have a different timestamp from Updates but will be the same for all Adds). The timestamp is really added as a reference field should multiple audit tables be combined into one.
All fields that follow the above are those that were included in the export map showing the value of the data used to update the database.