Learn how to create code assignment rules with your GivingData Enterprise subscription.
Advanced code assignment rules allow site administrators to create relationships between code types. This feature is only available with a GivingData Enterprise subscription and can be especially helpful in ensuring that records are coded more accurately throughout your database.
With advanced code assignment rules, site administrators can:
- Require a code type to be assigned before another code type
- Restrict coding options within the second code type, depending on what was selected in the first code type
Example:
A code assignment rule is created in which the 'Fund' code type is required to be assigned before the 'Program Area' code type is available. Within the 'Fund' code type, there is an option for 'Scholarships'. The site administrator knows that 'Education' is the only 'Program Area' code option that makes sense when paired with the scholarships fund, so they create a rule in which GivingData only allows users to select the 'Education' program area when the 'Scholarships' fund code type is assigned.
Creating and Managing Code Assignment Rules
1. In Admin Tools & Settings, select Codes/Attributes.
2. Click on Code Assignment Rules.
3. Select Add New Code Assignment Rule.
4. Select the type of record your code assignment rule will apply to. Then click Next.
Code assignment rules can be assigned to Request, Payment, Organization or Contact codes.
5. In the 'Required' dropdown, select the code type that will be required first within the new code assignment rule.
6. Select the code type that will be assignable after the code type in the 'Require' field has been assigned.
7. Select which code(s) from within the first code type are involved in the new code assignment rule. Then click Next.
The first code type is the code type that was selected in Step 5.
8. Select which code(s) from the second code type should be made available, based on the options selected in the previous step. Then click Save.
This example shows that the Education program area (and its subcodes) are the only available options once a user has assigned 'Scholarships' as the 'Fund' code.
9. To add another rule, select Add New Code Assignment Rule and repeat steps 4-8
10. To edit an existing code assignment rule, select the pencil icon beside it.
Example
Below is an example of what the previous code assignment rule looks like on a request record.
1. On a request record, assign 'Scholarships' for the 'Fund' code type.
2. Select Add New Code.
3. Select the 'Program Area' code type.
4. Due to the code assignment rule, only the 'Education' code (and its subcodes) are available options within the 'Program Area' code type.
