Column Descriptors
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Users can provide descriptions for column headings when they want to help clean columns and achieve better results. This column header description fields are called column descriptors. Column descriptors are applied during the file review process. Once a column descriptor has been entered, you must save and rerun the file to apply the changes.
Here are suggestions for adding column descriptors to drive the most effective outcomes.
Describe valid data for this field.
Describe this field’s relationship to other fields in this table.
Describe any business rules that govern how this field should be populated.
When the file is ready, select Ready for Review.
In the review screen, select Retry (note, it will default to Approve)
A Retry file processing information message will pop up, select Got It
In the Retry screen, select Add Descriptor, which is located directly below the column header field.
When you select the Descriptor, the instructions box will open on the right.
In the box, describe how your data should be cleaned.
Select Save Descriptor.
Note: The column descriptor will update from Add Descriptor to Edit Descriptor.
To apply the descriptors to the file, select Rerun File in the lower right-hand corner.
Descriptors can be modified by selecting Edit Descriptor.
Update the instructions.
Select Save Descriptor.