We would like to start using Dynamic GL segments. The main goal will be to add ProjectID as a segment.
When creating the new Dynamic Segment, I get an error. It turns out that your ProjectID can’t contain |,~,`,%,_,$,or #
Ofcourse our Project ID’s all contain hyphens and underscores. There is an occasional Apostrophe as well.
What would be the best way to clean up the Project ID field? Is there a scrub utility or something like that?
Thanks!
Paul
Would it be possible to make a UD field that is a “scrubbed” version of the ProjectID?
And then use that field as the key to the dynamic segment.
A BPM could create the UD field, which is just a copy of the ProjectID, with the offending characters removed.
The calculation would be like:
replace(replace(replace(ProjectID,'!',''),'_',''),'#', '')
That removes !, _, and #
Proj_101 becomes Proj101
I haven’t tried it, but would the Segment Value Field drop down indeed show UD Fields? If so that might just work then!
I’m not that familiar with Dynamic segments. So the UD field might not be an option. I only went that way as you probably can’t change existing ProjectID’s.
If you cant use a UD field, and can live with only future projects being able to be used, then maybe put a BPM to prevent ProjectID’s from containing “bad” characters.
Just did a quick test: I am not able to add a UD field and then have it be an option on the Segment Value Field drop down.
Good thinking though, and it would be nice to have UD Fields as a Dynamic Segment…