Adding custom fields

Overview

You can add custom fields in order to tailor MediaPlanHQ to your needs. 

For example, to capture additional information about a media insertion.

Configuration Parameters

MediaPlanHQ supports multiple custom field types and their corresponding configurations as shown in the list below:

Text field

A free text e.g.: zip code, structured numbers, etc.

  1. Name: A mandatory unique text up-to 50 characters that uniquely identifies the field.
  2. Size: The maximum size of the text. (short text on a single line up-to 50 characters -or- long text on multiple lines up-to 500 characters)
  3. Text validation Regex: An optional regular expression pattern that validates the text.  See http://docs.oracle.com/javase/6/docs/api/java/util/regex/Pattern.html for more details on how to build a regex.  (You can also contact the support center at support@mediaplanhq.com)
  4. Text Format: A optional user friendly text that explains the format of the text.  This text will appear in light grey underneath the field.

List field

A list of managed options e.g.: status, client list, employee list, etc.

  1. Name: A mandatory unique text up-to 50 characters that uniquely identifies the field.
  2. Allow other values: An optional flag that indicates whether user are allowed to add options.
  3. Options: A mandatory list of options.  Options are automatically sorted in alphabetical order when you save.  Options are internationalized and must have a name for each supported languages of your account.

Date field

A date e.g.: on-sale date, due date, etc.

  1. Name: A unique text up-to 50 characters that uniquely identifies the field.
  2. Date validation: An optional date pattern that validates the date.  See http://docs.oracle.com/javase/6/docs/api/java/text/SimpleDateFormat.html for more details on how to build a . (You can also contact the support center at support@mediaplanhq.com)
  3. Date Format: A user friendly text that explains the format of the date.  This text will appear in light grey underneath the field.

Number field

A number e.g.: quantity, cost, reach, etc.

  1. Name: A unique text up-to 50 characters that uniquely identifies the field.
  2. Represents money: An optional flag that indicates if the number represents money or not.

 

Adding a Custom Field

To add a new custom field:

  1. Log in as an Account Administrator
  2. Select Administration > Fields
  3. Click the appropriate Create button (e.g. Create text, Create List, or Create Date)
  4. Configure the parameters (see table above for details)
  5. Click the Save button

Once you have added a new custom field, you can associate it to modules and media plans:

Associating custom fields

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