Advanced code assignment rules are available with the Enterprise subscription.
With advanced code assignment rules, relationships can be created between code types. This can help with accuracy of coding requests in your site.
Advanced code assignment rules allow you to:
- Require a code type to be assigned before another code type.
- Restrict coding options for a code type, based on what was selected in a previous code type.
For example, rules can be added to specify that the Program Area code must be assigned to request records before the Type of Support code, and that only specific codes are available to assign for the Type of Support based on which Program Area code is selected.
- Click the gear icon in the navigation menu.
- Click Codes/Attributes.
- Click Code Assignment Rules.
- Click Add New Code Assignment Rule.
- Select the type of record to which this rule will apply, and then click Next.
- Rules can be built for organization, request, payment, or contact records.
- Rules can be built for organization, request, payment, or contact records.
- Select the code type to require first, the code type that can then be assigned, and then click Next.
- For the code type that must be selected first, check the box for the relevant codes for this rule, and then click Next. If one of these codes is selected on a record, this rule will apply.
- A code’s subcodes are checked by default. Uncheck the box for Automatically Select Subcodes if needed.
- A code’s subcodes are checked by default. Uncheck the box for Automatically Select Subcodes if needed.
- For the code type that is selected second, check the box for the codes to make available, and then click Save.
Additional rules can be added as needed. In the example below, a rule was first added specifying that if a request has Arts assigned as the Program Area code, only General Operating or Program Support can be assigned as the Type of Support code. A second rule was added specifying that if Environment is assigned as the Program Area code, only Evaluation & Learning or Program Support can be assigned as the Type of Support code.
Once added, advanced code assignment rules can be edited and deleted as needed.
- Click the pencil icon to edit a rule.
- Click the trash can icon to delete a rule.