GoldFynch’s Production system lets you generate productions with load files. It also gives you the ability to customize the metadata (parameters) of the load files. To do so, it uses Control Parameter profiles.


A Control Parameter profile is a collection of data about a set of fields to be included in the load file. Fields consist of:

  • The field itself (e.g. File Name, Created Date, Email Send Date, etc.)
  • The order in which the fields should be arranged
  • The header titles that should be used
  • The type of information of each field (e.g. string, boolean, date-time, etc.)
  • Any additional formatting information a load file might need (e.g. “MM/DD/YYYY HH:mm:ss” as date and time formatting for a date-time field) - though this information is usually stored as a separate field immediately following the primary one


Creating Custom Control Parameter profiles


Step 1. Click on the Productions button in the left navigation panel to go to the 'Productions' view

Step 2. Click on the Control Parameters tab


Navigate to the Control Parameters tab


Step 3. Click on the Create New Profile button, or the “creating a new Control Parameters Profile” text

Step 4. Enter a profile name


Enter a profile name and choose a template profile


Step 5. From the drop-down list, select a Control Parameter profile to use as a template for your new one

Step 6. Click on the Create button. The profile will be loaded and displayed similar to the image below:


control_parameters_loaded.PNG

Note: The "All Fields" profiles (MM/DD/YYYY, DD/MM/YYYY and YYYY/MM/DD) and "Minimal Fields" profiles are default options and will always be available. Any existing custom profiles will be listed here as well


Step 7. Make the required changes to the template:

  • Rearrange fields by clicking and dragging them by their rearrange icons
  • Add fields using the +Add Field and Add field above this field buttons
  • Remove fields using the Delete field button
  • Edit the Title, Field, and Formatter fields as needed

If there are any incomplete or incorrectly-formatted fields, you will receive a notification:


Fix errors and incomplete fields


Step 8. Once you are happy with your changes, click on the Save button. Once saved, the [Unsaved] text will disappear


Note: If you have used a custom profile as a template, clicking the Save button will overwrite it. To save it as a new profile instead, use the Save as... button


Loading custom Control Parameter profiles

From the Control Parameters tab of ‘Productions’ view, click on the load button. All custom Control Parameter profiles in the case will be displayed, along with the number of columns (i.e. fields for the load files) they contain and their created and last-modified dates. Click on a profile to load it.


Exporting and importing Control Parameter profiles

  • To export a parameter profile, load it as described above, then click on the Export button. It will begin downloading to your system as a .json file.

  • To import a parameter profile, click on the Import button, browse to the location of the .json file on your computer that contains the parameter information.

Assigning Control Parameter profiles for load files

While producing your files as described here

  • During Step 3 (Production Output) select one of the “Concordance/Relativity style load file formats”
  • Then select a Control Parameter profile from the drop-down menu at the bottom of the screen
  • Continue the production process as with a basic production