[TRANSFORM] - Transforming Values Before Export

This guide explains how to use the TRANSFORM A function in eAdm standardizes job titles from a source system (such as an HRM) before they are exported to a destination system (such as Active Directory). This is useful when the source job titles are too long, inconsistent, or too detailed for the intended purpose in the destination system.

For example, you can consolidate multiple variations of a manager title into a single, standardized title.

When to Use Title Transformation

You should use this function when job titles in your Human Resource Management (HRM) system are inconsistent or overly specific. For example, the titles "Dept. Manager/Team Lead," "Manager, Sales," and "Head of Sales Department" can all be standardized to the simpler title "Manager" in the user's Active Directory profile.

eAdm a feature that automatically transforms this data during the export process. The final result should look something like this:

In this scenario, various source titles are mapped to the standardized title "Department Head" before being written to the Title attribute in Active Directory.

Syntax

The syntax is:

[TRANSFORM;SourceAttribute;SourceValue1|DestinationValue1;SourceValue2|DestinationValue2]

• [TRANSFORM;... ]: The function keyword that initiates the transformation.

• SourceAttribute: The name of the attribute you want to read from (e.g., title).

• SourceValue|DestinationValue: A pair specifying the original value and the new value it should be transformed into.

• 
  

[TRANSFORM;title;Department Head/Instructional Supervisor/Subject Coordinator|Department Head;Elementary School Department Head|Department Head]

How to Edit Transformations

You can manage the list of title transformations in two ways: directly in the eAdm interface or by bulk editing in a text editor.

Method 1: Using the eAdm

This method is suitable for adding or changing a few titles at a time.

1. Go to the relevant Export Template in eAdm.

2. Click Edit to open the template configuration.

3. Locate the field to which the transformation is applied (e.g., description) and click the table icon to open the editor.

4. In the pop-up window, click the + icon to add a new row.

5. Enter the source title in the left column and the desired destination title in the right column.

6. Repeat for all new titles.

7. Click Save in the editor, and then remember to save the export template to apply the changes.

Method 2: Bulk Editing with a Text Editor

This method is efficient for creating or managing long lists of transformations. We recommend using an application such as Notepad++.

Step 1. Prepare the list for editing

1. Copy the entire TRANSFORM string from the eAdm template.

2. In Notepad++, paste the string into a new file.

3. Open the "Find and Replace" dialog (Ctrl+H).

4. In the "Find what" field, enter ;.

5. In the "Replace with" field, enter \n (which represents a newline character).

6. Select the "Extended" search mode.

7. Click "Replace All". This will place each transformation pair on its own line, making it easy to read and edit.

Step 2. Edit the List

Add, edit, or remove lines as needed. Make sure each line follows the SourceValue|DestinationValue format.

Step 3. Prepare the list for eAdm:

1. When you are finished editing, reverse the process.

2. In the "Find what" field, enter \n.

3. In the "Replace with" field, enter ;.

4. Click "Replace All". This will convert the list back into a single string separated by semicolons.

5. Copy the resulting string and paste it back into the appropriate field in your eAdm template.

Verification

1. After saving the changes to the export template, click the Play icon next to the mapping you modified.

2. Click Preview to see how the data will be transformed.

3. Review the "New Value" (New value) column to verify that the titles are being updated correctly. If the preview does not show the expected results, check your syntax for errors.