Data Preference Settings

The Data Preference Settings in QuickSource allows you to sort your preferred data sources, choose which data source you want to use first, adjust formatting, and create rules on a field‑by‑field basis. Follow the instructions below to configure your Data Preference Settings. Or, click here to jump to the section below for instructions on adjusting the formatting, and creating or editing rules:

1. From the Side‑by‑Side PowerView, click QuickSource in the toolbar on the upper left to launch the Data Discrepancy View.

   

2. Click the link in the Data Preference Settings column to the right of the field you want to configure.

   

3. Configure your data source preferences in the Priorities tab:

   

   • Click and drag the textured icon (  ) to the left of a data source to rearrange and prioritize which data source is used first.
   • Use the drop‑down menus to assign a specific rank — with number one being your most preferred data source and number five being your least preferred.
   • Place your cursor in the Custom Value field and enter custom text you want to transfer to the field each time.
   • Check or uncheck the box to the right of a data source to enable or disable the data source for the current field. Disabled data sources will not transfer data for the current field.
4. When you're finished, click Save to save your changes and return to the Data Discrepancy View. Or, continue with the section below for instructions on adjusting the formatting, and creating or editing rules.

Formatting Rules

Follow the instructions below to choose your preferred case, and create or adjust rules for a specific field:

1. From the Side‑by‑Side PowerView, click QuickSource in the toolbar on the upper left to launch the Data Discrepancy View.

   

2. Click the link in the Data Preference Settings column to the right of the field you want to configure. Then, go to the Formatting Rules tab.

   

3. Create or adjust your Search and Replace Rules:

   

   1. Click Add New Rule to create a new rule
   2. Use the first drop‑down menu to indicate whether you want to apply the rule when the field Contains the value anywhere in the field, or if the field Equals the value and matches it exactly.
   3. Enter the value you want to use for the search.
   4. Use the second drop‑down menu to choose whether you want to replace the Entire Text, only the Matching Text, Append at the End, or Prepend the value.
   5. Enter the value you want to use as the replace value.
   6. Use the third drop‑down menu to choose whether you want this rule to apply for All, UAD, or Non‑UAD form types.
   7. Once you've created two or more rules, click and drag the textured icon (  ) to the left of a rule to rearrange and prioritize the order in which the rules are applied. Rules are applied top to bottom.
   8. Click the delete icon (  ) to the right of a rule to delete and remove it for the current field
   9. Review the Data Source(s) Result to compare the original value for the field, and the new value that was created based on your preferred casing and any custom rules that have been applied.
4. Choose your Preferred Case for the current field. Options include:

   

   Source Default

   This option makes no changes to the case of the text and transfers the data to your report exactly as it was retrieved from the data source.

   lower case

   This changes the case to all lower case letters for each word.

   Title Case

   This option capitalizes the first letter of each individual word.

   UPPER CASE

   This changes the text to use all capital letters for each word.

   Sentence case

   This option capitalizes only the first letter of the first word. All subsequent words begin with a lower case letter.

5. When you're finished, click Save to save your changes and return to the Data Discrepancy View.

That's it! Your Data Preference Settings, formatting, and rules are now saved. Once you're returned to the Data Discrepancy View, review the subject and comparable data returned by QuickSource and click Save &Close to transfer the data to your report. Or, simply click Cancel, and then click Yes to confirm you want to exit QuickSource without transferring data to your report.