Specify source analysis rule fields

1. From the Source analysis rule tab of an active record source, select Edit fields. The Edit source analysis rule screen appears.

   Note: You can define only one source analysis rule per record source.

2. Under Available fields, the list on the left displays the query views available for the record source. When you select a query view, the list on the right displays all fields included in that view. To include a field in the source analysis rule, drag and drop the field or select the field and select the + button. The field appears in the Fields in use grid at the bottom.

3. The Capture data option is selected by default for all fields you add to the grid. If you deselect Capture data for a field, the program no longer captures its data for reports and queries. However, data from earlier captures is still available.

   To remove a captured data field permanently from all reports and queries, select the field and select Delete.

4. The Field to capture from column displays the captured field's name. In the SAR field name column, enter a name to identify the captured data in reports and queries. For example, "SAR–Constituent Lifetime Giving."

5. To explain why you included a specific field in the source analysis rule, enter a description for the field in the Purpose column.

6. The Queryable option is selected by default for all fields so they will appear in ad-hoc queries. If you use a large number of SAR fields, you can deselect Queryable for any fields that you do not need available in queries. If you deselect Capture Data, you may leave Queryable selected so you can still query historical data.

7. Add as many fields as you need to create a source analysis rule.

8. Select Save. You return to the Source analysis rule tab.