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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
About advanced topics
This chapter provides information about advanced customization options for the Unica Plan interface.
Populating fields programmatically
In Unica Plan, you can create custom fields that are populated programmatically from the values in other fields.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
  - Populating fields programmatically
    In Unica Plan, you can create custom fields that are populated programmatically from the values in other fields.
    - Examples of programmatically populating fields
      There are several examples you can use to programmatically populate field.
    - Server-side ID generation and project attribute validation
      You can set up a template to use custom routines to generate ID values automatically, and to validate values entered on the Summary tab of an object.
    - Sample Java interface
      This section describes IdValidateInterface, IdGenerateCustom, and ID generator.
  - Grid validation
    Unica Plan exposes a validation interface that you can use to write custom data validation rules.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Populating fields programmatically

In Unica Plan, you can create custom fields that are populated programmatically from the values in other fields.

To specify that you want a field to populate programmatically, you add an attribute with an attribute type of External Datasource to a form and specify a program to run. The program can be a web service (located anywhere) or a Java™ program that runs on the same server as Unica Plan.

For example, a field can call a program to generate a job number that is based on values that are entered in fields for business unit and product.

An attribute with the External Datasource attribute type appears in the user interface as a read-only data entry field paired with a Generate button. When a user clicks Generate, Unica Plan accesses the specified program and displays the result in the field.

To specify the program, you must include the <servicedetails> tag within the <column> tag. The <servicedetails> tag can contain the following tags.


Tag	Description
type	Enter either javaclass or webservice as the type.
classname	Enter the server-side custom Java™ class in this tag. This custom class must implement the com.unicacorp.common.template.IdGenerate interface. If you specify a value in this tag, the <methodname> tag is optional.
param	This tag has the following attributes. parameter name type valuecolumn You must define all parameters in the same map file, such as projectatts.product_id. You must specify the parameters in the order that the program expects them.
wsdl	Enter the webservice definition file that is located on the Unica Plan server, or the URL to the file in this tag.
methodname	Enter the webservice method name in this tag. If you specify the <classname> tag, this tag is not required.

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