Manage preferences in configuration tree

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The PMP configuration tree is the data model configured by your organization which defines the relationship between preferences (end-user data collected) and the purposes for which your organization is collecting this information. After your organization has added a purpose to the PMP configuration tree you can continue to map preferences to the purpose.

In this article, we will cover the following:

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Only preferences mapped to a purpose in your configuration tree can be added to a preferences widget.

To start, click Preference Management on the left-hand panel and then select the Configuration Tree tab on the subsequent page.


Add preference to purpose in configuration tree

Add a preference to a purpose in your organization's PMP configuration tree by selecting the preference from the preference library and dragging it to the desired purpose within your configuration tree.

Remove preference from purpose in configuration tree

Remove a preference from a purpose in your organization's PMP configuration tree by navigating to the preference in the configuration tree and selecting the ellipsis inline with the preference name.

Click Remove from the subsequent menu.

Nest preference under another preference in configuration tree

Nesting a preference under another preference lets your organization to collect more granular end-user preference data based on the value options of the top-level preference (e.g. if a preference asks the end-user for methods of contact, your organization may want to ask the preferred time of contact for each method of contact).

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Generally, when using nested preferences in your PMP configuration tree your organization will want to utilize the multi purpose format for you preferences widget so that the nested preference can also be added to the preferences widget.

To nest a preference under another preference in your organization's PMP configuration tree, select the preference from the preference library and drag it to the desired value option for a purpose within your configuration tree.

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