RON categories are stored in re:Members (formerly Impexium) Custom Data Tables (on the Report Server) rather than the baseline Custom Category system.
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This is so that we can do all that we need to with the API.
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CDTs are instantly live, so there is no need to wait for the overnight processes to see changes.
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ALTA Marketplace categories are stored in the same CDTs.
Category Setup
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Found in re:Members (formerly Impexium) under "Custom Data", "Custom Data", and "ALTA Cust Data Categories".
https://portal.alta.org/administration/custom/data/?action=list&TableId=68476792-1429-eb11-8441-0003ff6851a7 -
When adding a new RON code, the parent code information must be entered exactly to link everything up. There are not dropdowns for options in CDTs.
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Category Code = No spaces, short.
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Category Name = Full spell out.
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Parent Category Code = RegRON
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Parent Category Name = ALTA Registry RON Enhancement
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Sort Order = 0
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CRITICAL - Queries must be updated manually to include RON codes due to some baseline query limitations.
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Under "Queries", "Query Builder", and load "SUB - REG - With RON"
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Add a Criteria for "OR" and the new Category Code
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Customer Category Storage
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Found in re:Members (formerly Impexium) under organization records, "Custom" tab and "Cust Data Org Categories".
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While these CAN be manually added, it's best to use the RMS UI to ensure correct format.
