Difference between revisions of "Custom Field Import Wizard"

Revision as of 15:55, 23 November 2017 (view source) Lalaine Songalia (talk | contribs) (→‎Custom Field Type Values) ← Older edit		Revision as of 15:55, 23 November 2017 (view source) Lalaine Songalia (talk | contribs) (→‎Custom Field Type Values) Newer edit →
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Revision as of 15:55, 23 November 2017

System Administrators are able to import custom fields and associated settings within any Custom Field Settings page.

Each Custom Field settings page, whether UTA, contact or company specific, will have the Text Import tab.

Overview of how to use Custom Field Import Wizard

The import process consists of the following steps:

1. Enter information into the Import Wizard.

2. Map the fields in the pasted data to custom field settings.

3. Validate the information mapping before uploading.

4. Upload the data to SmartSimple.

Enter information into the Custom Field Import Wizard

• Click on the the Text Import tab within the relevant Custom Field settings page, whether UTA, contact or company specific, to access the Import Wizard screen. Step 1 of the Import Wizard is displayed.

• If you wish to paste text into this field then click the mouse in the import text box, and then select the Edit Paste menu or press Control + V. Alternatively you can type directly into the field.

• As a minimum requirement you should enter a Display Order value, a Field Type and a Field Name value.

NOTE: Some of the Custom Field settings can only be imported using IDs rather than the displayed values. These are discussed further in the Custom Field Settings section below.

• Once all the relevant field data is enter then you set the Column delimiter as required.

• Click the First row contains field names check box if the first row is column headers rather than real data.

• Click the Values enclosed by double quote check box if the first row is the values being imported include any that are enclosed in double quotes.

• Click the Analyze button.

Map the fields in the pasted data to custom field settings

• Step 2 of the Import Wizard should now be displayed.

• The top of the screen includes an option to map each column in the entered data with a corresponding custom field settings.

NOTE: Only the first row of data is used to define the mappings, but the settings are applied to all rows of data.

• Define the mappings between the entered data and the custom field settings as appropriate.

• Click Parse Data button at the bottom of the screen.

Validate the information mapping before uploading

• Step 3 of the Import Wizard should now be displayed.

• This lists all rows of data and shows what values are to be mapped to what custom field settings.

• Review the data to confirm that mappings are correct for all rows.

• If issues exist in the mappings then use the Back button to navigate back to an earlier step and make appropriate changes.

Upload the data to SmartSimple

• If no issues exist then click on the Upload button.

• User will be taken to Step 4 of the Import Wizard, which indicates whether the upload succeeded or not.

Custom Field Settings

Some of the Custom Field settings can only be imported using IDs rather than the displayed values. These are discussed further in the sections below.

Settings requiring a 0 or 1

A number of the custom fields settings are enabled using the numeric value "1" and disabled using the numeric value "0".

The exact list of these field settings are shown below . . .

• Allow Empty
• Appear Mandatory
• Searchable

• Use As Tab
• Track Changes
• Show as Radio Buttons

• Enable Multiple Select

• Show Display Value in List Views

• Sort Values To Display Vertically

• Disable Lookup Button

• Enable Builder

• Enable Server-Side Validation

• Enable KML

• Disable Quick Edit

• Hide Field

• Hide For Portal

• Enable Map Service

• Enable People Search Service

• Enable Organization Search Service

• Show Counter

• Count Words

• Show Currency Format in Edit Mode

Custom Field Label Display

The following values should be used when trying to define how the label should be displayed against the field.

Label Display option	ID
Label on Left	0
Label Above Field	1
Empty Label	2
Hide Label	3

Custom Field SmartField View

The following values should be used when trying to define how the field will be handled within the SmartField View.

SmartField View option	ID
Include	0
Exclude	1
Only display for SmartField View	2

Custom Field Type Values

The following IDs should be used when trying to create a custom field for that type.

Custom Field Type Name	Custom Field Type ID
Display Only - External Entity Details	96
Display Only - Image	34
Display Only - Web Page View	110
Dynamic Data - Dynamic Control Field	87
Link - Multiple Files	80
Link - Single File	33
Lookup - Address Validation	78
Lookup - Ajax Options	73
Lookup - Entity and People	76
Lookup - External Entity	95
Lookup - External People	75
Lookup - ICD Codes	74
Lookup - NAIC Codes	77
Read Only - System Variables	109
Read Only - Text	39
Select Many - Check Boxes	20
Select One - Combo Box	10
Select One - Internal Entity	90
Select One - Internal People	70
Select One - Ledger Code	72
Special - Auto Number	50
Special - Auto Save	79
Special - Barcode	45
Special - Browser Script	103
Special - Calculated Value	60
Special - ePad Signature	100
Special - Geo Mapping	115
Special - Hand Drawing	99
Special - Hidden Value	38
Special - MSWord Merge	113
Special - XML Data	125
Store Value - System Variables	111
Text - Password Protected	44
Text Box - Multiple Lines	40
Text Box - Rich Text	42
Text Box - Single Line	30
Title Bar - Multiple Columns	5
Creation - Date	55
Display Only - Tabbed Web Page View	112
Display Only - Text or System Object	36
Dynamic Data - Data Grid	88
Link - Email	37
Link - SmartFolder	32
Link - Website	35
Select Many - List Box	22
Select Many - Scrolling Check Boxes	21
Select One - Multi-level Combo Box	127
Select One - User Group	15
Special - Color Code	126
Special - Timer	31
Special - UTA Peers Combo	12

See Also

• Import and Export Custom Fields