Smartstaff, administrator
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:[[Image:Auto6.png]]
* '''Activate''' – enables the Autoloader. Until this check box is enabled the Autoloader will not execute.
* '''Trigger Formulas''' – enables the triggering of any template formulas that may exist for the selectred selected record type and item/level. If this check box is not enabled then these formulas will not execute.
* '''Delete First (use with caution)''' – all existing data will be deleted from the [[UTA]] level selected ('''This setting only applies to UTA data''').
::* '''IMPORTANT''': Delete First is only used to delete UTA data where the data will be completely replaced with uploaded data. '''Use with caution'
* '''Create''' - If you wish to create new record, then enable the Create check box. If you do not enable this check box and new records are located in the upload file they will be rejected.
* '''Account''' – determines where in the organisational hierarchy new records should be added.
* '''Is External''' – choose this option when creating external companies under the root company.
* '''Category''' – determines the organisational category that you wish to be associated with the new records.
* If you are uploading contact records the category field is replaced by a role field so you can determine the role of new contacts.
* '''Trigger Workflow''' – drop-down list that contains a list of all workflows related to the '''Record Type'''. It defaults to N/A.
* ''' Trigger On All Records ''' - check-box that is populated is users wants to have a workflow execute against all records. whether new records or updated records.
===File Layout - Defining the number of columns===
