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Auto Loader

127 bytes added, 15:00, 20 June 2013
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==Branch, Company and Owner Custom Field Matching==
When you are updating UTA information you can automatically associate a standard field on the UTA with user and company fields in order to establish individual or organizational ownership. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to [[[UTA]]] and the Level to Level 1.
:[[Image:Auto10e.png]]
==Updating Tracking Parent==
When you are updating UTA Level 2 or 3 information you can automatically associate a field on the level 2 with a field on the level 1, or associate a field on the level 3 with a field on the level 1, in order to establish a relationship between the entities. This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to [[[UTA]]] and the Level to Level 2 or Level 3.
:[[Image:Auto10g.png]]
==External Data Source==
 
This section allows for the configuration of an external file source if the user does not want to manually upload the file.
 
 
:[[Image:AutoDataSource.png]]
Smartstaff, administrator
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