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Custom Field Import Wizard

2,053 bytes added, 20:21, 25 June 2014
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* The top of the screen includes an option to map each column in the entered data with a corresponding custom field settings.
: [[Image:TextImport6.png|700px]]
'''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.
: [[Image:TextImport5.png|800px]]
* Click Parse Data button at the bottom of the screen.
* Step 3 of the Import Wizard should now be displayed.
: [[Image:TextImport7.png|750px]] * 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.: [[Image:TextImport8.png|750px]]
==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 Custom Field Settings section 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.
 
{| class="wikitable"
|-
! 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]].
{| class="wikitable"|-! SmartField View option !! ID|-| Include || 0|-| Exclude || 1|-| Only display for SmartField View || 2|}===Custom Field Type Numeric Values===
The following IDs should be used when trying to create a custom field for that type.
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