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Custom Field Import Wizard

2,946 bytes added, 14:18, 29 August 2019
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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.
: [[Image:TextImport1.png]]
[[Category:Custom Fields]]
 
==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.
 
: [[Image:TextImport2.png|700px]]
* 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.
 
: [[Image:TextImport3.png]]
'''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.
 
: [[Image:TextImport4.png]]
* 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.
 
 
 
==Validate the information mapping before uploading==
* 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 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.
 
 
 
{| class="wikitable"
|-
!|Label Display option
!|ID
|-
||Label on Left
||0
|-
||Label Above Field
||1
|-
||Empty Label
||2
|-
||Hide Label
||3
|}
[[Category:Custom Fields]]
==Using =Custom Field Import WizardSmartField 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 Values===
The following IDs should be used when trying to create a custom field for that type.
==Custom Field Type Numeric Values ==
{| class="wikitable"
|-
! |Custom Field Type ID !Name! |Custom Field Type NameID
|-
| 55 = Creation |Display Only - Date External Entity Details|| 55 = Creation - Date96
|-
| 96 = |Display Only - External Entity Details Image|| 96 = Display Only - External Entity Details34
|-
| 34 = |Display Only - Image Web Page View|| 34 = Display Only - Image110
|-
| 112 = Display Only |Dynamic Data - Tabbed Web Page View Dynamic Control Field|| 112 = Display Only - Tabbed Web Page View87
|-
| 36 = Display Only |Link - Text or System Object Multiple Files|| 36 = Display Only - Text or System Object80
|-
| 110 = Display Only |Link - Web Page View Single File|| 110 = Display Only - Web Page View33
|-
| 88 = Dynamic Data |Lookup - Data Grid Address Validation|| 88 = Dynamic Data - Data Grid78
|-
| 87 = Dynamic Data |Lookup - Dynamic Control Field Ajax Options|| 87 = Dynamic Data - Dynamic Control Field73
|-
| 37 = Link |Lookup - Email Entity and People|| 37 = Link - Email76
|-
| 80 = Link |Lookup - Multiple Files External Entity|| 80 = Link - Multiple Files95
|-
| 33 = Link |Lookup - Single File External People|| 33 = Link - Single File75
|-
| 32 = Link |Lookup - SmartFolder ICD Codes|| 32 = Link - SmartFolder74
|-
| 35 = Link |Lookup - Website NAIC Codes|| 35 = Link - Website77
|-
| 78 = |Lookup - Address Validation MeSH Codes|| 78 = Lookup - Address Validation81
|-
| 73 = Lookup |Read Only - Ajax Options System Variables|| 73 = Lookup - Ajax Options109
|-
| 76 = Lookup |Read Only - Entity and People Text|| 76 = Lookup - Entity and People39
|-
| 95 = Lookup |Select Many - External Entity Check Boxes|| 95 = Lookup - External Entity20
|-
| 75 = Lookup |Select One - External People Combo Box|| 75 = Lookup - External People10
|-
| 74 = Lookup |Select One - ICD Codes Internal Entity|| 74 = Lookup - ICD Codes90
|-
| 77 = Lookup |Select One - NAIC Codes Internal People|| 77 = Lookup - NAIC Codes70
|-
| 109 = Read Only |Select One - System Variables Ledger Code|| 109 = Read Only - System Variables72
|-
| 39 = Read Only |Special - Text Auto Number|| 39 = Read Only - Text50
|-
| 20 = Select Many |Special - Check Boxes Auto Save|| 20 = Select Many - Check Boxes79
|-
| 22 = Select Many |Special - List Box Barcode|| 22 = Select Many - List Box45
|-
| 21 = Select Many |Special - Scrolling Check Boxes Browser Script|| 21 = Select Many - Scrolling Check Boxes103
|-
| 10 = Select One |Special - Combo Box Calculated Value|| 10 = Select One - Combo Box60
|-
| 90 = Select One |Special - Internal Entity ePad Signature|| 90 = Select One - Internal Entity100
|-
| 70 = Select One |Special - Internal People Geo Mapping|| 70 = Select One - Internal People115
|-
| 72 = Select One |Special - Ledger Code Hand Drawing|| 72 = Select One - Ledger Code99
|-
| 127 = Select One - Multi|Special -level Combo Box Hidden Value|| 127 = Select One - Multi-level Combo Box38
|-
| 15 = Select One |Special - User Group MSWord Merge|| 15 = Select One - User Group113
|-
| 50 = |Special - Auto Number XML Data|| 50 = Special - Auto Number125
|-
| 45 = Special |Store Value - Barcode System Variables|| 45 = Special - Barcode111
|-
| 103 = Special |Text - Browser Script Password Protected|| 103 = Special - Browser Script44
|-
| 60 = Special |Text Box - Calculated Value Multiple Lines|| 60 = Special - Calculated Value40
|-
| 126 = Special |Text Box - Color Code Rich Text|| 126 = Special - Color Code42
|-
| 100 = Special |Text Box - ePad Signature Single Line|| 100 = Special - ePad Signature30
|-
| 99 = Special |Title Bar - Hand Drawing Multiple Columns|| 99 = Special - Hand Drawing5
|-
| 38 = Special |Creation - Hidden Value Date|| 38 = Special - Hidden Value55
|-
| 113 = Special |Display Only - MSWord Merge Tabbed Web Page View|| 113 = Special - MSWord Merge112
|-
| 31 = Special |Display Only - Timer Text or System Object|| 31 = Special - Timer36
|-
| 12 = Special |Dynamic Data - UTA Peers Combo Data Grid|| 12 = Special - UTA Peers Combo88
|-
| 125 = Special |Link - XML Data Email|| 125 = Special - XML Data37
|-
| 111 = Store Value |Link - System Variables SmartFolder|| 111 = Store Value - System Variables32
|-
| 44 = Text |Link - Website||35|-||Select Many - Password Protected List Box||22| 44 = Text - Password Protected||Select Many - Scrolling Check Boxes||21|-||Select One - Multi-level Combo Box||127
|-
| 40 = Text Box |Select One - Multiple Lines User Group|| 40 = Text Box - Multiple Lines15
|-
| 42 = Text Box |Special - Rich Text Color Code|| 42 = Text Box - Rich Text126
|-
| 30 = Text Box |Special - Single Line Timer|| 30 = Text Box - Single Line31
|-
| 5 = Title Bar |Special - Multiple Columns UTA Peers Combo|| 5 = Title Bar - Multiple Columns12
|}
 
==See Also==
* [[Custom_Fields_%E2%80%93_General_Information#Import_and_Export_Custom_Fields|Import and Export Custom Fields]]
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