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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:
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.
* If As a minimum requirement you wish to paste text into this field then click the mouse in the import text boxshould enter a Display Order value, a Field Type and then select the Edit Paste menu or press Control + V. Alternatively you can type directly into the fielda 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.
* Click the '''First row contains field names''' check box if the first row is column headers rather than real data.
* 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.
* 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.
==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"
|-
! Custom Field Type Name |Label Display option!! Custom Field Type |ID
|-
| Creation - Date |Label on Left| 55|0
|-
| Display Only - External Entity Details |Label Above Field| 96 |1
|-
| Display Only - Image |Empty Label| 34 |2
|-
| Display Only - Tabbed Web Page |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]]. {| 112 class="wikitable"
|-
!| Display Only - Text or System Object SmartField View option!|| 36ID
|-
| Display Only - Web Page View |Include| 110|0
|-
| Dynamic Data - Data Grid |Exclude| 88|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. {| class="wikitable"|-!|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
|-
| Link |Lookup - Email ICD Codes|| 3774
|-
| Link |Lookup - Multiple Files NAIC Codes|| 8077
|-
| Link |Lookup - Single File MeSH Codes|| 3381
|-
| Link |Read Only - SmartFolder System Variables|| 32109
|-
| Link |Read Only - Website Text|| 35 39
|-
| Lookup |Select Many - Address Validation Check Boxes|| 78 20
|-
| Lookup |Select One - Ajax Options Combo Box|| 73 10
|-
| Lookup |Select One - Internal Entity and People || 76 90
|-
| Lookup |Select One - External Entity Internal People|| 95 70
|-
| Lookup |Select One - External People Ledger Code|| 75 72
|-
| Lookup |Special - ICD Codes Auto Number|| 74 50
|-
| Lookup |Special - NAIC Codes Auto Save|| 77 79
|-
| Read Only |Special - System Variables Barcode|| 109 45
|-
| Read Only |Special - Text Browser Script|| 39 103
|-
| Select Many |Special - Check Boxes Calculated Value|| 2060
|-
| Select Many |Special - List Box ePad Signature|| 22 100
|-
| Select Many |Special - Scrolling Check Boxes Geo Mapping|| 21115
|-
| Select One |Special - Combo Box Hand Drawing|| 10 99
|-
| Select One |Special - Internal Entity Hidden Value|| 90 38
|-
| Select One |Special - Internal People MSWord Merge|| 70 113
|-
| Select One |Special - Ledger Code XML Data|| 72 125
|-
| Select One - Multi|Store Value -level Combo Box System Variables|| 127111
|-
| Select One |Text - User Group Password Protected|| 1544
|-
| Special |Text Box - Auto Number Multiple Lines|| 50 40
|-
| Special |Text Box - Barcode Rich Text|| 45 42
|-
| Special |Text Box - Browser Script Single Line|| 103 30
|-
| Special |Title Bar - Calculated Value Multiple Columns|| 60 5
|-
| Special |Creation - Color Code Date|| 126 55
|-
| Special |Display Only - ePad Signature Tabbed Web Page View|| 100 112
|-
| Special |Display Only - Hand Drawing Text or System Object|| 99 36
|-
| Special |Dynamic Data - Hidden Value Data Grid|| 38 88
|-
| Special |Link - MSWord Merge Email|| 11337
|-
| Special |Link - Timer SmartFolder|| 31 32
|-
| Special |Link - UTA Peers Combo Website|| 12 35
|-
| Special |Select Many - XML Data List Box|| 125 22
|-
| Store Value |Select Many - System Variables Scrolling Check Boxes|| 111 21
|-
| Text |Select One - Multi- Password Protected level Combo Box|| 44 127
|-
| Text Box |Select One - Multiple Lines User Group|| 40 15
|-
| Text Box |Special - Rich Text Color Code|| 42 126
|-
| Text Box |Special - Single Line Timer|| 30 31
|-
| Title Bar |Special - Multiple Columns UTA Peers Combo|| 5 12
|}
==See Also==
* [[Custom_Fields_%E2%80%93_General_Information#Import_and_Export_Custom_Fields|Import and Export Custom Fields]]
