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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.
: [[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.
==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".
* Allow Empty
* Use As Tab
* Track Changes
* Show as Radio Buttons
* Enable Multiple Select
* Show Display Value in List Views
* Sort Values To Display Vertically
* 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 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
|-
| Creation |Display Only - Date Web Page View|| 55110
|-
| Display Only |Dynamic Data - External Entity Details Dynamic Control Field|| 96 87
|-
| Display Only |Link - Image Multiple Files|| 34 80
|-
| Display Only |Link - Tabbed Web Page View Single File|| 112 33
|-
| Display Only |Lookup - Text or System Object Address Validation|| 3678
|-
| Display Only |Lookup - Web Page View Ajax Options|| 11073
|-
| Dynamic Data |Lookup - Data Grid Entity and People|| 8876
|-
| Dynamic Data |Lookup - Dynamic Control Field External Entity|| 8795
|-
| Link |Lookup - Email External People|| 3775
|-
| Link |Lookup - Multiple Files ICD Codes|| 8074
|-
| Link |Lookup - Single File NAIC Codes|| 3377
|-
| Link |Lookup - SmartFolder MeSH Codes|| 3281
|-
| Link |Read Only - Website System Variables|| 35 109
|-
| Lookup |Read Only - Address Validation Text|| 78 39
|-
| Lookup |Select Many - Ajax Options Check Boxes|| 73 20
|-
| Lookup |Select One - Entity and People Combo Box|| 76 10
|-
| Lookup |Select One - External Internal Entity || 95 90
|-
| Lookup |Select One - External Internal People || 75 70
|-
| Lookup |Select One - ICD Codes Ledger Code|| 74 72
|-
| Lookup |Special - NAIC Codes Auto Number|| 77 50
|-
| Read Only |Special - System Variables Auto Save|| 109 79
|-
| Read Only |Special - Text Barcode|| 39 45
|-
| Select Many |Special - Check Boxes Browser Script|| 20103
|-
| Select Many |Special - List Box Calculated Value|| 22 60
|-
| Select Many |Special - Scrolling Check Boxes ePad Signature|| 21100
|-
| Select One |Special - Combo Box Geo Mapping|| 10 115
|-
| Select One |Special - Internal Entity Hand Drawing|| 90 99
|-
| Select One |Special - Internal People Hidden Value|| 70 38
|-
| Select One |Special - Ledger Code MSWord Merge|| 72 113
|-
| Select One - Multi|Special -level Combo Box XML Data|| 127125
|-
| Select One |Store Value - User Group System Variables|| 15111
|-
| Special |Text - Auto Number Password Protected|| 50 44
|-
| Special |Text Box - Barcode Multiple Lines|| 45 40
|-
| Special |Text Box - Browser Script Rich Text|| 103 42
|-
| Special |Text Box - Calculated Value Single Line|| 60 30
|-
| Special |Title Bar - Color Code Multiple Columns|| 126 5
|-
| Special |Creation - ePad Signature Date|| 100 55
|-
| Special |Display Only - Hand Drawing Tabbed Web Page View|| 99 112
|-
| Special |Display Only - Hidden Value Text or System Object|| 38 36
|-
| Special |Dynamic Data - MSWord Merge Data Grid|| 11388
|-
| Special |Link - Timer Email|| 31 37
|-
| Special |Link - UTA Peers Combo SmartFolder|| 12 32
|-
| Special |Link - XML Data Website|| 125 35
|-
| Store Value |Select Many - System Variables List Box|| 111 22
|-
| Text |Select Many - Password Protected Scrolling Check Boxes|| 44 21
|-
| Text |Select One - Multi-level Combo Box - Multiple Lines || 40 127
|-
| Text Box |Select One - Rich Text User Group|| 42 15
|-
| Text Box |Special - Single Line Color Code|| 30 126
|-
| Title Bar |Special - Timer||31|-||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]]
