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Excel Parser

607 bytes added, 17:20, 11 May 2020
Updating Existing Custom Fields and Activities
===Updating Existing Custom Fields and Activities===
 The applicant can upload a modified Excel template at any time to update the custom fields and activities. Please note if you need to change your template by moving or removing rows or columns, the data may not parse correctly after such modifications. Depending on the configuration you may be able to go to the field data and replace values to clear out what was previously uploaded and then upload a new completed spreadsheet again to repopulate. Also note the name of the activity must remain the same if you want to update it. If an activity has been renamed and a new spreadsheet has been uploaded a new activity will be created instead of updating the existing one.
==Configuration - Advanced==
==Settings Explained==
 
Field Mappings Syntax for Creating Activities
|-
||"field/property":"name"
||Inside the curly brackets you find the specific mappings which are the field/property to set and the name you gave the cell in the spreadsheet. If you are referencing a custom field wrap it in square brackets inside the quotes example "[cf_1111112]": "col_1",
|-
||"sheet": "Sheet1",
|-
||"record": "activity",
||"activity" creates child records, empty for current record or "peer" for creating activities of same parent record.
|-
||"rowasrecord": "true",
|-
||"name": "col_1",
||"col_1" is the column of data used for the level 2 name (subject standard field). Note: the name entered for “col_1” is used by the parser to reference and update that activity. Once an activity is created, the “col_1” name should not be changed. If a user changes the name of an activity found in “col_1” and uploads an updated spread sheet, the parser will not be able to update the existing activity and as such will create a new activity using the new name.
|-
||"[cf_3980270]": "Salaries",
||"[cf_3980271]": "col_1",
||"[cf_3980271]" is the custom field "col_1" is where the data will be pulled from based on the defined startcell which is named in the spreadsheet.
|-}|}
===Field Mappings Syntax for Same Record===
 
When populating custom fields on the same record the syntax is much simpler. Wrap the custom field in square brackets, add an equal sign then enter the name as defined in excel spread sheet for the desired cell or set of cells.
If you want to populate multiple fields, separate them with a semicolon.
Smartstaff, administrator
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