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Excel Parser

7 bytes removed, 20:00, 1 May 2020
Field Mappings on the Multi-File Upload Field
===Field Mappings on the Multi-File Upload Field===
 
Previously we set up a field for the applicant to upload the completed spreadsheet and we created a spreadsheet with named cells or groups of cells. Now we need to tell your system what data we want to parse, and what we want to do with that data. Typically you will either populate a custom field with one or more values from the spreadsheet or as in this example we will create level 2 activities based on rows from the completed spreadsheet.
# On the Multi-File Upload custom field we set previously with '''Enable Excel Parsing''' will see a new section near the top called '''Field Mappings'''. This is where we define what will be parsed to where.
#If you have already created the activity custom fields you want to map to, you will need to get the custom field IDs for each. Otherwise you need to create the desired activity custom fields. [[File:Excel-parser-2020-fieldid.png|thumb|none|500px|Custom field IDs are found on each custom field's configuration page near the top]]  #If you followed the instructions above you can place the following into the '''Field Mappings''' input and replace Custom Field IDs with your desired custom field IDs. [[File:Excel-parser-2020-field-mapping-code.png|thumb|none|500px|Code entered into Field Mappings]] 
# Click '''Save'''.
Now you can test out the entire process from the applicants point of view and watch the activities get created and populated with data upon upload of the completed spreadsheet.
Note: if it does not parse correctly, start by checking that the names defined in your spreadsheet match the names in the field mapping, and check that the custom field IDs are correct.For more information on the Syntax see below.
===Updating Existing Custom Fields and Activities===
Smartstaff, administrator
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