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Excel Parser

386 bytes added, 16:29, 11 May 2020
Settings Explained
==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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