Custom Fields info uploading

John,

Can you elaborate on what you mean by they do not appear on it? I have attached the import utility for the Custom Fields screen to compare to the one you were looking at.

Thanks,

Eryn Wooten

John,

When you click "Create Import Utility Template" on the asset screen, you will need to add the custom fields as headers. This requires going into Screen Designer in EAM to identify the field names within the database. If you, or any of your colleagues, don't have access to this, you can send a request into our Advoco email support, if applicable, and a consultant can get this info for you. I am going to send you an email with a PowerPoint that will walk you through these steps, though.

Thanks,

Hudson

John,

There is also a way to allow the custom fields to automatically populate when creating the Import Utility Template. Navigate to the Web Service Prompt screen. This is usually found under Administration > Screen Configuration > Web Service Prompts (depending on your folder structure).

Once on that screen, you will need to locate the screen where your custom fields appear (In this case, the asset screen). Once you have the proper screen selected, navigate to the "Fields" tab. Select any record in the viewing pane, and click the Actions drop-down button. From the drop-down, choose the "Select Custom Fields" option. Choose the custom fields (or select all) from the pop-up and click OK. Save the Web Service Prompt record.

Now, when you create the Import Utility Template from the asset screen, you will see the custom fields as a column, allowing you to populate the data.

As John mentioned, feel free to reach out if you need assistance with any of this.

Thanks!

Suzanne

@swilliams, the instruction you provided above, is that applicable for user defined screens? I've created user defined screen and hoping to utilize the Import Utility Template so that we can load mass data instead of typing one by one records.