Import Custom Fields

Example Excel

First Step :

Custom-fields_1.png

In the previous image, the process for creating custom fields is illustrated. Users have the option to select either an XLSX or CSV file format to generate an array of custom fields. This action is initiated by clicking on the designated button.

 

Second Step :

Upon selecting the .xlsx file option, the subsequent image will be displayed.

Custom-fields_2.png

Third Step :

Upon clicking, the subsequent image will be displayed. :

Fourth Step :

After you have selected a file, the following actions will occur.

For the import button to be enabled, it is necessary to select the name, type, and options.

Your file should include information optimized for User Interface. Therefore, we provide a straightforward example for an Excel File: what should be included is as follows:

And image :

As observed, the table comprises five columns.

The assignment of header names is within your discretion.

Fifth Step :

You will be required to select the headers to display the data within the Data Preview section.

 

Sixth Step :

Following the selection of the required fields, the import button will be enabled. Upon clicking on this button, the subsequent image will be displayed

During the data import process, you will observe a progress bar and the import button will transition to a circular loading state. Additionally, you will be able to view the response status for each row. If a row is marked as 'Invalid' or 'Already Exists,' hovering over it will reveal the reason for the issue, as demonstrated in the above image where the error indicates that a 'name' must be specified for the custom field, implying it should not be left empty.

 

An additional error, as depicted in the subsequent image, has been encountered :

A new error message has been encountered: 'Custom Field Created, but the custom field does not support options.' This is due to the type of labels not supporting options. Consequently, the custom field is created without its intended options

 

The concluding results are depicted in the image provided below :

You can view the count of custom fields, including 'Success', 'Error', and 'Invalid'. Additionally, to upload a new file, simply click on 'Upload New File' without the necessity to navigate back to the main page of Custom Fields.

Cautions :

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1-When attempting to upload a file, if the file is completely empty, an error message will prompt you to try again .

2- When attempting to upload a file, it is necessary for the file to contain more than one row. The first row should serve as the header, and the subsequent rows should contain the data.

3- If the required fields are left empty, custom fields will not be created successfully. Additionally, an error message will be displayed in the response of the DataPreview .

4- If you wish to create options within a custom field, but the field type does not support options, you will receive an error message stating: 'Your custom field has been created, but the field type does not support options.

5- It is crucial to use commas (,) to separate your option values in the 'Options' column of your files. For example: 'value1, value2, value3'.

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