Please note that the structure of a template must be strictly followed.
To import Documents/Products Custom Field options:
- First, open Configuration and go to the Products/Documents Custom Field tab.
- Choose an existing Custom Field or add a new one.
- Go to the Products/Documents Custom Field editing page and press "Import Options.
To preserve the hierarchy and correct order of options while import, you need to fill in the template correctly.
There are three columns in the downloaded template:
Please note: Options must be added to the template in the same order they should be displayed in your Products/Documents Custom Field.
How it works:
Here is an example of how Products Custom Field options (Cost Centers) can be recorded to the template:
What is highlighted in green is one Cost Center "Marketing" with sub-levels, and what is highlighted in blue — is the next Cost Center "Equipment" with sub-levels.
At the same time, those with Option Level '3' ("Other online advertising" and "Facebook ads") are tied to the last one with Option Level '2' ("Advertising").
How this template will look like after import:
It is essential to keep the order and hierarchy in the levels and sub-levels.
Let's look at the example of an incorrect template:
If we try to import such a template, we will get an error since there is no line with Option Level '2' before the lines with Option Level '3'. So this file will be failed to import.