How to Import Custom Fields for Documents and Items Options
TABLE OF CONTENTS
- How to Import the Custom Fields for Documents and Items Options
- How to Fill Out the Templates Correctly
How to Import the Custom Fields for Documents and Items Options
- On the Configuration page, go to the Custom Fields for Items or Custom Fields for Documents tab.
- Choose an existing Custom Field or add a new one.
- You will see the Edit Custom Item (Document) Field page. Click Import Options.
- On the Import Options page, select if you want to import entirely new options or sub-options for an existing parent, Download the template, fill it out, and Submit the edited file. Please review the next section for tips on how to fill out the templates.
Please note that the default template structure must be strictly followed, and the file for upload should be in XLSX format.
How to Fill Out the Templates Correctly
Importing New Options
On the Import Options page, find the Import Custom Fields for Documents (Items) by field and select Import new options. When you press Download, you will get an XLSX file that looks like this.
You will find three columns in the downloaded template:
- Option Level — this is a level/sub-level of the option. It will help you import the list of options with the correct hierarchy. You can create options with levels from 1 to 5.
- Code (optional).
- Name.
Here’s how option levels are displayed in Precoro:
Please note: Add the options to the template in the same order you want them to be displayed in Precoro.
Level 1 is the highest in the hierarchy. To create a sub-option for any option, place it below the parent option and increase the level by one.
In this example, we have an option with two sub-options, one of which also has two sub-options.
Once you submit the template, this structure will be added to existing options (if any) and displayed in Precoro as follows:
You cannot submit a template if the levels are missing. For example, a file like this will fail to import.
Importing Sub-Options for an Existing Parent
On the Import Options page, find the Import Custom Fields for Documents (Items) by field and select Import Additional Options for an Existing Parent. When you press Download, you will get an XLSX file that looks like this.
In this template, the Parent option column is to be filled with either:
- an option already existing in Precoro;
- an option entered in this file.
An option with the specified Code and Name will be created as a sub-option of the parent option.
For instance, filling the template like this will add two sub-options (Recruitment and L&D) to an existing option (Human Resources) and one sub-option (Coaching) to the option added in the template (L&D).
Once you submit the template, this is how this structure will be displayed in Precoro: