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      How to Import Custom Fields for Documents and Items Options

      TABLE OF CONTENTS

      How to Import the Custom Fields for Documents and Items Options

      1. Open the Configuration and go to the Custom Fields for Items or Documents tab.
      2. Choose an existing Custom Field or add a new one.
      3. Open the Custom Fields for Items or Documents editing page and press the Import Options button.



      4. On the Import Options page, Download the template file, fill it out, and Submit the redacted file.

      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 Template Correctly

      Fill out the template properly to maintain the hierarchy and the valid order of options during import.

      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 a hierarchy. You can create options with values from 1 to 5:
        • 1 — the main option
        • 2 — the sub-level of the main option
        • 3 — the sub-level of option with value 2
        • 4 — the sub-level of option with value 3
        • 5 — the sub-level of option with value 4.
      • Code (optional)
      • Name.


      Please note: Options must be added to the template in the same order you want them to be displayed in the Precoro Custom Fields for Items and Documents.

      Examples of Filled Templates

      Here is an example of how Custom Fields for Items options can be filled in the template:


      Option Level Code Name
      1   Marketing
      2 70010 Gifts to customers
      2 70035 Advertising
      3 60836 Facebook ads
      3 60974 Other online advertising
      1   Equipment
      2 71100 Hardware
      2 71375 Office Supplies 
      2 73020 Repairs and Maintenance

      Highlighted in italics is the Marketing CFI with its sub-levels, and highlighted in bold is the next Equipment CFI with its sub-levels accordingly.

      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”).


      This is how the template will look after the import:

      It is essential to keep order and hierarchy in the levels and sub-levels. 

      Here is an example of an incorrect template:


      Option Level Code Name
      1   Marketing
      3 70010 Gifts to customers
      3 70035 Advertising
      2 60836 Facebook ads
      2 60974 Other online advertising

       

      If we try to import such a template, we will get an error because there is no line with Option Level “2” before the lines with Option Level “3”. Hence, this file will fail to import.