When screens are configured for import, the default Import functionality is in most instances used in the same manner between different imports (and in many cases the import Excels follow a predefined format).
As a result end users often find setting up the options on the “Select location of column names and data” part of the import wizard somewhat complex and cumbersome.
If the options under “Headers” and “Data” could be preconfigured on subject level in the SF model + an option to skip the entire “Select location of column names and data” (for cases where only one worksheet is used in the import Excel and no data selection is necessary) could be made available, this would make the import easier and quicker to use.
Ability to preconfigure import/export/mass update settings
Software Factory
Windows GUI
Universal GUI
Indicium Service Tier
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Maybe a bit similar to
?
As far we can notice end users don't understand the concept of ID's / translations, way to difficult. Should be translations by default, and for the advanced users ID's could be used.
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
I've received some feedback from end users not understanding the whole “ID” concept. It's very difficult to explain and actually, they don't need it at all. It's more of an advanced feature.
Is it possible to hide the “ID's” at all? In both import and export? This could be an user setting in IAM (under UP Availability for example)
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
I would also like to be able to limit the columns for a mass update.