Skip to main content
Open

Ability to preconfigure import/export/mass update settings

Related products:Software FactoryWindows GUIUniversal GUIIndicium Service Tier
htimmermans
K.Bakkenes
Jeroen van den Belt
Harm Horstman
+37
  • htimmermans
    htimmermans
  • Andre te Raa
  • K.Bakkenes
    K.Bakkenes
  • Jeroen van den Belt
    Jeroen van den Belt
  • Harm Horstman
    Harm Horstman
  • Eric Franken
    Eric Franken
  • Edwin Saan
  • Maurice Liebregt
  • Michael
    Michael
  • Mark Jongeling
    Mark Jongeling
  • Harold
    Harold
  • Jaap van Beusekom
    Jaap van Beusekom
  • René W
  • Geurt
    Geurt
  • jjong
  • eurban
    eurban
  • Boudewijn
  • Joost van Lier
    Joost van Lier
  • Rony
  • Frank Junger
  • Ricky
    Ricky
  • Remco Kort
    Remco Kort
  • PatrickW
  • Sandro Burger
  • mperrott
    mperrott
  • Rick
  • Kasper Reijnders
    Kasper Reijnders
  • Kevin Rosink
    Kevin Rosink
  • Allard Lakerveld
  • Remco Duijsens
    Remco Duijsens
  • Marius Korff
    Marius Korff
  • rbiram
    rbiram
  • FleetcareXL
    FleetcareXL
  • Tristan
  • Eric Franken Nproxx
    Eric Franken Nproxx
  • Eric
    Eric
  • SanderAdam
    SanderAdam
  • Daan Heemskerk
  • NickJanssen
    NickJanssen
  • Eric F
    Eric F
  • elco_nimble
  • Ionut
    Ionut

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. 

Did this topic help you find an answer to your question?

14 replies

Forum|alt.badge.img+15
  • Superhero
  • 196 replies
  • September 29, 2020

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.


Jasper
Superhero
  • 678 replies
  • October 30, 2020
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Jasper
Superhero
  • 678 replies
  • October 30, 2020
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Jasper
Superhero
  • 678 replies
  • October 30, 2020
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Jeroen van den Belt
Administrator
Forum|alt.badge.img+9
Updated idea status OpenOn the backlog

Jeroen van den Belt
Administrator
Forum|alt.badge.img+9
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Forum|alt.badge.img+15
  • Superhero
  • 196 replies
  • March 17, 2021

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)

 


Mark Jongeling
Administrator
Forum|alt.badge.img+23
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Mark Jongeling
Administrator
Forum|alt.badge.img+23
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Forum|alt.badge.img+14

I would also like to be able to limit the columns for a mass update.  


Mark Jongeling
Administrator
Forum|alt.badge.img+23
  • Administrator
  • 3945 replies
  • September 16, 2024
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Mark Jongeling
Administrator
Forum|alt.badge.img+23
  • Administrator
  • 3945 replies
  • November 15, 2024
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Arie V
Community Manager
Forum|alt.badge.img+12
  • Community Manager
  • 1032 replies
  • January 2, 2025
On the backlogOpen

Arie V
Community Manager
Forum|alt.badge.img+12
  • Community Manager
  • 1032 replies
  • January 2, 2025

Status updated to better reflect the Status of the Idea with the clarified Statuses as explained in the Reply here: What happens to your ideas? (updated as per november 2024) | Thinkwise Community


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings