Questions and answers

Required fields

Template fields are needed by CSVI to know which fields you want to import/export.

To start adding fields to your template go to Templates -> Template fields and you will see:

Template fields list

There are 2 ways to add fields:

  • Use the New button
  • Quick Add button

New button

After clicking the New button you will get a new screen to add your field. The screen you will see depends on your template.

Import field

An import template will show this screen:

Template field new

Import fields

  • Field name
    Select the field that CSVI knows. A full list of fields can be found on the Available Fields page.
  • Your field
    CSVWhen using CSV files with fields you want to combine, set the Field name to combine and in Your field enter the name of the field in your CSV file.XMLEnter the full XML node path where the data is to be found. Unsure which path to use, use the Analyzer to see how CSVI reads your XML file.
  • Default value
    Enter a default value.This value will be used when the field in the import file is empty.
  • Rules
    Choose the rules to apply to the field.
  • Ordering
    Enter the order the field should be in.

An export template will show this screen:

Template field export new

 Export fields

  • Field name
    Select the field that CSVI knows. A full list of fields can be found on the Available Fields page.
  • Column header
    Enter a custom column header. This header will be used instead of the field name.
  • Default value
    Enter a default value. This value will be used if the export finds no value in the database.
  • Rules
    Choose the rules to apply to the field.
  • Use CDATA tag
    Only used for XML. Set this to yes if your field requires CDATA tags in the XML output file.
  • Ordering
    Enter the order the field should be in.
  • Enabled
    Set if the field should be exported. If you are combining fields, set this to No to prevent this field from being added to the export file. The field will still be used for the rule operations.

After you have filled in all the fields click on one of the Save buttons to store the field. You can add as many fields as you need.

Quick Add

The Quick Add button can be used to quickly add multiple fields to your template.

Template fields Quick Add

You can select one ore more fields form the list and then click the Add fields button. At first only the Cancel button is visible, the other buttons will appear as soon as a field is selected. The search box at the top will filter the list of fields, this will help to locate fields faster when you have a long list. Previous selected fields will not be lost, they are just hidden while you search.

If you want to edit one of the fields after they have been added, you can either click on the field name or on tick the box and click on the Edit button in the toolbar.

Last Updated: Sunday, 23 August 2015 17:16

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