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Create a new action only if field=yes on import

Hi folks,

 

Is there a way whereby I can get import-o-matic to create a new action only if an import flag field = "Yes" and do nothing if the field is No or blank?

 

I was trying to do this with dictionaries and creating exceptions (skiprow in dictionaries), however the behaviour that I see comes down to:

Creating an action for No/Blank and Yes, or

Excepting the entire row and all data for a No

 

Is there a way to get IOM to just ignore a field in a row if it is blank?

 

Note: I'm heavily using default sets for this, do I need to remove the action default set and program in each thing using virtual fields?

 

Thanks in advance

Rob


I just tested out my Action Type theory and it seems to not work.

 

I'm not sure how to do it (other than a customization) in that case :(

I just remembered that this might be accomplished through List Management if you have that module for IOM. You could make a task set to add the action.
Just posting as a followup -

No, we do not have the List Management functionality.

I ended up solving the problem by creating secondary templates to our main one to handle the actions arising from the main import; so instead of 1 template trying to do everything, we're now using 3 templates (Main, First 'Yes' = Action, else skip, Second 'Yes' = Proposal, else skip) Not as streamlined as I would have hoped, but functional.

Hi Rob,

 

I've done something similar in one of my imports. However I am not using default sets for my actions, I have virtual fields in my profile for all the action fields. This would add an action to all rows but I've added in some code like this:

 

        If Import.Fields.GetByExcelName("X").Value = "FALSE" Then

        Import.Fields.GetByExcelName("BW").Value = ""

        Import.Fields.GetByExcelName("BX").Value = ""

        Import.Fields.GetByExcelName("BY").Value = ""

        Import.Fields.GetByExcelName("BZ").Value = ""

        Import.Fields.GetByExcelName("CA").Value = ""

        Import.Fields.GetByExcelName("CB").Value = ""

        Import.Fields.GetByExcelName("CC").Value = ""

        Import.Fields.GetByExcelName("CD").Value = ""

        Import.Fields.GetByExcelName("CE").Value = ""

        Import.Fields.GetByExcelName("CF").Value = ""

        End If

 

So column X is where my True/False is, which I'm using to determine whether or not I want an action added. So in your case, replace the 'X' with the column your Yes/No is in, and change "FALSE" to "No".

 

Columns BW - CF are all my action fields (Category, Type, Date, Completed, etc.) and I'm blanking them all out if the value in column X is FALSE. As a result, no action is added. But an action is still added if column X is not "FALSE".

 

Hope this makes sense and helps you!

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