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

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!

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.

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.

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 :(