A client needs to generate a sales report by county for a particular state. We created an Optional Field, which will be a validated Finder field.

There are many counties in the state. Is there a way to import the list of county names from Excel into the values table? Or do we have to enter them one-by-one.

They have multiple datasets - does the list have to be populated for each dataset, or is once enough?

Thanks

Steve

Hi Steve,

To import a table of Optional Field values:

1. Add the Optional Field and enable the "Add on the fly" option.
2. Format the Excel spreadsheet with the different values and a single customer code.
3. Create an Import Template that has the customer code and optional field.
4. Import the table. The Optional Values will be added to the file.

If you don't want people to be able to add to the list, then disable the "add on the fly" option.