Hi guys, I'm trying to create a sales order by importing csv. there is a customized record field where you can select identification numbers. And there is a text area field which corresponds to the number you selected above. So, how can I import a csv file that allows you to add the identification number and the text and all the other information about the sales order..? when I tried to just add 'identification number' and 'text' I got ' invalid reference key' error.

I’m guessing the identification number is a list/record field In this case you need to provide the “name” of the record as an exact character match to the records in the list Or you have to reference the internal ID of the record Also the identification numbers need to exist in the list before you can select them on the transaction

Yes, the identification number is a list/record field. I'm trying to add a new identification number and the comment. is it not possible?

No you cannot add new identification number while simultaneously creating sales orders You can do this as two separate imports though First use an import to create the identification numbers Then a second one to create the sales orders while assigning the number you created in the first import

Thank you so much !! hmm,, So I need two steps 1. import to the custom record (identification No.) 2. import to the sales order.... there's no other way to achieve this with just one step I guess..

You could add a new custom field to the SO that is a free text field called (Id number import, or something) Then import your ID number into that field Then make a workflow and use the create record action to make a new instance of your custom record setting the name of the record to equal your new id number import field Then store into your original identification number field

is it possible to create the text(one that corresponds to the ID number) by creating another field ( text import) and workflow as well??

I’m not following how the two are related but yea this is most likely possible Are you saying your ID record has a text area field on it that then gets sourced into a text field on the SO when you select the right ID number? If so then set your text area field on the SO via cav import and add into your create record action to set the text area field on your custom record to the text area field you imported

Hi, MGBC sorry I was in a meeting but I tried to make a WF and have some questions!! I sent u msgs. thanks