Will an import fail if I need to update 2 differen...
# ask-stanley-ai
u
Will an import fail if I need to update 2 different SOs using 2 different custom forms?
c
AI generated answer (using internal Slack threads):
Based on the conversations, updating two different Sales Orders (SOs) using two different custom forms through an import will not inherently cause the import to fail. However, there are some considerations to keep in mind: 1. Form Selection: When updating custom records that have more than one custom form, you have to pick the form to do the import. This selection will overwrite the selected custom form for that record. 2. Data Separation: If you need to update all the records of one type and there are two different forms, you’ll have to do two CSV imports, one for each form. However, separating the data for the update into two files can be challenging without being able to tell which form each record is on. One workaround suggested is to create a transaction saved search and use Formula (Text) with the formula -> {customform} and then export the results out. 3. Field Considerations: Be cautious about making fields mandatory on one form, but not on others. This could cause problems. 4. Form Management: Having multiple forms can get messy and hard to maintain. It's recommended to consider other options like using a workflow to show/hide the proper fields at the proper time based on the record contents. 5. Form Copy: If you need to copy custom forms, fields, and data from production to a development account, you can use SuiteBundles or SuiteCloud Development Framework (SDF). For the data, you will need to extract then do a CSV import. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828359962
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813398242
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80629766
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