I’m trying to use a CSV import to update fields on...
# csvimports
j
I’m trying to use a CSV import to update fields on sales orders. We have many custom forms. There are two fields that are new that i need to fill in values on for historical data. On the forms, the fields are disabled because nobody should ever be editing them directly. If I make them enabled on one custom form, and use that for the import, records on other forms (where the fields are still disabled) do not get updated, but there is also no error because I’ve ticked
Ignore Read-Only Fields
. Is there any way to set the values on these fields using CSV import without going into all the custom forms and un-disabling the fields? Note that I prefer to use CSV import as I want to be sure no scripts or workflows run as part of the update. The only values that should be modified are these two new fields.
j
use the access restrictions functionality on the custom fields instead?
i.e. enable it for admins and/or the roles you want to edit, but not others
j
I’m doing this as Admin….
I don’t want the scripts/wfs to run
and I don’t wanna make the fields editable by me either, bit annoying to have to configure that everywhere. We have ~50 forms….
j
you don't want them to be editable by you, but you do want to edit them?
j
I don’t want to edit them via UI
just via CSV
it’s a one time thing where I have to set the values for old data that didn’t have it set before. Moving forward, a WF will set it.
j
sorry crisis just arose, back in a while
b
you can use the standard form in the custom form choice. Standard form has all fields and as long as the field isn't disabled at the field setting level it will be available.
j
I think I didn’t explain well. The form I am selecting has the fields enabled. I do not get an error when importing. However, any records where the fields are disabled (because those records are on a different form that has the fields disabled) do NOT get updated. So I need to set the fields to enabled on ALL forms where I might have at least one record included in my import.
b
I still think that using the standard form will do what you want. I use it as a workaround to import all the time. Can you test with one record on the standard form? Use a record you know uses a form that has the field disabled.
j
Will try tonight, am 44% through a 10000 record import 😉