Hey friends. Am importing CSV data to update custom records. All the custom forms keep getting set to the preferred form even though "Store form with record" is ticked. Thoughts?
y
Yadigar
01/29/2019, 8:43 PM
Make sure that you select the relevant form once updating before the mapping stage
j
jen
01/29/2019, 9:44 PM
I need to update ~15k records that use a variety of forms though. And the CSV is being created using a saved search - and saved search cannot access {customform} from a Custom Record.
jen
01/29/2019, 9:45 PM
so even if I wanted to do a separate import for each form, I have no way of splitting up the CSV into records for each form.
y
Yadigar
01/30/2019, 10:03 AM
You're right, unfortunately you cannot add/find the form field at saved searches.