Hey friends. Am importing CSV data to update cust...
# csvimports
j
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
Make sure that you select the relevant form once updating before the mapping stage
j
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.
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
You're right, unfortunately you cannot add/find the form field at saved searches.