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OnRequest™ Support: Importing Data

The Importing Data function is found under the Data pull-down menu

 

 

 

Steps to Import Data:

• Select Import Data, New from the Data pull-down menu
• Select a record from the Fields from Record window that contains the fields that will store the data you wish to import.
• Select the data fields from the record that will store the data you wish to import. Double click on each field to select it or highlight the field and click on the >> arrows to move to the Input File Layout. Match the input fields with the target fields you have chosen
• Use a Dummy target field if the import file contains fields that will not be imported
• After target fields and records are selected, indicate the Find field by highlighting it and clicking on the Find field radio button
• Select the Skip first input record if the input file contains column headers
• Select the Save button if you wish to add this import dialogue to the import data menu – recommended if you will perform this import multiple times or on other drawings
• Select the Update/Attach button if you are importing data into existing objects
• Select the Create Objects button if your data will create new objects and attach records to match the import file layout --- NOTE!!!! Create objects requires at least one field in the input file layout box for each record you want to attach to the new objects. This must at least include a field to be matched with the assignable ID field of the OnRequest™ ID record. It is not recommended to create objects without an OnRequest™ ID record attached.

 

 

 

 

 

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