Import or export options

This page describes how to import and export options into existing custom field.

When you configure Multilevel Select with many levels and options, don't lose this data; save it for later. Then, you have a ready-to-import file to speed up your work and eliminate tedious, manual typing.

Import values to Multilevel Select custom field

Steps 🐾

1. Create a custom field from the advanced library: Multilevel Select

2. Go to the context page and edit the custom field config.

3. Now, in the left corner, expand settings.

4. You can import values from CSV or JSON format.

5. Choose a file, and voilà 🎉

In the same way, you can also export your configuration to the CSV or JSON file.

How to prepare a file to import?

Accepted formats: .CSV and JSON

1. Prepare your file in columns. Below you can see the correctly prepared file where:

• Row 1: Add header for this table - headers for Levels are required; the rest is optional, but there you can put level names and descriptions, mark them as default, and enable field and option ID.

• Row 2-29: Options in hierarchical tree.

• Column H: Optional level name

• Column I: Optional description

• Column J: If the option is default (forms accepted: YES/NO, 0/1, yes/no, y/n, Y/N, Yes/No, True/False, TRUE/FALSE, true/false, T/F, t/f )

• Column K: If the option is enabled (forms accepted: YES/NO, 0/1, yes/no, y/n, Y/N, Yes/No, True/False, TRUE/FALSE, true/false, T/F, t/f )

• Column L: Option ID

This is an example of a correct file with a use case about Internal Service Catalog.

Download CSV to see how it should look like.

1KB

Service Catalog.csv

Level 1	Level 2	Level 3	Level 4	Level 5	Level 6	Level 7	Level name	Level description	Default	Enabled	Option ID
Technical Support							Service Categories	Choose a service		YES
	Hardware Issues						Technical support			YES
		Laptops					Hardware Issues		YES	YES
		Desktops					Hardware Issues			YES
	Software Issues						Technical support			YES
		Apps Error					Software Issues			YES
			App XYZ				Apps		YES	YES
				Crashes			App XYZ			YES
				Features			App XYZ			YES
				Slow performance			App XYZ			YES
			App ABC				Apps			YES
				Crashes			App ABC			YES
				Features			App ABC			YES
				Slow performance			App ABC			YES
Project Management							Service Categories	Choose a service		YES
	Project planning						Project Management			YES
		Requirements Gathering					Type			YES
		Resource Allocation					Type			YES
	Project Closure						Project Management			YES
		Deliverable Handover					Project Closure			YES
		Post-Implementation Review					Project Closure			YES
Development Services							Service Categories	Choose a service		YES
	Web Development						Development Services			YES
		Frontend Development					Web Development			YES
		Backend Development					Web Development			YES
	Mobile App Development						Development Services			YES
		iOS Development					Mobile App Development			YES
		Android Development					Mobile App Development			YES

1. Next, export this file to CSV format (.csv), and ensure the separator is comma.

2. Import file in Multilevel Select configuration.

3. The levels and options will be automatically loaded if the file is corrected. If not, there will be a list of errors that make it easier to track mistakes.

4. Export is to the same format.

The separator in .csv must be a comma.

JSON format

For this kind of format, use JSON writer tools and prepare the file as the code below:

{
   "version":"1.0.0",
   "firstLevel":{
      "options":[
         {
            "value":"Technical Support",
            "id":"",
            "isDefault":false,
            "isEnabled":true,
            "nestedLevel":{
               "options":[
                  {
                     "value":"Hardware Issues",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Laptops",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Desktops",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  },
                  {
                     "value":"Software Issues",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Apps Error",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true,
                              "nestedLevel":{
                                 "options":[
                                    {
                                       "value":"App XYZ",
                                       "id":"",
                                       "isDefault":false,
                                       "isEnabled":true,
                                       "nestedLevel":{
                                          "options":[
                                             {
                                                "value":"Crashes",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             },
                                             {
                                                "value":"Features",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             },
                                             {
                                                "value":"Slow performance",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             }
                                          ]
                                       }
                                    },
                                    {
                                       "value":"App ABC",
                                       "id":"",
                                       "isDefault":false,
                                       "isEnabled":true,
                                       "nestedLevel":{
                                          "options":[
                                             {
                                                "value":"Crashes",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             },
                                             {
                                                "value":"Features",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             },
                                             {
                                                "value":"Slow performance",
                                                "id":"",
                                                "isDefault":false,
                                                "isEnabled":true
                                             }
                                          ]
                                       }
                                    }
                                 ]
                              }
                           },
                           {
                              "value":"Software Installation",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  },
                  {
                     "value":"Network Issues",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Connectivity Problems",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"VPN Setup",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  }
               ]
            }
         },
         {
            "value":"Project Management",
            "id":"",
            "isDefault":false,
            "isEnabled":true,
            "nestedLevel":{
               "options":[
                  {
                     "value":"Project planning",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Requirements Gathering",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Resource Allocation",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  },
                  {
                     "value":"Execution and Monitoring",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Task Tracking",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Status Reporting",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  },
                  {
                     "value":"Project Closure",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Deliverable Handover",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Post-Implementation Review",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  }
               ]
            }
         },
         {
            "value":"Development Services",
            "id":"",
            "isDefault":false,
            "isEnabled":true,
            "nestedLevel":{
               "options":[
                  {
                     "value":"Web Development",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"Frontend Development",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Backend Development",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  },
                  {
                     "value":"Mobile App Development",
                     "id":"",
                     "isDefault":false,
                     "isEnabled":true,
                     "nestedLevel":{
                        "options":[
                           {
                              "value":"iOS Development",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           },
                           {
                              "value":"Android Development",
                              "id":"",
                              "isDefault":false,
                              "isEnabled":true
                           }
                        ]
                     }
                  }
               ]
            }
         }
      ]
   }
}