Import or export options
This page describes how to import and export options into existing custom field.
Last updated
This page describes how to import and export options into existing custom field.
Last updated
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.
Steps 🐾
Create a custom field from the advanced library: Multilevel Select
Go to the context page and edit the custom field config.
Now, in the left corner, expand settings.
You can import values from CSV or JSON format.
Choose a file, and voilà 🎉
In the same way, you can also export your configuration to the CSV or JSON file.
Accepted formats: .CSV and JSON
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.
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
Next, export this file to CSV format (.csv), and ensure the separator is comma.
Import file in Multilevel Select configuration.
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.
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:
