UDFs tab - Import Options dialog box

Use this tab to use, remove, or rename user defined fields present in the XML file.

Basic Action section:

User Defined Fields: Determines how user defined fields are imported.

Insert New: Retains data in the existing project and adds any new data items.

Keep Existing: Retains data in the existing project and does not overwrite it with the updated data or adds new data if the record does not exist and you have the appropriate security privileges.

Update Existing: Overwrites data in the existing project with updated data and adds new data if the record does not exist.

Do Not Import: Retains data in the existing project and does not import the updated data.

Advanced Actions section:

Select subject area: Determines the area of the product for which you want to define UDFs.

Name: Displays the name of the UDF in hierarchical form grouped by New and Saved. Data that is new in the XML file will appear under New and data already saved in an the existing template will appear under Saved.

Data Type: Displays the data type of a UDF.

Action: Determines if the UDF is used or removed.

New Name: The new name for the UDF.



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Last Published Thursday, January 12, 2023