15Import Data with Custom Fields

This chapter contains the following:

Setup Overview

If you need to import custom fields, this chapter is for you. You learn how to modify both the import macro and the relevant UI, so you're ready to import a custom field. The example here shows you how to create a custom account field, called Customer Rating, as an example. Salespeople use the field to rate their accounts as Low, Medium, or High. You can use similar steps to modify any of the macros provided by Oracle.

This chapter builds on what you already learned in the previous chapter. Here's an overview:

Step Description Navigation Where to Get More Details

1.

Use Application Composer to create the custom field.

This chapter

Navigator > Configuration > Sandboxes

Navigator > Configuration > Application Composer

See the topic: Create a Custom Field

2.

In Application Composer, add the field to the appropriate UIs. After testing your changes, publish the sandbox to make the change permanent.

Navigator > Configuration > Application Composer

Navigator > Configuration > Sandboxes

See the topic: Add the Custom Field to Page Layouts

3.

If you created a custom field, you must enable it for import by opening the Import and Export section of Application Composer and clicking Generate.

Navigator > Configuration > Application Composer

See the topic: Enable the Custom Field for Import

4.

Add the field to the account import macro and import your data.

If the field is validated by a lookup, then you must import the lookup Code rather than the Meaning (the value displayed in the UI).

Complete this step in the import macro

See the topic: Add the Field to the Account Import Macro and Import Your Data

Create the Custom Field and Expose It in the UI

Create a Custom Field

Here's an example of how to create a custom field.

  1. Create and enter a sandbox with the Application Composer tool enabled:

    1. In the Navigator, click Configuration > Sandboxes.

    2. Click Create Sandbox.

    3. Enter a sandbox name.

    4. Select Active for the Application Composer tool.

    5. Click Create and Enter.

    6. From the sandbox Tools menu, select Application Composer to enter the tool.

  2. In the left pane of the Application Composer window, search for the Account object (callout 1 in the screenshot) and expand it (callout 2).

    Screenshot of a portion of the Application Composer
window. Callouts highlight the locations of the Search field, the
Expand icon, the Fields icon, and the Create a Custom Field icon.
  3. Click Fields (callout 3).

  4. In the Custom tab, click the Create a custom field icon (callout 4).

  5. In the Select Field Type window, select the type of field you want to create. For Customer Rating, select Choice List (Fixed) and click OK.

  6. In the Display Label field, enter the prompt users see: Customer Rating.

    The application automatically populates the Name field with your entry without spaces (CustomerRating). You need to remember this technical name to add the field to the macro.

  7. For Customer Rating, select the Single Select Choice List option. Users can only enter one rating for each account.

  8. Now create the list. In the List of Values section, click the Create a New Lookup Type icon.

  9. In the Create Lookup Type page, Meaning field, enter a name for your lookup. The name isn't seen by users but must be unique in the application.

    In our example, Vision enters Vision Sales Customer Ratings.

  10. In the Lookup Type field, enter a name in capital letters. You can use underlines but no spaces. For example, enter VISION_CUSTOMER_RATINGS.

  11. Add the values in the Lookup Codes section:

    1. Click the Create Lookup Code icon.

    2. Enter the value salespeople see in the Meaning field.

    3. Enter the Lookup Code in capital letters. You can use underlines but no spaces. This is the value you use in the import file.

    4. Enter a number to indicate the display sequence in the list.

    Here are the values for the Customer Ratings lookup:

    Meaning Lookup Code Display Sequence

    High

    HIGH

    1

    Medium

    MEDIUM

    2

    Low

    LOW

    3

  12. Click Save.

  13. Because salespeople may not know the customer rating for every customer, do not enter a default value. This permits a blank value for the field.

  14. Click Save and Close.

    Your new field displays in the Custom tab in the right pane. You're now ready to add the field to the UI.

Add the Custom Field to the Page Layouts

Here's how to add the custom field you created, or any other field for that matter, to the Account pages.

  1. With the Account object selected in Application Composer, click Pages.

  2. Expose the custom field on the pages where you need it. In this example, you add it to the Account landing page, the Create Account page, and the Edit Account page (called "Details" page in Application Composer).

    Note: If you want the custom field to display in Workspace search results, then you must edit the individual saved searches to add the field as a column. Workspace saved searches determine what information gets displayed in search results. You can't use Application Composer to add the field to the Workspace UI.
    1. Locate the page.

    2. Click Duplicate.

    3. In the Duplicate Layout window, enter a new name for your layout or just click Save and Edit.

    4. On the Layout page, click Edit.

    5. Scroll down in the Available Fields column to locate the custom field and move it to the Selected Fields column.

    6. Use the arrow buttons to move the field where you want it

    7. Click Save and Close.

      You are returned to the Layout page, which reflects your changes.

    8. Click Done.

      You are returned to the Application Composer page.

  3. Review the pages where you added the field:

    1. With the sandbox still open, click Home to return to the springboard.

    2. Open the Account work area.

    3. Review each of the pages to make sure the field is where you want it and works the way you want.

  4. You are ready to publish the sandbox.

Publish the Sandbox

Your changes look great, so you're ready to roll them out into the application by publishing your sandbox. Here's how.

  1. Click Navigator > Configuration > Sandboxes.

  2. On the Sandboxes page, click the name of the sandbox.

  3. Click Publish.

  4. Click Continue to publish.

  5. When the sandbox completes publishing, click Done.

Enable the Custom Field for Import

Here's how to enable the custom field you created for import.

  1. Open Application Composer in a sandbox-free session.

  2. Click Import and Export.

  3. On the Import and Export page, click Generate.

    The application launches a process to create the import and export artifacts for any custom fields.

  4. The custom field is ready for import after the process completes. You can click Refresh under the Status heading to see the latest status.

Add the Field to the Account Import Macro and Import Your Data

Here's how to add the custom field to the account import macro.

  1. Open the Account Import Macro.

  2. If you receive a security warning that macros have been disabled, you must enable macros by clicking Enable Content.

  3. Select the Attributes Mapping worksheet.

  4. Click Fetch Attributes from Server.

  5. If requested, sign in.

  6. In an empty row, select the attribute you are adding from the Attribute Name list.

    In our example, you select CustomerRating (the technical name of the field you created).

    You can only add attributes at the end of the list and you can't modify the order of the existing attributes in the macro.

  7. Enter a name in the Column Header column. Your entry appears as the column name in the Account worksheet.

  8. Click Update Headers.

  9. Enter your data on the Account worksheet and import. The process is the same as for the macro without any additional fields. There's no validation in the macro for the custom field, so the values you enter must match the custom field you created. In our example, the Customer Rating field is a fixed-choice list field with three values: Low, Medium, and High. The values come from a lookup type. Each value in the lookup type includes a Meaning (what's displayed in the UI) and a unique Code for each value. If your field is validated by a lookup, make sure you enter the value in the Code field for import. Here are the values for Customer Rating:

    Code Meaning

    LOW

    Low

    MEDIUM

    Medium

    HIGH

    High

    In your import file, you can enter three values for Customer Rating: LOW, MEDIUM, and HIGH.