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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Ok, another newguy simple question. I am creating two solutions to be used by two different sets of people. One solution will be used by my customers' sales people and the other solution will be used by their sales Manager. What I am doing is attempting to "flat file" the sales person information, and e-mail it to the sales manager. when the sales manager receives the e-mail they can "import" the information into their solution. It is easy information like "salesperson","Project","projectValue","closedate" kindof stuff.

The problem I'm having is that the sales manager doesn't need to see the import dialog I.E. map fields. I want to do this in a script and just import it and go. The problem I'm having is that when I do an import and choose "no dialog", the "update matching records in current found set" and "add remaining records" checkbox does not stay and therefor the managers data does not update correctly. Is there a way that I can script this whole mess? Sorry for the book here. Thanks.

Posted

Sure

You can memorize the Import parameters using the Restore option of the Import step

Run an import using the desired parameters, create a script with the Import step, check the "Restore Import order" option and the import criteria will be memorized in the script

Posted

That was way too easy. Sorry for making you type out such an easy thing. But Thankyou anyway. I promise to have a harder one next time.

This topic is 7859 days old. Please don't post here. Open a new topic instead.

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