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Grégoire_Miche2
Grégoire_Miche2
Level 10
May 3, 2016
New

Hide fields from the import wizard

  • May 3, 2016
  • 3 replies
  • 1188 views

Some fields have nothing to do in the import wizard mapping step. Because they are not allowed to be updated for business reasons, or even when there update is blocked on import. e.g.:

When the data schema has been significantly extended, the number of fields showing up in the wizard can be extremely long and the mapping process will end up being painful and error prone.

This idea would be that fields that are "blocked on import" should not show up in the lead import wizard field mapping step.

Alternatively, we could have a setting in the admin -> field management that would enable the admin to hide the field from the wizard.

-Greg

    3 replies

    A
    Anonymous
    May 3, 2016

    Good Idea :-)

    A
    Anonymous
    May 26, 2016

    I like the alternative idea...hiding blocked fields not so much. Blocked fields are only blocked if a) the lead exists in the database and b) there's a value in the field. When importing lists with new leads, or to add new data (that might be in blocked fields) I will want to be able to map the fields.

    If we had an import mode for "update only", hiding blocked fields would work nicely :-)

    K
    kh-lschutte
    February 6, 2020
    No text available
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