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Sarah_Hare
Level 2
April 3, 2017
해결됨

Boolean field value for list import

  • April 3, 2017
  • 4 답변들
  • 4795 조회

I have a Boolean field and am about to import a list of clients and ex-clients.

Can you please advise what value the excel/ csv needs to be so it marks the value of the boolean field true or false? Is a 1 and 0 right, or do I just add True (for current clients) and leave it blank for the ex-clients? The list only contains current and ex clients.

Thank you!

이 주제는 답변이 닫혔습니다.
최고의 답변: Darrell_Alfons2

You can use either 1 for true or the word "true".

I just use 1.

You don't really need to update the ex-clients to "0".

But when you use filters for reports etc, you should use Client is TRUE or Client IS NOT True.

I wouldn't really use Client IS false to target ex-clients.

4 답변

Darrell_Alfons2
Darrell_Alfons2답변
Level 10
April 3, 2017

You can use either 1 for true or the word "true".

I just use 1.

You don't really need to update the ex-clients to "0".

But when you use filters for reports etc, you should use Client is TRUE or Client IS NOT True.

I wouldn't really use Client IS false to target ex-clients.

Sarah_Hare작성자
Level 2
April 3, 2017

Thank you for your response.

Jessica_Kao3
Jessica_Kao3
Level 7
April 3, 2017

You might think about storing this data differently.

It might make more sense to store the data as a pick list.

Customer Type: (Choice)

Prospect

Client

Ex-Client

Sarah_Hare작성자
Level 2
April 3, 2017

Good point - thank you for your response.

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