Has anyone ever imported data and did a bulk upload into WF to mimic a custom form?
I've created a new request queue/ custom form for a department that are shifting to WF but they want existing data to come across and be inputted into this request / custom form. Is it possible?
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you can use kickstarts to bulk import data but only for new objects but you can not update existing objects with a kickstart. By doing this it would ultimately fill out the custom forms upon creation if the kickstart is imported with that data.
Examples: create new requests or create a new project with a kickstart
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you can use kickstarts to bulk import data but only for new objects but you can not update existing objects with a kickstart. By doing this it would ultimately fill out the custom forms upon creation if the kickstart is imported with that data.
Examples: create new requests or create a new project with a kickstart
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Thank you Kellie!
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Do you have Fusion? You can create new project records from a csv file through Fusion to fill out all the metadata. It's like a kick start but if you have existing project records you can update those.
Otherwise a kickstart would be the best way.
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