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?
Solved! Go to Solution.
Views
Replies
Total Likes
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
Views
Replies
Total Likes
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
Views
Replies
Total Likes
Thank you Kellie!
Views
Replies
Total Likes
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.
Views
Replies
Total Likes
Views
Likes
Replies