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Kickstart Templates

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Level 1

I need some guidance on how to use the kickstart template to maintain monthly updates to existing records; to append values over existing values for only 2 of the custom data fields added [YTD actuals] and [Month_End_NM] after each month end cycle. 

 

Help?

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Community Advisor

hi, here's some info about kickstarts:

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-star...

 

As you can see the limitation is that you are only able to use them to import new information, not update existing records. The latter can be easily accomplished through Fusion.

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Level 1

Thank you! Makes sense as to why I couldn't use it to manage existing records.