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AndyKent
AndyKent
August 1, 2023
Solved

Mapping existing values using a kick start

  • August 1, 2023
  • 2 replies
  • 1156 views

Hi all,

Does anyone know how to map existing values (from a Smartsheet export) to a Workfront project/custom data kick start doc?

I can get the projects (800+) to create with the custom form attached but can't see how the values of those custom fields on the form can be mapped/imported also. Is this possible outside of using Fusion?

Any ideas?


Thanks!

Best answer by Kurt_Jones

Custom fields won't show in the kickstart, you simply add them after the last the last header. Below is sample of one I've used to upload users.  The CategoryID field is the ID of your custom form.  The last couple columns are the custom fields I have on the form as they start with DE:, you don't need to use set before that but you can.

 

 

 

2 replies

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
August 1, 2023

Are these pre-defined values? like from a dropdown? If so, they have to be added to the form in a separate import to make them available. I do not know how to "auto-fill" an attached form from a kickstart though. Hopefully someone with that knowlege can chime in.

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
August 1, 2023

So your custom form can be attached to your project, and the fields that form needs are already on the form, you just need to fill in those fields...?

where your native fields in the kick-start have column headers like: setPlannedStartDate

your custom fields need the "DE:" in your column headers, such as: setDE:Custom Field Name

 

    AndyKent
    AndyKentAuthor
    August 1, 2023

    Thanks Heather, I'm looking for the specific tab in the kick start import but can't see it. Where do I put setDE:Custom Field Name?

    Kurt_Jones
    Community Advisor
    Kurt_JonesCommunity AdvisorAccepted solution
    Community Advisor
    August 1, 2023

    Custom fields won't show in the kickstart, you simply add them after the last the last header. Below is sample of one I've used to upload users.  The CategoryID field is the ID of your custom form.  The last couple columns are the custom fields I have on the form as they start with DE:, you don't need to use set before that but you can.

     

     

     

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