Special Fields

The Import and Update program uses a variety of field types. Each field type features a unique format, functionality and requirements.

Picklist Fields

Picklist fields are made up of two fields. One field stores the Code *_CD and the other stores the Type *_TY. When mapping to these fields:

Linking\Associating Records

It is possible when importing to link\associate the imported records to other records in Lucity.

Document Linking Fields

The Import and Update program supports linking documents to records but will not upload them to the document hive. These documents already need to be in their final location before the Import is run. This final location does not have to be in the document hive, but the document server will need access to that location if those documents should be accessible to your web and mobile users.

Importing documents is done on the mapping tab using the DocumentPath and DocumentDescription properties in the Destination grid. You use these two fields to fill out the path to the document and the description that will be used in Lucity. If your import contains the path to the document in one field and the file name in another field you will need to use a formula to combine them into the DocumentPath property.

A reserved word automatically updates your import with a value set elsewhere. For documents there are several reserved words you can use to automatically fill out part of your document path.

Note: In all of these configurations all documents must be in the same location.

Create a folder within the document hive for your imported files.
- Example: \\ExampleServer\DocumentHive\Inventory\MSDSSheets\
Move the documents into this folder.
In the Import and Update tool edit your import configuration go to the Mapping tab and find the DocumentPath property.
Enter a formula to build your document path using the reserved word.
- Example: If your attached Filename is in the tenth cell of the import file the formula will look something like this: +'%DocumentServerHive%\Inventory\MSDSSheets\=A10'
- Result: \\ExampleServer\DocumentHive\Inventory\MSDSSheets\PipeCleanerspray.pdf
Save your changes.

Place your import data and documents in the location that they will be.
- Example: \ExampleServer\SewerImports2016\JuneImport
In the Import and Update tool set your data source for this import.
- Example: Data Source = \\ExampleServer\SewerImports2016\JuneImport\062016
- Note: It is highly suggested that you use UNC pathing for data source. This will make it more likely that other users will be able to access the data. If you use mapped letter drive pathing (ex D:/) then other users will need to have the exact same mapped letter drive to access the attached documents.
Go to the Mapping tab and find the DocumentPath property.
Enter a formula to build your document path using the reserved word.
- Example: If your attached Filename is in the tenth cell of the import file the formula will look something like this: +'%DataSourchPath%\images\=A10'
- Result: \\ExampleServer\SewerImports2016\JuneImport\images\SWP1056_06052016_1.jpg
Save your changes.

In the Import and Update tool go to the Mapping tab and find the DocumentPath property.
Enter a formula to build your document path using the reserved word.
- Example: If your attached Filename is in the tenth cell of the import file the formula will look something like this: +'%PromptforDocumentDirectory%\images\=A10'
Run the Import. You will be prompted for the location of your documents.
- Example: \\ExampleServer\SewerImports2016\JuneImport\images\
- Note: It is highly suggested that you use UNC pathing for data source. This will make it more likely that other users will be able to access the data. You can use mapped letter drive pathing (ex D:/) but then other users will need to have the exact same mapped letter drive to access the attached documents. This can be done by browsing via the Network section of the prompt.
After you select the document location the path will be calculated
- Result: \\ExampleServer\SewerImports2016\JuneImport\images\SWP1056_06052016_1.jpg
Save your changes.

Processing Fields

The import and update has the ability to track records processed and skip records. The following fields are special fields tied to those configurations.

%DocumentServerHive%	Automatically enters the path for the document server. This is taken from the Lucity Web > Admin Portal > Settings > System Settings > Documents > Path where uploaded documents are stored (Internal)(Document Hive) setting.
%DataSourcePath%	Automatically enters the path for your data source. This is useful when your data and images are stored together in the same location and will stay there.
%PromptForDocumentDirectory%	When a user begins an import they will be prompted the location of their documents.