How Do I Import A New Custom Field?

You can import custom field values for the drop-down menu, and the drop-down tree custom fields.  This can be down through an .xls or .xlsx file.

 

You can find this capability in the "Import" section of your workspace folder. 

 

To import a file you select the "Excel Import" button (Patsnap data OR External data will work), and select your Excel file.

For the import to work, it needs to match a certain format.  For the drop-down-menu, each individual value needs to be in its own cell in a column.  There is a tooltip under the import area that will show the layout needed.

 

Please make sure to check the import templates found under every version of import so you can copy style of import to make sure that it will be imported saemlessly:

 

 

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