The Field Import source format, available in the Source Format Library, creates new fields but does not update existing fields. This source format is intended for very specific use, including institutions that have multiple instances of Slate that would like to copy fields created in one Slate instance to other Slate instances.
⭐ Best practice
Add fields individually in Database → Fields to be sure that all settings for fields are compatible. Use the Field Configuration Review tool in the Standard Query Library to manually review imported fields.
Download an example spreadsheet
There is an Excel spreadsheet with the accepted column headers attached to this article.
Columns and values
Please see the following table for column descriptions and value instructions:
Column | Description | Data Type | Option Values |
|---|---|---|---|
| Field ID | String (max: 32 characters) |
|
| Store multiple values | Bit |
|
| Prompt Key | String (max: 32 characters) |
|
| Store value or prompt ID | Bit |
|
| Field Name | String |
|
| Display Order | Integer |
|
| Dataset ID (for field scoped to a dataset) To locate the ID of a dataset: Click Database > Datasets > Select the appropriate dataset and copy the ID | Uniqueidentifier |
|
| Entity ID (for field scoped to an entity) | Uniqueidentifier | |
| Data Type | String (case-sensitive) | blank (null) = Text/Unspecified |
| Size | Integer |
|
| Active Status | Bit |
|
| Related Dataset ID | Uniqueidentifier |
|
| Format Mask | String (max: 16 characters) |
|
| Autosuggest | String (max: 32 characters) |
|
| Custom Tab | String (max: 32 characters) |
|
| Read Permission (ID of permission) | Uniqueidentifier |
|
| Write Permission (ID of permission) | Uniqueidentifier |
|
| Scope | String (case-sensitive) - The scope setting is case-sensitive - 'Application' must be listed in the spreadsheet as 'application.' | blank (null) = person or dataset |
| Group on tab (deprecated) | String (max: 32 characters) |
|
| Unsafe | Bit |
|
| Appendable | Bit |
|
| Unique for Merging | Bit |
|
| Ordered values | Bit |
|
| Category | String (max: 32 characters) |
|
Why weren’t any rows imported?
Once the import has completed, the Status will update to Completed. This source format is special and does not update person or dataset records. Therefore, the Rows Imported value will display 0. Rest assured that if the import's status is Completed, the data was updated, so be sure to check the fields to confirm the changes.