- 17 Mar 2025
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Batch Create Fields - Field Import Source Format
- Updated 17 Mar 2025
- 2 minute read
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The Field Import source format, available in the Source Format Library, will create new fields, but it will not update existing fields. The Field Import source format has been made available for limited use cases, 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 using the Fields Database Tool to be sure that all settings for fields are compatible. The Field Configuration Review tool in the Standard Query Library can be used to manually review imported fields.
📂 Download an example spreadsheet
There is an Excel spreadsheet with the accepted column headers attached to this article.
Please see the following table for column descriptions and value instructions:
Column | Description | Data Type | Option Values |
---|---|---|---|
id | Field ID | String (max: 32 characters) |
|
multiple | Store multiple values | Bit | 1 = Multiple Values |
prompt | Prompt Key | String (max: 32 characters) |
|
value | Store value or prompt ID | Bit | 0 = Store Prompt ID |
name | Field Name | String |
|
order | Display Order | Integer |
|
dataset | 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 | Entity ID (for field scoped to an entity) | Uniqueidentifier | |
type | Data Type | String (case-sensitive) | blank (null) = Text/Unspecified |
length | Size | Integer |
|
active | Active Status | Bit | 1 = Active |
rel_dataset | Related Dataset ID | Uniqueidentifier |
|
mask | Format Mask | String (max: 16 characters) |
|
suggest | Autosuggest | String (max: 32 characters) |
|
tab | Custom Tab | String (max: 32 characters) |
|
right_read | Read Permission (ID of permission) | Uniqueidentifier |
|
right_write | Write Permission (ID of permission) | Uniqueidentifier |
|
scope | 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 | Group on tab (deprecated) | String (max: 32 characters) |
|
unsafe | Unsafe | Bit | 1 = Unsafe |
appendable | Appendable | Bit | 1 = Append to existing values upon form submission or dataset import |
unique | Unique for Merging | Bit | 1 = Value contains a unique ID which identifies a single record for merging |
ordered | Ordered values | Bit | 1 = Ordered values |
category | Category | String (max: 32 characters) |
|
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.