Auxiliary Field Management

This document provides information for system administrators to modify auxiliary field information. It is also available for download at the bottom.

Import Management

Auxiliary field drop-down list content is setup and modified via Import Management settings.

Navigation: Menu > Admin > Select Function > Import Management > Import Templates

Step 1: Select “Aux Fields” from the Template Type field.

Step 2: Download the Aux Field Template.

The following fields are required:

• Field Name
• Description

Step 3: Create/Save the Auxiliary Field data file.

Tips:

• • The Field Name value must match the Field Name value setup in the Workbench Page Configuration setting.
  • The Description values provide the drop-down list displayed options.
  • Auxiliary field drop-down list options are displayed in the same order as entered in the data file.
  • Description values can only be deactivated and not edited. To change an existing drop-down list option, import a new data file with the corresponding Description value for the field marked as Inactive in the Status field, then add a new Description value for the same field marked as Active in the Status field.
  • Each drop down value needs to be on a separate line in the template

Step 4: Select the import parameters and the Auxiliary Field data file.

Tips:

• • Select Update to update all matching auxiliary field records in the system with the data in the file. This will not affect records not included in the file.
  • Select Replace to replace all auxiliary field records with the data in the file.
  • Imported data files are processed nightly.

Step 5: Select Update to start the import process.