Import File Dashboard

There are several new dimensions and filters in our ImportFile Dashboard Screen.  Here is a breakdown of them.  You can get to this dropdown list by clicking on the ellipses on the left panel.  Selecting top items is the over all dimension while the bottom items can be multi checked to narrow the templates that you want to search.


Dimensions
By Company 
This dimension will restrict the ImportFileTemplates to just ones that are associated with Organizations
By Template
        This will restrict the list to just ImportFileTemplates
By Type
        This will restrict the list by ImportFileTemplate Types.
By Applies To
        This restricts the list to the ImportFileTemplate Applies To field
By Status
        This restricts the list to the ImportFileTemplate Status
By Setup
        Use this if you show ImportFileTemplates that are new and don't have any imported files yet.  Do not have any filters checked in order for this to work.
By Label
        This will restrict the list to labelled ImprotFileTemplates

Filters
All of these can be found as snippets of sql that are in the ImportFileTemplate config page under the tab Filters

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Chad Boyer,
Jan 11, 2018, 12:24 PM
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