Import or export options
When you configure Multilevel Select with many levels and options, don’t lose this data; save it for later. Then, you have a ready-to-import file to speed up your work and eliminate tedious, manual typing.
Import values to Multilevel Select custom field
Steps
- Create a custom field from the advanced library: Multilevel Select
- Go to the context page and edit the custom field config.
- Now, in the left corner, expand settings.
- You can import values from CSV or JSON format.
- Choose a file, and voilà.
Info
In the same way, you can also export your configuration to the CSV or JSON file.
How to prepare a file to import?
Accepted formats: .CSV and JSON
- Prepare your file in columns. Below you can see the correctly prepared file where:
- Row 1: Add header for this table - headers for Levels are required; the rest is optional, but there you can put level names and descriptions, mark them as default, and enable field and option ID.
- Row 2-29: Options in hierarchical tree.
- Column H: Optional level name
- Column I: Optional description
- Column J: If the option is default (forms accepted: YES/NO, 0/1, yes/no, y/n, Y/N, Yes/No, True/False, TRUE/FALSE, true/false, T/F, t/f )
- Column K: If the option is enabled (forms accepted: YES/NO, 0/1, yes/no, y/n, Y/N, Yes/No, True/False, TRUE/FALSE, true/false, T/F, t/f )
- Column L: Option ID
This is an example of a correct file with a use case about Internal Service Catalog.
Click to download CSV to see how it should look like.
| Level 1 | Level 2 | Level 3 | Level 4 | Level 5 | Level 6 | Level 7 | Level name | Level description | Default | Enabled | Option ID |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Technical Support | Service Categories | Choose a service | YES | ||||||||
| Hardware Issues | Technical support | YES | |||||||||
| Laptops | Hardware Issues | YES | YES | ||||||||
| Desktops | Hardware Issues | YES | |||||||||
| Software Issues | Technical support | YES | |||||||||
| Apps Error | Software Issues | YES | |||||||||
| App XYZ | Apps | YES | YES | ||||||||
| Crashes | App XYZ | YES | |||||||||
| Features | App XYZ | YES | |||||||||
| Slow performance | App XYZ | YES | |||||||||
| App ABC | Apps | YES | |||||||||
| Crashes | App ABC | YES | |||||||||
| Features | App ABC | YES | |||||||||
| Slow performance | App ABC | YES | |||||||||
| Project Management | Service Categories | Choose a service | YES | ||||||||
| Project planning | Project Management | YES | |||||||||
| Requirements Gathering | Type | YES | |||||||||
| Resource Allocation | Type | YES | |||||||||
| Project Closure | Project Management | YES | |||||||||
| Deliverable Handover | Project Closure | YES | |||||||||
| Post-Implementation Review | Project Closure | YES | |||||||||
| Development Services | Service Categories | Choose a service | YES | ||||||||
| Web Development | Development Services | YES | |||||||||
| Frontend Development | Web Development | YES | |||||||||
| Backend Development | Web Development | YES | |||||||||
| Mobile App Development | Development Services | YES | |||||||||
| iOS Development | Mobile App Development | YES | |||||||||
| Android Development | Mobile App Development | YES |
- Next, export this file to CSV format (.csv), and ensure the separator is comma.
- Import file in Multilevel Select configuration.
- The levels and options will be automatically loaded if the file is corrected. If not, there will be a list of errors that make it easier to track mistakes.
- Export is to the same format.
Info
The separator in .csv must be a comma.
JSON format
For this kind of format, use JSON writer tools and prepare the file as the code below:
{ "version":"1.0.0", "firstLevel":{ "options":[ { "value":"Technical Support", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Hardware Issues", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Laptops", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Desktops", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"Software Issues", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Apps Error", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"App XYZ", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Crashes", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Features", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Slow performance", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"App ABC", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Crashes", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Features", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Slow performance", "id":"", "isDefault":false, "isEnabled":true } ] } } ] } }, { "value":"Software Installation", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"Network Issues", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Connectivity Problems", "id":"", "isDefault":false, "isEnabled":true }, { "value":"VPN Setup", "id":"", "isDefault":false, "isEnabled":true } ] } } ] } }, { "value":"Project Management", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Project planning", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Requirements Gathering", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Resource Allocation", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"Execution and Monitoring", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Task Tracking", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Status Reporting", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"Project Closure", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Deliverable Handover", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Post-Implementation Review", "id":"", "isDefault":false, "isEnabled":true } ] } } ] } }, { "value":"Development Services", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Web Development", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"Frontend Development", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Backend Development", "id":"", "isDefault":false, "isEnabled":true } ] } }, { "value":"Mobile App Development", "id":"", "isDefault":false, "isEnabled":true, "nestedLevel":{ "options":[ { "value":"iOS Development", "id":"", "isDefault":false, "isEnabled":true }, { "value":"Android Development", "id":"", "isDefault":false, "isEnabled":true } ] } } ] } } ] }}