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Importing New Records - Chart Layouts
Importing New Records - Chart Layouts
Importing New Records - Chart Layouts
Follow the steps for
Importing New Records
.
Field
Required
Type
Sample Values
Notes
Chart_Layout_Title
Yes
Data
"Balance Sheet"
Chart_Layout_Title must have the same Is_Public, Owner_
User
name, and Owner_
User
Id for all rows. A different Chart_Layout_Title indicates a separate chart layout being imported.
Is_Public
Yes
Data
"Yes", "No"
Owner_
User
name
No, if Owner_
User
Id is specified
Lookup
"abc@school.org"
Owner_
User
Id
No, if Owner_
User
name is specified
Key ID Field
"00000000-0000-0000-0000-000000000000"
The
User
must have the FinanceGL Full role.
Item_Caption
Yes
Identifier
"Assets"
Parent_Item_Caption
Yes for child items that appear under an Item_Caption on a different row
Lookup
"Assets"
If left blank, the current item is a top level item for the chart layout. Chart layouts can only be 10 item levels deep.
Item_Order
No
Data
1
Integers only. Determines the order the item appears within its parent. The numbers do not need to be sequential. If left blank, the order the item appears in the import file determines the item order.
Is_Header_Bolded
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Header_Italic
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Header_Underlined
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Page_Break_Before
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Page_Break_After
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Footer_Bolded
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Footer_Italic
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Is_Footer_Underlined
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Suppress_Header
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Suppress_Details
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Suppress_Footer
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Show_Debits_Negative
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
YES
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
YES
No
Datasource Data
"Yes", "No"
If left blank, the current item inherits the parent's setting.
Account_Number_Like1
No, if a range or comma list is specified.
Data
"_1___"
See the notes at the end.
Account_Number_Range_Start1
No, if like or a comma list is specified. Yes, if a range end is specified.
Datasource Data
"11000"
See the notes at the end. This must match an existing account number.
Account_Number_Range_End1
Yes
Datasource Data
"11999"
See the notes at the end. This must match an existing account number.
Account_Number_Comma_List1
No, if like or a range is specified.
Data
"11000, 11500, 35791"
See the notes at the end. Accounts in the list must match an existing account number. Any spacing before or after the comma is ignored.
Note
: Account_Number_Like1, Account_Number_Range_Start1, Account_Number_Range_End1, and Account_Number_Comma_List1 are repeated 4 more times (for a total of 5). A minimum of 1 account criterion is required for each Item_Caption.
Note
: If more than one Account_Number criteria are specified, then accounts matching any of the criteria are included when generating a report.
Example
: Account_Number_Like1 "1%" and Account_Number_Like2 "%2" would include all accounts starting with 1 or end with 2.
Example
: Account_Number_Like1 "1%" and Account_Number_Comma_List1 "55555, 77777" would include all accounts starting with 1 and the accounts 55555 and 77777.
Note
: For Account_Number_Like columns, use the same wildcards as found in the article: Can Wildcards Be Used When Searching?
See also
Can wildcards be used when searching?
Importing New Records
Chart Layout
User
DAT
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.
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