When performing a ‘Create’ Action you can elect to create records for specific sections. For example, you may want to create a new customer account record and a party site, but not any account site or site use information yet.
To achieve the above example, enter ‘Create’ into the ‘Customer Action’ column cell on the applicable row, and do the same for the ‘Party Site Action’, leaving the ‘Account Site Action’ and ‘Site Use Action’ columns blank.
After upload/validation only the Customer Account and Party Site will be created, even if there was data in the Account Site and Site Use section.
Notes:
a)If there are any Accepted Statuses for the sections with the ‘Create’ action populated, these will be ignored for upload as the Wizard uses these statuses to determine if the record has already been uploaded. If there is no Accepted status the record will be considered for upload.
After upload, the Wizard returns the message ‘Upload completed. Records that previously had a status of Accepted or Pending were not uploaded.’ And the Customer and Site records are not uploaded.
b)If there are any IDs in the ID columns of a section that has a ‘Create’ action, the Wizard will also error as this indicates that the record already exists and therefore, cannot be created.
IDs usually populate to these columns as a result of a download or residual data.
In the example below, the ‘Customer Action’ is Create and the ‘Party Site Action’ is Create, but there are IDs in both the Party Site ID and Customer ID columns and no Accepted statuses are present.
The Wizard returns messages referring to the account IDs not being unique. This infers that the IDs need to be removed if the intention is to create a record, or you need to change the Customer Action to ‘Update’ to update the existing record.
