When performing a ‘Create All’ Action you can elect to create records for all sections for a particular customer across multiple rows. For example, you may want to create a new customer account record, two party sites linked to account sites.
Enter ‘Create All’ into the ‘Customer Action’ column cell on the applicable row, and leave the ‘Party Site Action’, ‘Account Site Action’ columns blank for the remaining rows. On upload/validation the Customer Account, Party Sites and Account Sites will inherit the Create All action and be created. Any section related to that customer will be created if the section has valid data.
Notes:
a) This is based on a parent/child relationship. If the above scenario exists and you have an existing customer and multiple customer account sites to create, enter Create All in the first row of the site section, and the following sections will inherit the Create All action and so on.
b) If there are any Accepted Statuses for the sections with the ‘Create All’ 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(s) will be considered for upload.
In the example below, the ‘Customer Action’ is Create All, but there is an Accepted status in the ‘Party Site Status’ column.
After upload the Party Site Section has inherited the ‘Create All’ action, the Wizard returns the message ‘Upload completed. Records that previously had a status of Accepted or Pending were not uploaded.’ and the party site record is not uploaded.
c) If there are any IDs in the ID columns of the section that has a ‘Create All’ action, the Wizard will also error as this indicates that the record already exists and cannot be created.
IDs usually populate to these columns as a result of a download/residual data.
In the example below, the ‘Customer Action’ is Create All and the ‘Party Site Action’ is blank, but there are IDs in both the Party Site ID and Customer ID columns and no Accepted statuses.
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. Note that the ‘Create All’ has been inherited by the Party Site section and is now populated where it was blank prior to upload.
