Knowledge Base

How do I create a new record by pasting in data from another application?

To create a new record by pasting in data, you must:

  1. Be in Edit mode
  2. Ensure that you include all key fields and required fields for the object type you are creating.
  3. Ensure the format of the pasted information is correct (see Required Format below).
  4. Place the data to be pasted on the clipboard by highlighting the data in your spreadsheet application and selecting either Cut or Copy.
  5. Right-click in the Case Information Display and select Paste.

If you pasted the data correctly, you will be asked to confirm that you want to create a new record. Please note that if all key and required fields are not specified, or if you are not in Edit Mode, the new record will not be created.

You can view the paste results in the message log.

Required format:  The first row, first column contains a description of the data (i.e. Load Record). The remaining columns in the first row should be empty.  The second row contains the column headers specifying what information is contained in a given column. Simulator reads these rows to determine how to treat the incoming data.  (Note that if Simulator does not recognize a heading, it ignores the rest of the paste.)  The remaining rows each contain one object record.  For more information, see the example in Simulator Tips.

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July 3, 2012