How To Set Default Values For Imports

This topic discusses setting default values for fields in Collect! while you are doing an Import.

Overview

Normally, when importing data, you will read information from a file and store that information in one or more records in the Collect! database.

Imagine that you want to set a field in a data record to a value, even if that field is not imported. It can be easily done.

Default Values

In the Import Field Specification form create a new field specification. Choose the field you want filled with a default value, and then select the Default Value field. Enter the default value you want loaded into the field.

Every time a record is imported, the imported data will be loaded into the record, and any fields with default values will be filled in. The record is saved after all values are imported or filled in.

If the field does not exist in the file being imported, make sure you add the field you want filled with a default value at the end of the list of fields being imported.

WARNING: If you specify a default value for a field that exists in the file being imported, the default value will override the imported value.

Default Value Samples

Data Fields

1. Select the Down arrow next to the field box labeled Field and select your data field from the field Type list.

2. Type a description for this Default Value in the field labeled Note.

3. Type the Default Value that you want imported in the field box labeled Fill Value.

Default Values For Switches

Here's how to turn ON a switch/check box, such as the Address OK setting, when you run an import.

1. Select the switch field from the Field Type list.

2. Type a description for this switch in the field labeled Note.

3. Type X in the field labeled Fill Value. This indicates that the switch is switched ON.

This method can be used whenever you want to set the value of a switch in your import. A switch means any place in Collect! where you mark your choice with a check mark.

Empty Field Data During Import

An import allows the you to delete data that is already in a field that you are importing

To do this, you would set the default value for the field to @. In the Import Field Specification, choose the field that you want to empty, and type @ in the Default Value section.

Comparing Empty Data

When using the Other Options to compare with the field, a Hex code may be used as well. For example, x20 may be used for an empty space.

Interest Details In Imports

Bring in the Interest Rate, flag Simple Interest and import the Calculate Interest From Date. To actually display the calculated dollar$ value of interest on the Debtor form, you must use recalculate after importing. When your import is completed, you will be prompted to recalculate your accounts. If you did not do this, you can use the Recalculate feature under the Tools menu.