Custom Field Auto Synchronization

Custom Field Autosync has been introduced to support synchronization of fields with a Dataset. This functionality allows the updating of Custom Field values based on Dataset information, whenever the Dataset is updated.

This article describes how to:

Prerequisites:

1. Create Dataset to Define Required Fields

  1. Data Source may created from any Object; example is a CSV file updated manually
  2. An Element name field must be defined on input to contain the Metric Insights elements needing update
  3. Remaining Columns must have the exact same name as your Custom Fields (case sensitive)
  4. Validate all input rows to ensure that the names used for each Column exactly match the Element Name and all Custom Field valid values.  For more information: Adding Custom Fields
  5. [Update]

2. Configure New Autosync

  1. Name of this Autosync element
  2. Select the Dataset & View from Step 1  
  3. Set Type to "Element"
  4. Based on the newly created Dataset, select if your Elements were identified by Name, External BI Tool Report ID, or External GUID
  5. Choose Element Name/External BI Tool Report ID/External GUID from Dataset columns drop-down
  6. Using [+Add] match the Dataset Columns values to corresponding Custom Field values as defined in the drop-downs
  7. [Save]
  8. [Sync Now]

3. View Results in Sync History  

  • The two spelling errors to be corrected in the Dataset CSV file;
  • One missing Custom Field Value to be corrected in the system or in the CSV file.