Custom Field Auto Synchronization

In Version 6.2.4, 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:


1. Create a Dataset to Define Required Fields

Dataset Editor - Google Chrome
  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. (optional) Snapshot Dataset? can be set to "Yes" in order to record all updates in the Dataset Viewer
  5. Be sure to 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

[Update Data]

2. Setup Autosync

2.1. Admin > Reference Objects > Custom Fields > Autosync tab

Select [+Custom Field Autosync] to Create new Autosync

2.2. Input Required Columns/Fields based on Dataset in Step 1

  1. Name of this Autosync element
  2. Select the Dataset & View that was created in Step 1  
  3. Based on newly created Dataset, select if your Elements were identified by Name or External ID
  4. Choose the Element Name/ID from Dataset columns drop-down
  5. Using [+Add] match the Dataset Columns values to corresponding Custom Field values as defined in the drop-downs

3. Synchronize Content

  1. Enabled is defaulted 
  2. [Save]
  3. [Sync Now]

3.1. View Results in Sync History  

Category Editor - Google Chrome
  1. The two spelling errors found will have to be corrected on the CSV file that you used to create the Dataset in Step 1.