Every section in an Integrator sheet will have a corresponding ‘Action’ column, used to specify what will happen during Upload for that row in that section. Below are some of the Upload Action options available in the Toolbox Add-in.
·Create
o Specifies that the row within that section will be created when uploading.
·Create records
o Defaults the action of Create records across every lower section for that data set. This can be set at any level where available and will not overwrite existing upload actions on the sheet. See figures 1 and 2 below:
Figure 1 - Create records at the highest section.
Figure 2 - Create records in the middle of a data set.
·Update
o Specifies that the row within that section will be updated when uploading.
·Update Records
o As per ‘Create records’, ‘Update records’ will default the action of update down the sheet. Existing upload action values will not be overwritten.
·Delete
o Designates the record to be deleted. Any associated rows below where the value was specified will be deleted on upload.
o ‘Delete’ does not need to be specified for each associated row.
Note, Upload Action columns can be defaulted using Default Row 10. Refer to the Default Row section for further details.