Every section in an Integrator sheet will have a corresponding ‘Action’ column. Used to specify the operation the Upload will perform for that row in that section. Below are the available Upload Action options in the Toolbox Add-in.
Note, not all Integrators will support every Upload Action mentioned. A list of available actions can be viewed in the sections Data Form, or the applicable Module user guide.
Create
Specifies that the row within that section will be created when uploading.
Create Records
Specifies that the row within that section will be created when uploading. By specifying ‘Create records’, the Integrator will default the same value to any lower sections associated to the row where the value was provided.
Specifying ‘Create records’ part way down a data set will result in only the lower associated rows defaulting.
Any existing action values in the sheet will not be overwritten.
Update
Specifies that the row within that section will be updated when uploading.
Update Records
Specifies that the row within that section will be updated when uploading. By specifying ‘Update records’, the Integrator will default the same value to any lower sections associated to the row where the value was provided. ‘Update records’ will default in the same manner mentioned as ‘Create records’ above.
Any existing action values in the sheet will not be overwritten.
Delete
Designates the record to be deleted. Any associated rows below where the value was specified will be deleted on upload.
‘Delete’ does not need to be specified for each associated row.
Upload Action columns can be defaulted using Default Row 10. Refer to the Default Row section for further details.
