Successful Import Scenarios

Importing a process template having a custom field with the same name and type as a CASH field on the target account

Example: A custom field in the process template has Base Rate for the name and Percent for the type. The target account has a CASH field with the same name and type.

As a result, the import is successful. However, the imported template now uses the CASH Workflow field with Base Rate name and Percent type.

Note:

Select Download to download the log file with detailed information about the success. The log file will state the template was updated to use target’s field.

Importing a process template that uses a custom field with the same type (Document) and a different category as a custom field on the target

Example: A custom field in the process template has Document for the type, Finance for the name, and Collect for the Document Category. On the target account, a custom field has Document for the type, Finance for the name, and Report for the Document Category.

As a result, the import is successful. The imported template was updated to use target’s document category (Report).

Note:

Select Download to download the log file with detailed information about the success. The log file will state the template was updated to use target’s field document category.