Batch Create Fields - Field Import Source Format

Updated 04 Apr 2024
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The Field Import source format, available in the Source Format Library, will create new fields, but it will not update existing fields. The Field Import source format has been made available for limited use cases, including institutions that have multiple instances of Slate that would like to copy fields created in one Slate instance to other Slate instances.

⭐ Best Practice
Add fields individually using the Fields Database Tool to be sure that all settings for fields are compatible.
Note: The Field Configuration Review tool in the Standard Query Library can be used to manually review imported fields.

📂 Download an example spreadsheet

There is an Excel spreadsheet with the accepted column headers attached to this article.

Please see the following table for column descriptions and value instructions:

Column	Description	Data Type	Option Values
id	Field ID	String (max: 32 characters)
multiple	Store multiple values	Bit	1 = Multiple Values 0 = Single Value
prompt	Prompt Key	String (max: 32 characters)
value	Store value or prompt ID	Bit	0 = Store Prompt ID 1 = Store Value (bit/language/state/country/user prompts and text fields only)
name	Field Name	String
order	Display Order	Integer
dataset	Dataset ID (for field scoped to a dataset) To locate the ID of a dataset: Click Database > Datasets > Select the appropriate dataset and copy the ID	Uniqueidentifier
type	Data Type	String (case-sensitive)	blank (null) = Text/Unspecified email = Email Address tel = Telephone datetime = Date/Time real = Real int = Int C = Checkboxes M = Multiline X = Related Dataset Row K = Dataset Row Key N = Dataset Row Name A = Dataset Row Address L = Dataset Row Location I = Dataset Row Interactions Q = Dataset Row Query
length	Size	Integer
active	Active Status	Bit	1 = Active 0 = Inactive
rel_dataset	Related Dataset ID	Uniqueidentifier
mask	Format Mask	String (max: 16 characters)
suggest	Autosuggest	String (max: 32 characters)
tab	Custom Tab	String (max: 32 characters)
right_read	Read Permission (ID of permission)	Uniqueidentifier
right_write	Write Permission (ID of permission)	Uniqueidentifier
scope	Scope	String (case-sensitive) - The scope setting is case-sensitive - 'Application' must be listed in the spreadsheet as 'application.'	blank (null) = person application school test job material reference interest report relation sport course
group	Group on tab	String (max: 32 characters)
unsafe	Unsafe	Bit	1 = Unsafe 0 = Safe
appendable	Appendable	Bit	1 = Append to existing values upon form submission or dataset import 0 = Replace existing values upon form submission or dataset import
unique	Unique for Merging	Bit	1 = Value contains a unique ID which identifies a single record for merging 0 = Do not use value for merging
ordered	Ordered values	Bit	1 = Ordered values 0 = Unordered values
category	Category	String (max: 32 characters)

Once the import has completed, the Status will update to Completed. This source format is special and does not update person or dataset records. Therefore, the Rows Imported value will display 0. Rest assured that if the import's status is Completed, the data was updated, so be sure to check the Fields to confirm the changes.

Attachments

field_import.xlsx

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Mapped vs. Unmapped Fields

Attachments

field_import.xlsx