Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: Unscheduled
    • Component/s: None
    • Labels:
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      Description

      At present you can assign tags to the whole of an imported file but not to individual records within the file.

      I have a contact history to import that includes a rich set of 'check-box' fields that I'd like to assign to tags (and groups). It would be valuable to be able to assign an import field to a tag value - say field-type:tag value:this-tag set if the imported field evaluates to 'true'.

      There are two possible work-arounds that I can see. (a) to sub-divide my data into small import files that share tag settings. I think this may works for some tags but as many are not exclusive it is not a complete solution as it will generate many small (>10 records) import files. (b) is to assign custom field to the import tag fields, use those to select the records in CiviCRM, and apply the tags; the custom fields are them redundant and could be removed.

      (b) is probably the better work-around but is far from ideal.

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            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              greyhead Bob Janes
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              • Created:
                Updated:
                Resolved: