Details
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Type: Improvement
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Status: Done/Fixed
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Priority: Major
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Resolution: Won't Fix
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Affects Version/s: 3.0
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Fix Version/s: Unscheduled
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Component/s: Core CiviCRM
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Labels:None
Description
I think the import process can be streamlined if we can integrate the batch updating with the import process. Here's a use case:
I am importing 500 records that only contain name and address data. These contacts all need specific settings for each of my many custom fields. Currently I have to do the import, remember to tag them with a new tag (If I forget this step I'm screwed), then once the import is complete search for that tag, and do a batch update.
A much more streamlined workflow (and this is how it works in Kintera), would be to add a new step in the import process, right before the final step. CiviCRM could ask me to set values for additional fields.
I'm visualizing a JSified form where at first I see only a single-select box of field names. After I choose a field it shows me the appropriate widget (checkboxes, state select box etc.). On the next row I can then select another field.