Hi, DeVoe1
I have tried updating and creating inactive records by importing data.
1. For updating original inactive records, you can switch to the view of the corresponding records and click the ‘Export to Excel’ button on top to download the file.
Then you can modify the file and import it to update the inactive records even if it has an inactive Account record.
But it needs to be re-exported every time you’d like to update records, otherwise they cannot be updated.
Here’s a record which is updated successfully. (update the Middle Name as ‘inactive’)
2. For creating new inactive records, you need to follow the steps below:
a) Add the field of status, which you mentioned as StateCode, into the main form of the Entity.
b) Go to Advanced Settings > Settings >Data Management > Templates for Data Import and select the Entity you need to import to download the template.
c) Fill in the template with the data you need to create.
Set the status as inactive.
Set the Account as an inactive account.
d) Import the saved template file. It was possible to import and create it successfully by my attempts.
If your import is still unsuccessful, you can provide me with the corresponding error message as a reference. Here's how to get error messages:
- Go to Advanced Settings > Settings >Data Management > Imports
- Click on the failed import record.
- Find the description of the reason for the failure on the pop-up page.
Also, there is another way to temporarily solve your import failure problem If you need to import inactive records urgently and the above methods do not meet your requirements.
1. Create a field to the entity. For example: ‘isActive’.
2. Add it into the main form of the entity.
3. New a workflow for the app.
If ‘isActive’ = No, change the status of the record as ‘inactive’.
4. Download, fill, save and import the template file as mentioned above. Set the ‘isActive’ as No if you want to deactivate the record.
5. It can be also imported as an inactive record.
Best Regards
Nya
