OTRS
Dynamic Field Value Import

Feature Add-on

Dynamic Field Value Import

This Feature Add-on offers additional options for uploading values from CSV files for dynamic fields. The data from individual columns of the CSV file are assigned to a specific dynamic field that you can flexibly select. These files can additionally contain headers into which you can insert the desired name of the target fields. Before the value can be imported, the target fields have to be created manually.

After a successful upload, the “import overview” shows all new or deleted values for the dynamic fields affected. These values are marked in colors.

In addition, the Dynamic Field Value Import Feature Add-on enables the automatic creation of ACLs based on the dynamic fields chosen and their imported values. This significantly reduces the manual workload for ACL creation.

Dependencies between the dynamic fields are created from left to right. If values for more than two dynamic fields are imported, the allocation of the ACL relations starts in the column furthest to the left. Multi-level dependencies are therefore possible.

Benefits

  • Fast import of modified product portfolios
  • Customer service and sales are more quickly up-to-date
  • Easier integration of partners from outsourced corporate areas

Available in Service Package

GOLD

Target Groups

  • External: Call Centers, Customer Service, Wholesalers
  • Internal: Sales, Order Management

Please Note

  • The creation of dynamic fields as well as their configuration (e.g. the definition of field types as dropdown or as multiselect) has to be done manually. Only dropdown and multiselect fields are allowed as dynamic field types for the import.
  • ACLs are created in such a way that in multi-stage selection fields a secondary field selection is only possible if the primary field has been filled in.
  • ACLs for all dynamic fields are always created from the CSV file. If the dynamic fields are not interrelated, the import has to be done separately.