The custom variables template is designed to help you enter form variable columns quickly and efficiently. Your custom variable must already be created before using the template.
- From the Custom Variables page, select the Custom Variable Name in the left pane.
- In the right pane, select the Arrow pointing to the business unit for the variables.
- Select the Excel icon to download the template.
- Open the template. Make sure the column headings match the ones entered for the custom variable.
- Enter the custom variable information into the appropriate cells of the spreadsheet. Any column selected as a number in when setting up the custom variable must also be a number in the template.
- Save the template.
- In Field
View, click the Up arrow in the business unit.
- Select Browse. Navigate to and select the template.
- Select Open, then click Import.
Field
View will display the success of the import or any errors.
- Select Close.
The custom variables entered on the spreadsheet will display for the selected business unit.