0
votes

I have an entity which has around 15 fields on it. When users download the data import template, all the 15 fields are included and displayed in Excel (as expected).

I would like to hide/exclude some of these fields as they are only populated at a later stage. I believe CRM uses the main form of the entity to create the template (I stand corrected on this).

Is there a way to generate the template based on another form? or achieve the above with some work around?

Thanks in advance

Update

I could not completely achieve what I wanted, but implemented a work around. I ended up exporting the template, removing columns I wanted to hide from the user and then placing the new template in a central location for copying and importing.

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1 Answers

1
votes

They are generated based on your current view. Create a new view by selecting only fields you want or do an advanced find by adding only columns you want and then export.