Have the user set values for a set of global fields (1,2,3) prior to import. Or set these to global variables, $$1,$$2,$$3
Set fields x,y,z to have auto-enter calculated values from the fields 1,2,3 or variables $$1,$$2,$$3
Perform any validation you need (not empty, number, date, etc...) on the global fields/variables.
Import the file, making sure that the 'perform auto-enter functions' dialog is checked.
The auto-enter fields will fill the values from your globals on import.
Thanks for your help Mike! The import now works as intended.
However, I have a new problem related to this workflow. This new import procedure is intended to support a new FM solution where sales data from one event at a time is being imported. But, I have historical sales data in Excel from many events that needs to be imported (without modification) into my new FM sales table. In other words, my legacy data needs to be imported but it already has values for fields x, y & z.
Is there a way to import this historical sales data into the FM sales table without modifying it? Maybe change the field definitions to text or number for this one legacy data import?
yes, just import directly to fields xyz with another script that has the "perform auto-enter functions..." unchecked. This way it will import the previous values instead of overwriting with the globals.
I must not be setup exactly the way you said. Because, I already tried that and it did not work.
I will try a few other things with my table setup/
On the import dialog, I'm seeing 'Target cannot receive data."
For example, I am seeing this:
xls Source field = Account Name
FM Target Field = Account Name (calculated field, value sourced from a fixed value one record table)
I read somewhere that values could not be imported into a calculated field.
Change it away from a calculated field, to a text field with an auto-entered calculated value.