I've got several layouts and I'm trying to import into the "CLIENTS" layout from an excel spreadsheet but when I try to import, the "CLIENT" layout is greyed out and I can't import into it's fields.
Any help is greatly appreciated!!
You don't import into layouts. You import into tables.
The layout that is current at the time that you select Import Records is based on a "table occurrence" selected in "show records from" in Layout Setup. A Table Occurrence is what we call the "boxes" found in your relationships graph in Manage | Database. The table occurrences specified for the current layout determines into what table you may import data using Import Records in the File Menu. If you want to import into a different table, change to a layout based on an occurrence of the table into which you want to import that data.
Thanks Phil! As always, your help is much appreciated!!!
Sent from my iPhone
By screen shot, you are ON a layout that is tied to the "EB3 Master" table occurrence, as you call the import. The "CLIENTS" TO is related, but you cannot import into related tables. Navigate to any layout based on the "CLIENTS" TO before importing.
What beverly said.
thanks Beverly, that makes sense.
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