This month's First Friday Webinar covered the following topics:
Bulk Loading & Updating Contracts
- Downloading Bulk Loader headers
- The importance of Field Group headers
- Ensure your Data will stay within the correct Field Groups, and not be a free floating Field in your Contract Container.
- Required Headers for all NEW CONTRACTS
- Contract::name
- Contract::owner
- Contract::type
- Contract::folder
- Contract::workflowtemplate
- Contract::stage
- Common errors in Data Entry
- Misspelled Names
- Owner is not allowed for the Folder
- Assigning a Stage that is not a part of the Workflow
- Dates – Different Formats (Must be in MM/DD/YYYY format for Bulk Load)
- Tips to quickly populate your data in Excel
- Using =(CellNumberOfOriginalDate+365) will update all dates to one year in the future
- Many other quick and easy Excel formulas can be found online to populate lots of repetitive data quickly
- How to navigate the Bulk Loader Application
- Common Error Messages you may see and how to easily fix them
- Verifying the data was uploaded
New Features & Enhancements
- AceOffix Update
- Collaboration | Allow Anyone to Respond
- New Login page warning messages
- Dropdown and Multi-Select Fields auto updating to new values
- Easier Contract Type Deletion with Milestone Rules (AMR's)