MAIN PARAMETERS Tab contains basic settings about excel import template:
Folder - field may be selected in case if templates ia saved in several groups (non mandatiry mandatory field).
Description - Name of the element template (mandatory to fill out the field).
It is necessary to make it unique if several loaders are created for one system object - for .
For example, the invoice enters the company of the client in two different formats, each with different sets of columns. In this case, when using Import option, the user will be asked the question of what specific excel import template he wants to use now.
Example:
Import Type - type of loading - standard system objects (Import to Objects), or to the tabular part of the document opened by the user (Import to a Table).
Table - tabular part of the object selected in the Object Type field.
It will be imported data in it. Table, it becomes visible if the Import Type field Import to a Table.
Example: in case if user needs to import data into Inventory and Services tab of Invoice document, he may set followig parameters on main paramaters tab:
Object Type - FirstBit configuration object, into which the user is going to download data from Excel.
There are Catalogs, Documents, Charts of accounts and Information registers are available.
In this field, the user needs to choose one specific object for which this data loading template is created.
...
Inactive - if user activate the switch, then the download template will stop working.
This field is the only one that the user can change in standard templates (that is, he can turn them off, if necessary).
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