Managing CSV Templates in Data Template Maintenance
CSV templates in Data Template Maintenance are fixed-structure templates that come with specific limitations and requirements. This article provides an overview of these templates, how to identify them, and solutions to common issues users may encounter.
Overview of CSV Templates
CSV (fixed-structure) templates in Data Template Maintenance are designed with a predefined output structure. Due to this fixed structure, certain features, such as table fields, are not supported. For example, the Table dropdown will be greyed out, and table fields cannot be added to these templates. This limitation ensures the consistency of the output format.
Identifying CSV Templates
To determine whether a data template is a CSV (fixed-structure) template, navigate to the main page of Data Template Maintenance. Check the "Template Type" field for the template in question. If it indicates "CSV" or another fixed structure, table fields will not be available for that template.
Workarounds for Table Field Limitations
If you need to include values from tables in a CSV template, you can use a workaround. Create maths fields on the case to calculate or copy the required values into a standard (non-table) field. Once the values are in a standard field, you can include that field in the CSV template. This approach allows you to work around the limitation while maintaining the fixed structure of the template.
Navigation Tips for Field Selection
When working in Data Template Maintenance, the initial view for field selection may appear empty. This is expected behavior. To select fields, use the button located to the side of the interface to open the field selection menu. From there, you can choose the fields to include in your template. By understanding these limitations and applying the provided solutions, you can effectively manage CSV templates in Data Template Maintenance and address common challenges.
