Load Group Data - Template and Validations

The Group template contains all of the fields that can be loaded via the Data Load Wizard. Each Group ID must be unique.

The Group template contains the following data fields:

System Field Type Limit Comments/Rules
Group ID String 100 This field is required. This is the unique identifier for the group. This cannot be updated once it is created.
Group Name String 1000 This field is required. This is the group name, which can be updated after creation. If the data load contains multiple rows of data, then this value must be the same as the first row.
Parent Group ID String 100 This field is optional. This specifies the ID of the parent group, which enables the ability to create a group hierarchy. This must be a valid group ID within the system. For a given group, this cannot be the same as the Group ID. If the data load contains multiple rows of data for the same group, then this value must be the same as the first row.
Group Description String 3950 This field is optional. This is the group description. If the data load contains multiple rows of data, then this value must be the same as the first row.
Active Boolean 50 This field is optional. This sets the status of the group to Active or Inactive. Values must be either True, False, T, F, Yes, No, Y, N, Active, or Inactive. If this field is blank, then it defaults to True. If the data load contains multiple rows of data, then this value must be the same as the first row.
Group Owner String 128 This field is optional. This specifies the User ID of the group owner. This must be a valid User ID within the system. If the data load contains multiple rows of data, then this value must be the same as the first row.
User ID String 128 This field is optional, but it is required if a User Action is provided for the row. This specifies the ID of the user being added or removed from the group. This must be a valid User ID within the system. Only one User ID can be entered per row. The same User ID cannot be entered multiple times for the same group.
User Action String 2

This field is optional, but it is required if a User ID is provided for the row. This specifies whether the user in the User ID column is being added to or removed from the group. Values must be either 1 or 2.

  • If "1" is entered, the user in the User ID column is added to the group. A user cannot be added to the group if they are already in the group.
  • If "2" is entered, the user in the User ID column is removed from the group. A user cannot be removed from the group if they are not already in the group.
Custom Fields    

Group custom field values can be loaded after the custom field is defined within the system. Once a group custom field is defined in the system, it appears within the template and the mapping page.

The following custom field types are supported:

  • Checkbox
  • Date Field
  • Drop-down
  • Numeric Field
  • Radio Button
  • Scrolling Text Box
  • Short Text Box

The following custom field types are not supported:

  • Branched Drop-down
  • Hierarchy
  • Multiple Checkbox

The following custom field types are available:

Custom Field Type Custom Field Validation
Checkbox Values must be either True, False, T, F, Yes, No, Y, N, Active, or Inactive.
Date Field Date format must comply with standard format rules. International dates are supported when the Dates are in International format option is selected in the Processing Options pop-up. See the Domestic Date Formats and International Date Formats sections below for additional information.
Dropdown The available drop-down options must be configured in the system prior to the data load. Drop-down values can be active or inactive within the system. The ability to load values that are inactive may be determined in the Processing Options.
Numeric Field Positive and negative values are supported. Decimals are supported. The character limit for this field is 50.
Radio Button Values must be either True, False, T, F, Yes, No, Y, N, Active, or Inactive.
Scrolling Text Box The character limit for this field is 3950.
Short Text Box The character limit for this field is 3950.

The following domestic date formats are supported:

  • M/D/YY
  • M/D/YYYY
  • M-D-YY
  • M-D-YYYY
  • MM/DD/YY
  • MM/DD/YYYY
  • MM-DD-YY
  • MM-DD-YYYY

The following international date formats are supported:

  • D/M/YY
  • D/M/YYYY
  • DD/MM/YY
  • DD/MM/YYYY
  • DD-MM-YY
  • DD-MM-YYYY
  • D-M-YY
  • D-M-YYYY
  • YYYY/D/M
  • YYYY/DD/MM
  • YYYY/M/D
  • YYYY/MM/DD
  • YYYY-D-M
  • YYYY-DD-MM