Feature Overview:

This update introduces the ability to import and export Custom Records directly from the Import/Export page. Users can now manage their records more efficiently without requiring engineering support.

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Related Features:

• Custom Records Management
• Data Import/Export
• Bulk Data Updates

Features/Benefits:

• Seamless Data Handling – Users can now easily export and import Custom Records via an Excel file.
• Efficient Bulk Updates – Modify records in bulk by editing the exported file and re-uploading it.
• Improved User Autonomy – Eliminates the need for engineering involvement in routine data adjustments.

How It Works:

• Check the Custom Records page.
• Go to the Import/Export page and select Custom Records there.
• Generate and download the XLSX file.
• Open the XLSX file and verify it contains all data from the Custom Records page.
• Add a new Custom Record to the file and save it.
• Import the updated XLSX file back into Custom Records.
• Verify that the new Custom Record appears on the Custom Records page.
• Export the Custom Records again and modify the “del” column by setting it to true for that Custom Record.
• Reimport the updated XLSX file.
• Confirm that the new Custom Record is removed from the Custom Records page.