Batch Type Extension - Move fields in template and default 'Hidden = true'

Matthew E Chitty

I have created a few batch type extensions for the ‘Constituent Update’ and the ‘Enhanced Revenue’ batch types that the user frequently uses the fields from. They wanted to know if it was possible to hide a field from the batch type extension over and then it would automatically be set to hidden.

For example, I have created a batch type extension to both the ‘Constituent Update’ and the ‘Enhanced Revenue’ batch types called ‘Ignore First Name’ - this is used so that it would ignore the first name that is being imported and keep the first name that is on the constituent's record. I have 3 custom extension fields that I have created: BATCHCONSTITUENTUPDATEID, ISIGNOREFIRSTNAME (Boolean field), and ORIGINALFIRSTNAME (stored the constituent's first name). Now, in the spec, I have made the BATCHCONSTITUENTUPDATEID and the ORIGINALFIRSTNAME fields hidden because it is not needed by the user - it is only used in the back-end (UPDATE: this did not work - can't hide all of the fields because if they need to be removed after they have been moved over, they can't because they can't be selected). The ISIGNOREFIRSTNAME field is the only field that is not hidden (at least one field HAS to be visible or it cannot be chosen in the batch template because it is not shown). The person that creates the import process wants to be able to create the batch template with the ISIGNOREFIRSTNAME field and after they move this field to the batch template AUTOMATICALLY it would set itself to ‘Hidden = true’. Is this possible?

This is just one of the simpler examples that I have. I have other examples in which there are MANY more fields that just 1 field that the user needs to set defaults BUT once they do that, it does not need to be changed and can be hidden after the defaults have been set in the batch template.

Can this be done? If so, how?

Thank you for any feedback or at least a place to start,

Matt

Chris Whisenhunt

Matt, how is the data coming in? OOB import? Velocity? There are multiple ways of doing this and how the data is coming in will start us off in the right direction.