A Data List is a predefined list of information, that can be displayed in a drop down within a Custom Data Field. This can be useful if you do not wish deployers to manually enter information such as Supplier ID’s, Cost Centers, Project Codes etc., when creating a virtual card.
From the Administration page, select Data Lists and View Data Lists.
Existing Data Lists will be displayed on screen. Use the Add Data List Item button to add another item.
Use the Delete option to remove the item
Select Create New Data List
- Complete the Name of the Custom Data Field E.g. Project Code, and provide a Description e.g. List of Project Codes to be used for virtual payments
- Toggle Active on.
- Click Create Data List
The Data List template has now been created.
To add content to the Data List template, select Add Data List Item and enter the first item to be displayed in the drop down and then Add Data List Item
The items then display in the preview panel below. Repeat to add more items
Once you have created the Data List, you can link it to a Custom Data Field by viewing your Custom Data Field Templates and choosing the Data List from the drop down for the relevant Custom Data Field.
From Data List Details, click Bulk Upload Item.
Click Choose file. Select the file from your browser and click Upload.
Click Download Sample File to download a .csv file that details the data fields required.
The screen will display the Parsed Result with the valid or failed information
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Click Process File. The File Status will be 'ImportedSuccess'
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