Difference between revisions of "Conditional Import for Version 6.0 (Portal)"

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=7.18.1-Conditional Import=
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==Overview==
  
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==1. Overview== <!--Explain the concept with diagram. Contrast between using flags and Conditional Import. Suggest usage in context of articles below.-->
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In OnePager Pro and Express version 6.0, you still have the traditional '''Select-All''' and '''Yes/No''' ways of selecting rows. But now you have a new '''Conditional Import Filters''' engine that can turn more general '''conditional''' rules into "Yes" or "No" decisions that select rows.  
  
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==2. Organization of Articles== <!--Divided between OnePager Pro and OnePager Express.  Further subdivided OPEN, UPDATE, and OPEN Modes.  Further subdivided by Add Rule, Copy Rule, and Delete Rule.-->
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This approach for controlling the import of Microsoft Project/Excel '''source plan''' rows is quite flexible.
  
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==3. Links to Articles below based on Organization above==
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The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' data into OnePager and increase your flexibility for selecting task and milestones to appear in project views. 
  
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==4. Related Links== <!--To Basic Workflow root articles, Core Concept articles, Multi-MS Project/Excel source file related articles, Conditional Formatting articles, etc.-->
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===Links to Conditional Import Filters Detailed Articles===
  
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(7.18.1-60)
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If you first would like to see some examples of how '''Conditional Import Filters''' can be used, please read the material at this link: [[Conditional Import for OnePager Pro/Express Version 6.0 | Conditional Import Filters for OnePager]] <!--0.4.1.1-60-->.
  
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=7.18.1.1-Conditional Import for OnePager Pro Add-in=
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For those who would like to get started right away using '''Conditional Import Filters''', the links immediately below take you to detailed information:
  
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==1. Overview==
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{| class="wikitable"
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<!-- Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows-->
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| [[Conditional Import for OnePager Pro Add-in for Version 6.0 | Conditional Import Filters for OnePager Pro Add-in]] <!--7.18.1.1-60-->
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| [[Conditional Import for OnePager Express Add-in for Version 6.0 | Conditional Import Filters for OnePager Express Add-in]] <!--7.18.2.1-60-->
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|-
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| [[Conditional Import for OnePager Pro Desktop for Version 6.0 | Conditional Import Filters for OnePager Pro Desktop]] <!--7.18.1.2-60-->
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| [[Conditional Import for OnePager Express Desktop for Version 6.0 | Conditional Import Filters for OnePager Express Desktop]] <!--7.18.2.2-60-->
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|}
  
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==2. Using Conditional Import Rules when Creating NEW Project Views==
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==Related Links:==
  
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<!--Discussion of controls –Cover all fields in the CI Rules form-->
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[[Basic Workflows for Version 6.0 (Portal) | Basic Workflows (Portal)]]
  
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===2.1 Adding a Rule===
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[[Conditional Formatting for Version 6.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-60-->
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====2.1.1. Text Columns====
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====2.1.2. Numeric Columns====
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====2.1.3. Boolean Columns====
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====2.1.4. Flag Fields in MS Project====
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===2.2. Editing an Existing Rule===  <!--Currently doesn’t seem to work consistently.-->
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===2.3. Copying a Rule===
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===2.4. Deleting a Rule===
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==3. Using Conditional Import Rules when UPDATING a Project View==
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-60-->
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===3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button===
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====3.1.1. Switching from Flag Fields to new Conditional Import Rules====
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====3.1.2. Adding, Editing, Copying and Deleting Rules==== <!--See 2.1 Above-->
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====3.1.3. Switching from Conditional Import Rules back to Flag Fields====
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====3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
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===3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
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====3.2.1. Switching from Flag Fields to new Conditional Import Rules====
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====3.2.2. Adding, Editing, Copying and Deleting Rules==== <!__See 2.1 Above-->
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====3.2.3. Switching from Conditional Import Rules back to Flag Fields====
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====3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
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==4. Using Conditional Import Rules when OPENING a Project View==
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[[OnePager Express Import of Data from Microsoft Excel for Version 6.0 | OnePager Express Import of Data from Microsoft Excel]] <!--4.4-60-->
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===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
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====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
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====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
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====4.1.3. Switching from Conditional Import Rules back to Flag Fields====
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====4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
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===4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
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====4.2.1. Switching from Flag Fields to new Conditional Import Rules====
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====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
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====4.2.3. Switching from Conditional Import Rules back to Flag Fields====
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====4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
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==5. Using Conditional Import with Microsoft Project Integrated Master Schedules==
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==6. Using Conditional Import with Multiple Separate Microsoft Project Source File Packages==
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==7. Using Conditional Import with Server Resident Microsoft Project Plan Source Files==
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==8. Related Links==
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(7.18.1.1-60)
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=7.18.1.2-Conditional Import for OnePager Pro Desktop=
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[[Message to Assist with Setting Import Flags When No Data Are Imported]]
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==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows.
+
−
==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.
+
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===2.1 Adding a Rule===
+
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====2.1.1. Text Columns====
+
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====2.1.2. Numeric Columns====
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====2.1.3. Boolean Columns====
+
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====2.1.4. Flag Fields in MS Project====
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===2.2. Editing an Existing Rule.  Currently doesn’t seem to work consistently===
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===2.3. Copying a Rule===
+
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===2.4. Deleting a Rule===
+
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==3. Using Conditional Import Rules when UPDATING a Project View==
+
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===3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button===
+
−
====3.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
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====3.1.3. Switching from Conditional Import Rules back to Flag Fields====
+
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====3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
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===3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====3.2.1. Switching from Flag Fields to new Conditional Import Rules====
+
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====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
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====3.2.3. Switching from Conditional Import Rules back to Flag Fields====
+
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====3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
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==4. Using Conditional Import Rules when OPENING a Project View==
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===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
+
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====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
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====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
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====4.1.3. Switching from Conditional Import Rules back to Flag Fields====
+
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====4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
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===4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====4.2.1. Switching from Flag Fields to new Conditional Import Rules====
+
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====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
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====4.2.3. Switching from Conditional Import Rules back to Flag Fields====
+
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====4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
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==5. Using Conditional Import with Microsoft Project Integrated Master Schedules==
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==6. Using Conditional Import with Multiple Separate Microsoft Project Source File Packages==
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==7. Using Conditional Import with Server Resident Microsoft Project Plan Source Files==
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==8. Related Links==
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(7.18.1.2-60)
+
  
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=7.18.2.1-Conditional Import for OnePager Express Add-in=
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[[Understanding Project Views and Snapshots for OnePager Pro for Version 6.0 | Understanding Project Views and Snapshots for OnePager Pro]] <!--4.1-60-->
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==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows.
+
 
−
==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.
+
[[Understanding Project Views and Snapshots for OnePager Express for Version 6.0 | Understanding Project Views and Snapshots for OnePager Express]] <!--4.2-60-->
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===2.1 Adding a Rule===
+
 
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====2.1.1. Text Columns====
+
(7.18.1-60)
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====2.1.2. Numeric Columns====
+
−
====2.1.3. Boolean Columns====
+
−
====2.1.4. Flag Fields in MS Project====
+
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===2.2. Editing an Existing Rule===  Currently doesn’t seem to work consistently.
+
−
===2.3. Copying a Rule===
+
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===2.4. Deleting a Rule===
+
−
==3. Using Conditional Import Rules when UPDATING a Project View==
+
−
===3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button===
+
−
====3.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====3.1.3. Switching from Conditional Import Rules back to Flag Fields====
+
−
====3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
===3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====3.2.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====3.2.3. Switching from Conditional Import Rules back to Flag Fieldsv
+
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====3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
==4. Using Conditional Import Rules when OPENING a Project View==
+
−
===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
+
−
====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====4.1.3. Switching from Conditional Import Rules back to Flag Fields====
+
−
====4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
===4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====4.2.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====4.2.3. Switching from Conditional Import Rules back to Flag Fields====
+
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====4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
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==5. Using Conditional Import with Microsoft Excel Plan Source Files with Multiple Projects==
+
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==6. Using Conditional Import with Multiple Separate Microsoft Excel Source File Packages==
+
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==7. Related Links==
+
−
(7.18.2.1-60)
+
  
−
=7.18.2.2-Conditional Import for OnePager Express Desktop=
+
[[Category:Version 6.0]]
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==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows.
+
[[Category:Add-in]]
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==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.
+
[[Category:Desktop]]
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===2.1 Adding a Rule===
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[[Category:Basic Workflows]]
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====2.1.1. Text Columns====
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[[Category:Conditional Import Filters]]
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====2.1.2. Numeric Columns====
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[[Category:Importing]]
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====2.1.3. Boolean Columns====
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[[Category:Project Views]]
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====2.1.4. Flag Fields in MS Projectv
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[[Category:Editing the Project View]]
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===2.2. Editing an Existing Rule===  Currently doesn’t seem to work consistently.
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[[Category:OnePager - Tool Bar]]
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===2.3. Copying a Rule===
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[[Category:Basic Workflows]]‏‎
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===2.4. Deleting a Rule===
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[[Category:Snapshots]]
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==3. Using Conditional Import Rules when UPDATING a Project View==
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[[Category:Task/Milestone Editing]]
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===3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button===
+
[[Category:Conditional Formatting]]
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====3.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
[[Category:Getting Started with Version 6.0‏‎]]
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====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
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[[Category:OnePager Pro]]
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====3.1.3. Switching from Conditional Import Rules back to Flag Fieldsv
+
[[Category:OnePager Express]]
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====3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
===3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====3.2.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====3.2.3. Switching from Conditional Import Rules back to Flag Fields====
+
−
====3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
==4. Using Conditional Import Rules when OPENING a Project View==
+
−
===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
+
−
====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
+
−
====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====4.1.3. Switching from Conditional Import Rules back to Flag Fields====
+
−
====4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
===4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab===
+
−
====4.2.1. Switching from Flag Fields to new Conditional Import Rulesv
+
−
====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.
+
−
====4.2.3. Switching from Conditional Import Rules back to Flag Fields====
+
−
====4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots====
+
−
==5. Using Conditional Import with Microsoft Excel Plan Source Files with Multiple Projects==
+
−
==6. Using Conditional Import with Multiple Separate Microsoft Excel Source File Packages==
+
−
==7. Related Links==
+
−
(7.18.2.2-60)
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Latest revision as of 16:38, 8 May 2017

Overview

In OnePager Pro and Express version 6.0, you still have the traditional Select-All and Yes/No ways of selecting rows. But now you have a new Conditional Import Filters engine that can turn more general conditional rules into "Yes" or "No" decisions that select rows.

This approach for controlling the import of Microsoft Project/Excel source plan rows is quite flexible.

The articles in this Conditional Import Filters series explain how you can use Conditional Import Filters to simplify the import of source plan data into OnePager and increase your flexibility for selecting task and milestones to appear in project views.

Links to Conditional Import Filters Detailed Articles

If you first would like to see some examples of how Conditional Import Filters can be used, please read the material at this link: Conditional Import Filters for OnePager .

For those who would like to get started right away using Conditional Import Filters, the links immediately below take you to detailed information:

Conditional Import Filters for OnePager Pro Add-in Conditional Import Filters for OnePager Express Add-in
Conditional Import Filters for OnePager Pro Desktop Conditional Import Filters for OnePager Express Desktop

Related Links:

Basic Workflows (Portal)

Conditional Formatting (Portal)

Using the OnePager "Data" Tab's "Selected file(s)" Button

OnePager Express Import of Data from Microsoft Excel

Message to Assist with Setting Import Flags When No Data Are Imported

Understanding Project Views and Snapshots for OnePager Pro

Understanding Project Views and Snapshots for OnePager Express

(7.18.1-60)‏‎

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