Difference between revisions of "Conditional Import for Version 7.0 (Portal)"

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==Related Links:==
 
==Related Links:==
  
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
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[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] 11.0.1-70
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70
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[[OnePager Express Import of Data from Microsoft Excel for Version 7.0 | OnePager Express Import of Data from Microsoft Excel]] 4.0.1.4-70
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[[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] 4.0.1.1-70
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[[Understanding Charts and Snapshots for OnePager Express for Version 7.0 | Understanding Charts and Snapshots for OnePager Express]] 4.0.1.2-70
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Latest revision as of 00:05, 12 January 2021

Overview

Conditional Import Filters provide you with a capability that permits the use of source plan field data to control the import of task and milestone data from your Microsoft Project or Excel source plans. You still have the capabilities to the import of source plan data using the OnePager traditional Select-All and Yes/No options for selecting source plan task and milestone data for import. The Conditional Import Filters engine provides a more general conditional rule-based capability over the Yes or No decisions previously available to control the import of source plan row data. For example, suppose you want to import tasks and milestones into OnePager that have start dates before a certain date. With the Conditional Import Filters you can create a rule that tells OnePager specifically which tasks and milestones to import. When the Conditional Import Filters rule is enabled, OnePager only imports those tasks and milestones that meet the conditions set forth in the rule. The articles in this Conditional Import Filters series explain how you can use Conditional Import Filters to simplify the import of source plan task and milestone data into OnePager and increase your flexibility for selecting tasks and milestones to appear in your chart.

Links to Conditional Import Filters Detailed Articles

The links immediately below access detailed information on how to use Conditional Import Filters to control the import of source plan row data presented to your OnePager Pro or Express applications:

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

Understanding Charts and Snapshots for OnePager Pro

Understanding Charts and Snapshots for OnePager Express

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