Template:SMS Select New Online Source Workflow: Difference between revisions

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:#Select an existing source.
:#Select an existing source in the ''Select Data Source'' list.
:#Click '''Duplicate Source'''.
:#Click [[Import_from_Web#Advanced_Options|'''Duplicate Source''']].
:#Select the new duplicate source and click the '''Edit Source''' button.
:#Select the new duplicate source and click the [[Import_from_Web#Advanced_Options|'''Edit Source''']] button.
:#Use the ''Add New Source'' dialog to make changes to the source.
:#Use the '[[Import_from_Web#Advanced_Options|'Add New Source'']] dialog to make changes to the source.
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:#Click the '''Add New Source''' button.
:#Click the [[Import_from_Web#Advanced_Options|'''Add New Source''']] button.
:#Use the ''Add New Source'' dialog to define the source.
:#Use the [[Import_from_Web#Advanced_Options|''Add New Source'']] dialog to define the source.
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:#Click the '''Add Source From File''' button.
:#Click the [[Import_from_Web#Advanced_Options|'''Add Source From File''']] button.
:#Use the browser to locate and import a CSV file with online source definition.
:#Use the browser to locate and import a CSV file with online source definition.
|}<noinclude>[[Category:SMS Import Workflow Templates|online]]</noinclude>
|}<noinclude>[[Category:SMS Import Workflow Templates|online]]</noinclude>

Revision as of 21:08, 14 June 2019

1. Modify an existing source.
  1. Select an existing source in the Select Data Source list.
  2. Click Duplicate Source.
  3. Select the new duplicate source and click the Edit Source button.
  4. Use the ''Add New Source dialog to make changes to the source.
2. Add a new source.
  1. Click the Add New Source button.
  2. Use the Add New Source dialog to define the source.
3. Add a source from a file.
  1. Click the Add Source From File button.
  2. Use the browser to locate and import a CSV file with online source definition.
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