Edit columns in data items before syncing

Owned by Helen Gosper
Last updated: Dec 03, 2023 by Denise McGettigan

When you are adding a file to Sync, before you run the sync process, you have the option to:

  • Edit a column, such as rename a heading, change the data type (text, number, date/time, boolean, unicode) and set a field length.

  • Disable a column, to temporarily remove it from the sync process. This option is suitable when you have very large data sets where not every column is required, as it makes sense to only sync the columns that you want to see in Phocas.

If you are adding a new file, click the Edit button in the Add File window. If you have already added the file, double-click the file in the Data Item tab to open the Edit File window, then click the Edit button.

Make your changes, or to disable a column, clear (uncheck) the Enabled checkbox, then click Save.

After you save the file, an asterisk displays in the Edit Columns column in the Data Items tab.