Description: This solution describes how to link a proposal to an action during import
Proposals are linked to actions by their Proposal Name.
Include a column in the data file for the Proposal Name, and map it to Record Type = Action and Value Type = Proposal.
The proposal and action can be imported at the same time. If there isn't a column for the proposal name in the action, a virtual column can be set up to copy the proposal name.
For more information on virtual columns, please see this solution.
Please use the following link to locate the ImportOmatic User Guide for additional information.