Custom Fields Data List

[Joofy]

Our initial Concur Expense setup & configuration we created mulit - level custom fields.

Until June 26 changes to these lists were made manually, however to aid in this I would select Import List and download the List Import Template which would show me all items in the lists.

In June 26 I created a new list, downloaded the template, and then uploaded (imported) a file with just the new list items.

Now when I select Import List and download the List Import Template there is no data.

Have I broken something?

We need to do large clean up of our lists - is there any way to get an listing of all our custom list items?

Thanks

[samasuraj]

Hi @Joofy 

Topic: Custom Fields Data List

Please check the below. Hope this helps.

-----

You have not broken anything.

The List Import Template is used for importing list data and not a complete export of existing list entries.

Check:

1. Navigate to Administration → Expense → List Management.
2. Check whether an Export/Download option is available for the relevant list.
3. For multi-level lists, ensure the export includes all hierarchy levels, codes, and values.
4. If no export option exists, contact SAP Concur Support to confirm the supported method for extracting the complete list data.

Avoid uploading a replacement file until you confirm the import process adds, updates, or deactivates the existing entries.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[PoojaKumatkar]

Hi @Joofy ,

There is currently no option to export list items directly from List Management.

However, if required, the list items can be exported by creating a custom report in Cognos.

If you are unable to view the screenshots attached in my response here,  then please refer to my solution provided in the similar community post below.

https://community.concur.com/t5/General/Exporting-from-List-Management/m-p/96191#M6189

Role Required - Cognos Professional Author

Note: Role assignments typically take up to 24 hours to reflect in the system.

1. Click on Content folder >> click on New + button (top right corner) >> Click on Report >> click on Create button

2. Select a Source + (left hand side pane blue button) >> pop up window appears >> select Concur Data warehouse >> click on Open button

3.  From the middle pane select a widget type "List" >> pop up window >> click ok

4. From left side pane >> expense "Expense" folder >> Expand "Lists" folder >> Expand "Custom and Connect Lists" folder 

5. Drag and drop fields - List, List Item, List Item Short Code, List Level (optional and if list is connected list), List Item Deleted Flag (optional)

6. Once drag in table >> select List column header and apply filter to search for the list name.

If this answers your query, then please mark solution as accepted.

[KevinD]

@PoojaKumatkar this customer is on our Standard platform which does allow downloading current list items when downloading the List Import Template. 

[KevinD]

@Joofy what is strange is that your first two custom fields that are connected does download correctly with all the list items. You might want to submit a Help ticket to Concur Support so they can look into this. I'm not sure why the second set of custom fields isn't downloading.