Import Lines

Overview

The Add Matrix Lines page is a dialog used to populate a user's Information Matrix working set by selecting which BC records should be added to — or removed from — the matrix. Users define one or more field-based filter rows to narrow down which records from the source table are affected, then trigger the Add Lines or Remove Lines action. The filters work together as a combined AND condition, and the result is applied directly to the current user's matrix rows for the relevant table.

A saved filter template (configured separately in the Add Matrix Line Template page) can be loaded to pre-fill the filter rows, saving time when the same record selection is used repeatedly.

When Is This Page Used

This page is opened via the Import Lines action in the Information Matrix (Shift+Ctrl+I). Users open it whenever they need to add a specific set of records into their matrix working set — for example, all items belonging to a specific item category, all customers in a particular country, or a filtered set of vendors. It is also used to remove previously added records from the matrix when they are no longer needed in the working set.

Who Are Typical Users

Any user who works with the Information Matrix and needs to control which records appear in their personal matrix view. This includes product managers populating items for specification review, master data stewards selecting customers or vendors for bulk editing, and implementation consultants loading test data sets.

Accessing the Page

The page has no UsageCategory and is not searchable. It opens exclusively from the Information Matrix via the Import Lines action (shortcut Shift+Ctrl+I). The page is pre-filtered to the current user and the table type the Information Matrix was opened for — it is not possible to open it independently or for a different table.

Page Components

General Section

The General section shows the context of the current session and optionally loads a saved filter template.

Field	Purpose	Key Information
Table Name	The display name of the BC table this dialog is operating on (e.g. Item, Customer, Vendor).	Read-only. Set automatically from the table number passed in by the Information Matrix.
Template Code	An optional saved filter template that pre-fills the filter rows below.	Has a lookup that opens the Add Matrix Line Template list, filtered to the current table and the current user (including shared templates with a blank User ID). Selecting a template copies all its filter rows into the Filters subpage, replacing any existing filter rows.
Template Description	The description of the selected template.	Read-only, calculated from the Template Code.

Filters Subpage (Add Matrice Lines Filters)

The Filters subpage contains the filter rows that define which records are selected from the BC table. Each row adds one field-level filter, and all rows are combined as AND conditions when the Add or Remove action runs.

Field	Purpose	Key Information
Table Name	The display name of the table the filter applies to.	Read-only, auto-populated from the parent table context.
Field Name	The BC field to filter on.	Has a lookup that shows all fields of the source table. Validated against the table's field list — only real field names from that table are accepted. Changing Field Name clears the Field Filter value.
Field Filter	The filter value or expression to apply on the selected field.	Supports standard BC filter syntax (e.g. `A`, `10..20`, `<>0`). Has a lookup that opens the related table's lookup page for the selected field, allowing a value to be picked directly. The Field Name* must be set before Field Filter can be entered.

How filtering works: When Add Lines or Remove Lines is triggered, all filter rows are applied simultaneously to the source BC table using BC's standard RecordRef filter mechanism. Only records that match all defined filter rows are included in the operation. If no filter rows are defined, all records from the source table are selected — for large tables this may result in a confirmation prompt before the operation proceeds.

Actions

Action	What It Does	When to Use	Prerequisites
Add Lines	Queries the source BC table using all defined filter rows and inserts the matching records into the current user's Information Matrix working set. Records already present in the matrix are skipped (no duplicates). Shows a confirmation if more than 500 records will be processed. Displays a message with the count of records handled when complete.	When records need to be brought into the matrix for viewing or editing.	At least one filter row is recommended; without filters, all records from the table are selected.
Remove Lines	Queries the source BC table using all defined filter rows and deletes the matching records from the current user's Information Matrix working set. The source BC records themselves are not affected — only the matrix rows are removed. Shows a count of handled records when complete.	When previously imported records should be removed from the matrix working set.	Records to remove must already be present in the matrix.

Page	Relationship
Information Matrix	The page that opens Add Matrix Lines via the Import Lines action. Records added here appear as rows in the matrix.
Add Matrix Line Template	A list of saved filter templates. Templates store a set of pre-defined field/filter combinations for a specific table and can be loaded into the Template Code field to pre-fill the filter rows. Opening the Template Setup action from that page leads to the template's filter row configuration.