You can import bullet lists from an Excel file using the import wizard. This process is similar to the process of importing job data except for a few variations.
It is recommended to test this feature with a sample data before importing the actual data.
To create an import excel file
The first step is to create a template of an Excel file to be used in the import process.
1. Create a template by exporting the required bullet lists to Excel.
For the steps, refer to the section, To export bullet lists to excel in the article, “Exporting Jobs.”
2. Use this Excel file and perform the following tasks:
a. Delete rows that are not required.
b. Modify data in existing rows.
c. Add new rows with the same data, increment the RowNum.
The following points are to be noted:
If the column that is modified is derived from a choice list, use an exact (case sensitive) value from the choice list for that field to replace the existing value.
All rows for a job should be grouped together. If you wish to add new rows, they need to be added to the existing section for that job (if it already contains bullet list data). If it is not already listed in the export file, a new row with that job code or job description name may be added, with all relevant bullet list rows.
Only the fields that are changing shall be entered in a job (usually text fields and list). For a job that does not currently exist in the spreadsheet, add a new row with the JobDescName, JobDescID, and Job code from JDX.
RowNumber is an incremental count of rows within a job. The count should start over for each job in the spreadsheet. If unknown, enter * in the spreadsheet for each row. This will automatically number the rows as they import. It works for adding rows when rows already exist and replacing rows. The Name field can be left blank for new rows.
To import bullet lists from an excel file
1. Navigate to the Job Management tab.
2. On the Import menu, click Import Bullet Lists from Excel.
This displays the Import Bullet List Data from Excel screen.
For further steps, refer to the article, “Understanding the Import Wizard Parameters.”
3. Click Next.
This displays the following screen:
For information on this screen, refer to the article, “Understanding the Import Wizard.”
4. Click Next.
This displays the following screen:
a. Select the bullet list in Select Bullet List to update list which you wish to update.
b. Click Set Bullet Rows Options.
This displays the Reference Bullet List Import Options dialog box:
c. Select the Replace Existing Rows check box to remove the existing bullet rows from the import file.
This replaces the bullet list rows in the job with the rows in the import file. If this check box is not selected, the imported rows are added to the existing bullet list rows.
For information on the remaining options, refer to the article, “Understanding the Import Wizard.”
d. Click Save and Close.
5. Click Next.
This displays the following screen:
For information on this screen, refer to the article, “Understanding the Import Wizard.”
6. Click Next.
This displays the following screen:
For information on this screen, refer to the article, “Understanding the Import Wizard.”
7. Click Next.
8. Select the Run In Preview Mode check box if you wish to run the import in preview mode.
The preview mode is used to run the import process in preview mode (without affecting the data). For further information on this screen, refer to the article, “Understanding the Import Wizard.”
9. Click Run Import.
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