How can I setup "Dependent on field" when importing Category and Subcategory?

Kento Takahashi
Giga Contributor

Hi all,

 

I would like to import Category and Subcategory of Incident by importing Excel sheet.

How can I map Category and Subcategory?

Excel sheet is like below.

CategorySubcategory

Category1

Subcategory1
Category1Subcategory2
Category2Subcategory3
Category2Subcategory4

 

Thanks

1 ACCEPTED SOLUTION

User177031
Kilo Guru

Hi Kento,

1. You need to import the Category in one excel sheet.

2. Then copy the choices of category and map them to related sub category on dependent field in the second excel sheet.

3. Import the second excel sheet once you map them to subcategory in excel sheet.

 

Also make sure Sub category field is set as dependent to Category on dictionary form.

 

Refer to attached file.

View solution in original post

3 REPLIES 3

Vishal Khandve
Kilo Sage

create two excel- one for category and import it in sys_choice table.(go to sys_choice table list view> right click>import> add excel> upadet > preview> complete import)

 

find_real_file.png

 

create another excel for subcategory and import in sys_choice table.(same for subcategory)

 

find_real_file.png

 

Thank you,

vishal

User177031
Kilo Guru

Hi Kento,

1. You need to import the Category in one excel sheet.

2. Then copy the choices of category and map them to related sub category on dependent field in the second excel sheet.

3. Import the second excel sheet once you map them to subcategory in excel sheet.

 

Also make sure Sub category field is set as dependent to Category on dictionary form.

 

Refer to attached file.

Rahul Kumar17
Tera Guru

hi

 

Yes you can do this. Steps for Importing the Subcategories are mentioned below:-

 

1) Got to System Definition -> Choice Lists

 

2) Right click on the List and select Import

 

find_real_file.png

 

3) You will be redirected to 'Import external data into Choice' window. Select 'Insert' value in the 'Insert or Update' field and then click on the 'Create Excel Template' button.

 

 

 

find_real_file.png

 

4) Download the sys_choice.xls and fill up the sheet. For Example: -

 

find_real_file.png

 

5) Choose the filled sys_choice.xls file and click on 'Upload Data' button.

 

find_real_file.png

 

6) Click on 'Preview Imported Data' button.

 

find_real_file.png

 

7) Click on 'Complete Import' button.

 

find_real_file.png

 

😎 Once import is completely done then enter the Table name.   I chose 'incident' table.

 

 

 

find_real_file.png

 

9) Check the relevant form. Since I had chosen 'incident' table in Step 8 so I am checking Incident form. In step 4, the Dependent Value in the xls is 'hardware' so I am selecting Category as Hardware. Then check the Subcategories i.e. Test SubCategory100 and so on as per the column 'Label' in the xls in Step 4.

 

 

 

find_real_file.png

 

 

 

Likewise, you can import Categories. Just leave the Dependent Value column as <blank> in the XLS on Step 4.

Thanks

If my response helped please mark it correct and close the thread.

Thanks,
Rahul Kumar