Hey Everyone,
This articles explains how to bulk import the standard change templates using transform maps.
The target table used is "std_change_proposal" Standard Change Proposal table.
To download the templates of any particular table follow the below steps:
Step 1: Navigate to Standard Change Proposal tables list view
Step 2: Right click on the column header
Step 3: Click on Import option
Step 4: Check "Include all fields in the template? "
Step 5: Click the "Create Excel Template" button.
Step 6: An "Export Complete" pop-up will show in a few sec, click "Download"
Create an import set table and follow the below steps:
Step 1: Create a Transform Map with below inputs:
Step 2: Click Auto Map Matching Fields
Step 3: Create a Field Map for Change Request Values as Source Field: Change request values and Target Field: Change request values, If its not available in the list.
Step 4: Coalesce the number field and any other field if required!
Open the downloaded excel sheet, change the headers to match the transform maps fields names eg. number is u_number etc.
before you fill in the your data in the template, download/ export any of the existing [std_change_proposal] standard change proposal record from the list view>export and keep it handy.
Important:
To load the Change Request Values use the below format:
short_description=Test^description=Test^implementation_plan=Test^backout_plan=Test^test_plan=Test^type=standard
Open the exported excel sample record of a standard change proposal > select the whole row> copy it in the sheet 2 of your template excel> select the whole row again > click on format painter > go back to your template sheet > apply to all of your filled in template data.
If you miss the above procedure it's highly likely to get empty values in your Change Request Values.
Now Navigate to Load Data > Select your existing import set table > Choose your template file > Transform the data using your transform map.
Voila!! your templates are imported!!
I'm yet to investigate a way to check if its possible with 'std_change_record_producer' table. Let me know if you have any clues on it.
I've used the below references from the community to put together this article:
Does Bulk load/import of standard change templates copy all the fields in the template :
Thanks a bunch for your answer Shaun!
Please let me know if I can improve this article in any ways.
Regards,
Laukik
