Incident Template Import not working

Ryan S
Kilo Sage

‎01-03-2023 02:35 PM

I'm trying to bulk import incident templates to the sys_template table and it won't work properly. Hoping someone has some ideas. Latest Tokyo patch.

 

I first tried the basic import process utilizing the system-generated Excel template (including all fields). The Excel file that was generated did not include all fields though. I then exported to Excel the existing Incident templates, changed up the data and reimported (insert records). The records are inserted but the 'template' field doesn't import. I'm guessing that's because the 'table' field won't import either. What I was able to make work was exporting the sys_template records to xml, opening that in Excel so I can then replace the data with the data I want to import, then export that back to xml to be imported. Not too difficult but I should have been able to do a basic Excel import.

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Community Alums
Not applicable

‎01-30-2023 12:27 PM

Ryan,

 

I just successfully did a test import this is what I had to do

 

target.template = 'facility_name=' + source.facility_name + '^room_number=' + source.room_number + '^EQ'

 

I got this from this forum post 

When I created my transform map I created an OnBefore and used this to map the table

target.table = "sn_customerservice_case";

 

Then the field maps included a script that pointed to template

 

target.template = 'comments=' + source.u_content + '^product_line=' + source.u_product_line + '^product=' + source.u_product_name + '^EQ';

 

Make sure you enter the '^ before each field and end with '^EQ' 

 

I hope this helps

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