Need to import Categories and Subcategories..

[ganesht]

Hi Guys I have Category and Subcategories field in problem and Subcategories are dependent upon Categories..I need to import them to Change..How Can we do that and I want to know whether we can get Dependency.???

[Chuck Tomasi]

This may help. The basic suggestion is to do two imports. It's easier to debug.

Re: Import Category and Sub-Category

[Pradeep Sharma]

Just to add, here is the link to video you may find helpful.

https://www.youtube.com/watch?v=OPAm9EkFxZs

[nehapateria]

Hi Ganesht,

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

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.

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

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

6) Click on 'Preview Imported Data' button.

7) Click on 'Complete Import' button.

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

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.

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

Thanks

[ganesht]

I am trying to import it form Problem to Change..But the Category field name are different..Let say Category is Column name for change..Where as in problem its u_category

[Chuck Tomasi]

So you just want the categories and subcategories to match between the two?

You can do this. I use it all the time. The values will match even though the field names may not.

Reuse a choice list