Does Bulk load/import of standard change templates copy all the fields in the template

Madhura5
Tera Contributor

hi All,

We are trying to import/load standard change templates in bulk and we have encountered a problem in importing 

find_real_file.png

Is there any way to import the Change Request Value fields while doing a bulk import.

 

 

1 ACCEPTED SOLUTION

Shaun Hillier
Kilo Guru

Yes, you can load the Change request values in. They are stored as an encoded query in the format:

short_description=test^description=test2

You can add these to the excel input as normal:

find_real_file.png

You can load the excel template in.

However I did notice some odd behavior the first time I did this using "Easy import" (Right click import), the transform map created didn't set up a map for the Change Request values field. However this is easy to add in. First check that the transform map is created:

[Your Instance]/sys_transform_map_list.do?sysparm_query=target_table%3Dstd_change_proposal

 Then click into the record and scroll down to the Field Maps related list. There should be a mapping for:

find_real_file.png

If it is missing you can click "New" and create the mapping:

find_real_file.png

Once the transform map is ready you can load the data in the 'normal' way.

Search for "Load data" in the navigator:

find_real_file.png

Click on the module and fill out the details:

find_real_file.png

 

Then Submit.

On the next screen you can click on "Loaded data to check that the query has been loaded in:

find_real_file.png

You might need to use the cog to add the change request field to the list view.

 

 find_real_file.png

If it isn't then there could be some bad characters in your excel file. 

If there is then you are ready to transform. Click back to the previous screen and then click transform.

find_real_file.png

There should only be one transform map already selected:

find_real_file.png

 

Then click "Transform". You can click into the import set to check the status but that should be it.

find_real_file.png

 

Let me know if you have any questions.

Mark this as correct and solved if this helped.

Shaun

View solution in original post

5 REPLIES 5

Shaun Hillier
Kilo Guru

Yes, you can load the Change request values in. They are stored as an encoded query in the format:

short_description=test^description=test2

You can add these to the excel input as normal:

find_real_file.png

You can load the excel template in.

However I did notice some odd behavior the first time I did this using "Easy import" (Right click import), the transform map created didn't set up a map for the Change Request values field. However this is easy to add in. First check that the transform map is created:

[Your Instance]/sys_transform_map_list.do?sysparm_query=target_table%3Dstd_change_proposal

 Then click into the record and scroll down to the Field Maps related list. There should be a mapping for:

find_real_file.png

If it is missing you can click "New" and create the mapping:

find_real_file.png

Once the transform map is ready you can load the data in the 'normal' way.

Search for "Load data" in the navigator:

find_real_file.png

Click on the module and fill out the details:

find_real_file.png

 

Then Submit.

On the next screen you can click on "Loaded data to check that the query has been loaded in:

find_real_file.png

You might need to use the cog to add the change request field to the list view.

 

 find_real_file.png

If it isn't then there could be some bad characters in your excel file. 

If there is then you are ready to transform. Click back to the previous screen and then click transform.

find_real_file.png

There should only be one transform map already selected:

find_real_file.png

 

Then click "Transform". You can click into the import set to check the status but that should be it.

find_real_file.png

 

Let me know if you have any questions.

Mark this as correct and solved if this helped.

Shaun

Hi , 

 

This helped in creating the change template. I do have a query - Can we map the Change task values for these change proposals by same way. IF yes how is it possible.

Thanks,

Snehal K

Hey Shaun, 

Thanks for the solution.

I'm only able to populate short description and description in the change request values, I added all the other fields as below, but only these 2 fields are populating, please review.

short_description=Imported short description^description=Imported Description^implementation_plan=Imported Implementation Plan^backout_plan=Imported backout plan^test_plan=Imported Test Plan^assignment_group=a715cd759f2002002920bde8132e7018^justification=Imported Justification^risk_impact_analysis=Imported Risk Analysys^EQ

 

Hi , Were you able to resolve this ? I am also facing the same issue. Only Short Description and Description.