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‎11-01-2018 05:38 AM
hi All,
We are trying to import/load standard change templates in bulk and we have encountered a problem in importing
Is there any way to import the Change Request Value fields while doing a bulk import.
Solved! Go to Solution.
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‎01-08-2019 05:10 AM
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:
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:
If it is missing you can click "New" and create the mapping:
Once the transform map is ready you can load the data in the 'normal' way.
Search for "Load data" in the navigator:
Click on the module and fill out the details:
Then Submit.
On the next screen you can click on "Loaded data to check that the query has been loaded in:
You might need to use the cog to add the change request field to the list view.
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.
There should only be one transform map already selected:
Then click "Transform". You can click into the import set to check the status but that should be it.
Let me know if you have any questions.
Mark this as correct and solved if this helped.
Shaun
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‎01-08-2019 05:10 AM
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:
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:
If it is missing you can click "New" and create the mapping:
Once the transform map is ready you can load the data in the 'normal' way.
Search for "Load data" in the navigator:
Click on the module and fill out the details:
Then Submit.
On the next screen you can click on "Loaded data to check that the query has been loaded in:
You might need to use the cog to add the change request field to the list view.
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.
There should only be one transform map already selected:
Then click "Transform". You can click into the import set to check the status but that should be it.
Let me know if you have any questions.
Mark this as correct and solved if this helped.
Shaun
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‎04-10-2019 09:19 AM
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
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‎11-17-2021 05:11 AM
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
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‎11-13-2024 10:20 PM
Hi , Were you able to resolve this ? I am also facing the same issue. Only Short Description and Description.