This import method creates or updates role query relations based on item names stored in an excel sheet.
The related norm, reason code, variant and logical system can be imported as well.
The import will do a look up of the item. The role name, query name, norm name and reason code name must be found in the database.
When a role and query exist in the concept and the relation does not exist yet, the link is inserted and thus a row is added to the role query norm relations view. Norm and Reason code can get null values if not supplied, but must exists when there is a value.
Non-existent norm or reason code will render the row invalid.
When the role and query exist, and the relations exist, an update of the norm, reason code and variant is done, if it has a valid value.
Filename - buttons.
Excel file location: select an excel file from which the role query relations can be read.
Map: the Map button tries to find a link (similar name) between the Excel header names and the role query relation field names.
When a link is found between a cell value and a table field, it is added to the drop down list of the combo box.
The combo value can be changed, in case no link was found, or the guessed link is incorrect.
Each combo can be set to nothing. The column it represents will not be taken into account.
Relations: the Relations button creates the valid rows. Invalid rows - if any - are shown in a grid.
A row is valid when the selected items exist in the database, that is, the Role name must be an existing role in the database, the Query name must be an existing query in the database, Norm and Reason code must exist when they have a value.
Empty excel row cells for Norm and Reason code become Null values in the database.
The number of rows added and updated, the number of unaccounted rows and the number of duplicate rows is shown in a message box after processing and saving the rows. The same message can be found in the Accelerator log file.
Added rows and updates are automatically refreshed in the Role query norm relations grid.
Rows that are not valid or not accounted for, are shown in the Unaccounted rows grid that is show automatically.
A row is a duplicate row when the same row name query name combination is found a second time in the Excel sheet.
Duplicate rows are logged and its values can be found in the Accelerator log file.
Skip rows: a spin button tells how many rows are skipped.
When a map is found between table field names and the Excel sheet header names, the spin button is automatically set to 1 (when still 0). This is the only automatic change of the spin button value - skipping the (assumed) Excel sheet header row.
The skip rows spin button value can always be changed by the user.
Unaccounted rows.
The unaccounted rows grid shows the name of the items (role name, query name, ...), the Save checkbox and an Information field that tells why the row is unaccounted for.
The Save checkbox gets checks once the row is valid (all items can be found in the database) and gets unchecked when the row becomes invalid.
The Information field is cleared of text once the row becomes valid.
An invalid row has text in the information field about the item(s) involved in rendering the row invalid.
These are the only two fields that cannot be edited in the grid.
When the grid with Unaccounted rows appears, the Relations button is replaced with a Save button.
The Save button saves all valid rows in the grid, that is, all rows that have the Save checkbox on.
The Skip rows spin button value is reset to zero, but the user can skip rows in the unaccounted grid as well.
After saving, a message will show the number of rows added or updated. The saved rows are removed from the unaccounted grid, and the grid is again available for the user to edit. Again valid rows can be created and saved.
The invalid rows can be exported to the regular export formats : Excel, Pdf, Xml.
Or, the grid content can be send to the printer directly.
Reset.
The mapping of fields in the combo boxes cannot be changed.
The file name cannot be changed.
The Reset button clears all but the file name and brings the form back to its starting point.
This document is up to date with version 11.1.10.20 of CSI Accelerator