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John Cardinal
2022-03-26 00:07:16 +00:00
parent b1f7f9de3d
commit f6b5eff572
1 changed files with 8 additions and 7 deletions
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15
docs/8.0/ayanova/docs/adm-import.md
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@@ -24,9 +24,11 @@ From the `Administration` navigation pane select `Import` navigation item.
Checkmarking "Import new records" indicates you want to **import** unmatched records into AyaNova.
AyaNova will attempt to match the import records to existing records in the AyaNova database by comparing the "key" field (identified in each objects import specifications). Usually the key field will be the `Name` field but in some casea may be another field that is the primary unique identifier for that record type.
AyaNova will attempt to match the import records to existing records in the AyaNova database by comparing the "key" field (identified in each objects [import specifications](#import-specifications)).
The key field much match exactly, case and spelling matter.
Usually the key field will be the `Name` field but in some cases it may be another field that is the primary unique identifier for that record type.
The key field must match exactly, case and spelling matter.
If no existing record matches the key field then that record will be submitted to the business object `create` handler for validation and saving. This is the exact same process used when you manually edit and save a form in AyaNova which ensures all business and validation rules are checked.
@@ -34,9 +36,6 @@ If no errors are found then the record is saved into the database and a success
If errors are found during validation no save is made and the error message is added to the results list displayed in the Import form once import has completed.
Non matching by key field specified, if not found (any difference in spelling or case) will attempt to import.
Uses same code as entering in form so any errors will be returned and are same as ones displayedin form for validation.
### Import items are automatically tagged
To make it easier to identify and if necessary mass delete imported records (for example if a mistake was found), imported records are automatically tagged with a unique time-stamped import tag. The time stamp is the same for that entire batch imported at once making them easy to identify.
@@ -53,9 +52,11 @@ You can easily remove the tag later if desired by using the [bulk tagger extensi
Checkmarking "Update existing records" indicates you want to **update** matched records in AyaNova.
AyaNova will attempt to match the records in the import file to existing records in the AyaNova database by comparing the "key" field (identified in each objects import specifications). Usually the key field will be the `Name` field or whichever field is the primary unique identifier for that record type.
AyaNova will attempt to match the records in the import file to existing records in the AyaNova database by comparing the "key" field (identified in each objects import specifications).
The key field much match exactly, case and spelling matter.
Usually the key field will be the `Name` field but in some cases it may be another field that is the primary unique identifier for that record type.
The key field must match exactly, case and spelling matter.
If an existing record matches the key field then that record will be submitted to the business object `update` handler for updating then validation and saving. This is the exact same process used when you manually edit and save a form in AyaNova which ensures all business and validation rules are checked.