Data Import

Added the ability to import files (Excel) into the system using a template. As a result of data processing, cards of the selected type are created in the system.

Data Import into a Journal

There can be multiple import configurations for a single journal.

The default configuration is discussed below.

In the journal, click the Import (1) button, which has available selection options (2):

../../_images/ex_03_1.png

Click (3) to download the Excel template. The template contains all fields defined in the journal.

../../_images/ex_04.png

Fill in the file fields, save:

../../_images/ex_05.png

Upload the completed file to the system:

../../_images/ex_06.png

The data processing progress will be shown at the bottom of the journal:

../../_images/ex_07_1.png

If an error occurs during data upload, a warning will be issued.

After the file processing is complete, the system will display a message about the process completion and status (Success/Error):

The uploaded data in the journal - created cards that can be opened, modified if necessary, and a business process can be started:

../../_images/ex_08.png

To create your own configuration, see Global Data Import

Importing Users and Groups

Additionally, users and groups can be loaded into the system using a pre-filled template.

Note

The procedure is described for users who are members of the ECOS Administrators (ECOS_ADMINISTRATORS) group.

Users

Go to the administrator workspace (1), in the journal Model - Users click the Import (2) button, which has available selection options (3):

../../_images/users_01.png

Click (4) to download the Excel template. The template contains all fields, just like on the new user creation card.

../../_images/users_02.png

Fill in the file fields, save:

../../_images/users_03.png

Mandatory fields, as on the creation form:

  • System Name

  • Email

  • Name

Upload the completed file to the system:

../../_images/users_04.png

The data processing progress will be shown at the bottom of the journal:

../../_images/users_05.png

If an error occurs during data upload, a warning will be issued.

Users will be loaded into the system:

../../_images/users_06.png

Groups

Go to the administrator workspace, in the journal Model - Groups:

../../_images/groups_01.png

File template:

../../_images/groups_02.png

Further actions are similar to those for users.

Mandatory fields, as on the creation form:

  • Group ID

  • Group Name