Import

The Import action is used to create several resources and apply parameters read from a file. It allows to use *.prs, *.tbl, *.csv, as well as some other file types as a source. It’s also possible to tune mappings between parameters found in an imported file and variables/fields of resources being imported.

Action Flow:

  • [Optional] Specify import options, if any options are available for the format of the selected file.

  • Data is now read from the file and converted to a Data Table.

  • Review the data to be imported.

  • Map properties of resources to be created to the fields of imported Data Table (file). The Source/Expression field can contain a field selected from the list or manually entered expression referring to one or more fields and/or making necessary type/value conversions.

The system does its best to figure out the suitable mappings based on field names and descriptions. In most cases, only some of the mappings would need to be specified manually.

Example 1: To convert a phone field into international format during import, you may specify the following Source/Expression (for US phone numbers): "+1" + {phone}

Example 2: You may want to use a comments field of the created resources to note the date of import. In this case Source/Expression will not contain any references to the imported data fields, but will be simply something like: format(now(), "d MMM yyyy HH:mm:ss")

  • The system starts processing every record of an imported Data Table (file). A new resource is created first, with the name specified by the Name field mapping. After that, all mappings are processed and properties of the newly created resource are updated.

  • A status report is shown to the user. It contains a list of the created objects along with any errors which occurred during the import process.

Action Name:

import

Action Icon:

Non-Interactive Mode:

Not Supported

Permissions:

Accessible at Manager permission level

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