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Import Trait and its Validation Rule

Overview

Import Trait Wizard can be used to import Traits as well as their validation rules.

Click here to read important note on importing data.

Required Column to import data

Following table list required columns for each import options:

Import Option Required columns in the source file
Import Traits TraitName, TraitCaption, TraitDescription, TraitDataType, TraitValueMaxLength
Import Validation Rule of Traits
for one or more Sub-system		 TraitName, SubSystemName, TraitValRule, TraitValRuleErrMsg

First Page of Import Trait Wizard

This wizard can be activated using [ Task > System > Manage Trait > Record > Import Trait ]. It has following options:
The first page of the import wizard changes as per the selected option (above) but the second page is same for all the options.

Import Traits

This option can be used to import Location from the source file.
Illustrative snapshot:
First page of Import Traits (Click it to change its size)
  1. Select the [ Import Traits ] option.
  2. Select source file to import Traits.
  3. Map column names used in spreadsheet with column name of the database.
When [ Save Trait into database ] is clicked after [ Preview ], following messages may appear:
Importing Trait Alias Alert
       
Suggestion: If the aliases in the source file are separated by comma, then click on [ Yes ] otherwise Click [ No ] and correct the alias separator in the  source file
Insert Empty/Blank Validation Rules for Imported Trait

Suggestion: If the source file does NOT have validation rule for any column, click on [ Yes ] which instruct Katmandoo to insert blank/empty validation rules for the imported Traits for all the Sub-systems in the database.

Import Validation Rule of Traits for one or more Sub-system

This option can be used to import Validation Rule of Traits for one or more Sub-system from the source file.
Illustrative snapshot:
First page of Import Validation Rules for Imported Traits (Click it to change its size)
  1. Select the [ Import Validation Rule of Traits for one or more Sub-system ] option.
  2. Select source file to import Validation Rule of Traits.
  3. To ensure that the validation rules being imported also validate existing data, tick this checkbox. But if you're sure the validation rules are all right then you can uncheck it.
  4. Map column names used in spreadsheet with column name of the database.
On [ Preview ] following message appears:
Insert Validation Rules of Imported Trait for All the Sub-systems in the database.

Suggestion: If validation rule of the Traits in the source file is same for all the Sub-system, click on [ Yes ] which instruct Katmandoo to copy the validation rules of the imported column for all the Sub-systems in the database. Click [ No ] to import validation rules of the Traits for the Sub-system in the source file only.

Second (Preview) Page of Import Trait Wizard

The default order of columns displayed can be changed by editing the column list of the Misc Group

Import Option Misc Group Name
Import Traits TraitSetupDatagrid
Import Validation Rule of Traits
for one or more Sub-system		 ColumnNamesForImportTraitSubSystemDataGrid
Click here for Illustrative snapshot.

See Also