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Upload Approval Maps instead of setting up on screen

  • 29 December 2021
  • 8 replies
  • 289 views

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Hi. 

We have a client requiring setting up of approval maps for 156 branches for 12 modules 

  1. 2 tier (preparer → reviewer)
  2. 3-tier (preparer → reviewer → approver)

with conditions and rule actions. 

We believed we can expedite by either using import scenario or, worst case scenario,do a direct SQL.

Anyone encounter such experience before?

 

Thanks in advance.

 

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Best answer by vkumar 29 December 2021, 10:46

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8 replies

Userlevel 7
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Hi @saiful murad 

Here are the instructions to import Approval map.

Approval Maps imports require 3 import scenarios - for Steps, Rules, and Conditions.

 

1. Import Steps (Top-Level Nodes)

  • Data about Approval Map - it has name and EntityType of whole approval map - it must be the same for all lines in excel
  • Action to add a step into the tree - it simply calls this action in DAC:
  • Simple fields related to each Step
  • Save - don't forget to call it

 

2. Import Rules (Low-Level Nodes)

  • Name of the map - it must be the same as for data in the previous scenario (no EntityType, because we need just to find a map - not change it)
  • Path - this path to find nodes added in the previous step. Because they are Top-Level it is just names of Steps
  • The similar action as AddStep. In other graphs with the tree, it could be only one action, because all nodes are the same (there is little difference between them despite the fact they are the same DAC)

 

3. Import Conditions (Heterogeneous data for Nodes)

  • This is a required parameter to find the required node, without it, import could find only Top-Level entity. It is presented in the graph as a parameter for delegate: 
    it is automatically filled with current NodeID. Here could be some problems with other graphs, so if Path is not working find similar View/Delegate in your graphs first. Value in Import Scenario fills automatically after adding <Parameter: RuleID> into fields.
  • Path - this path points to Rules, so it filled in import scenario in the following format: "StepID/RuleID"

 

Hope this helps,

Regards,

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Thanks @vkumar . Can you share the XML files for all 3 you mentioned please?

Userlevel 7
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Hi @saiful murad 

I have pulled this information from our  repository. I don't have the xml and also have not used it recently. You will have to build it from scratch.

Regards,

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Noted. Thank you once again @vkumar .

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Hi @vkumar ,

 

I have build the XMLs from scratch. 

Would like you to review the content if you don’t mind.

Thanks in advance.

Userlevel 7
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Hi @saiful murad 

Sure, will do.

Regards,

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@vkumar ,

Was wondering how to prep the Excel for the import scenario?

1 Excel file with 3 sheets - Step, Rule, Condition?

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Hi @saiful murad 

Sure, will do.

Regards,

@vkumar,

Was wondering how to prep the Excel for the import scenario?

1 Excel file with 3 sheets - Step, Rule, Condition?

Hi @vkumar,

Any update on the above?

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