Upload Company Tree instead of setting up on screen

Hello @saiful murad 

In addition to scenario provided by Vijay’s, there is also a step-by-step guide for another form having a tree structure, Budget Configuration. See 

knowledge base article for reference.

Thank You so much @vkumar and @Irina 

Hi @vkumar ,

I downloaded both XML and XLS.  When i tried to import the XML into Import Scenarios [SM.20.60.25],

it gave me the error below:

'<', hexadecimal value 0x3c,is an invalid attribute character. Line157, position 112.

Got it sorted @vkumar 

Hi @saiful murad 

It worked when I did not map the user column at my end. I will test this further. Will take some time though. 

Regards,

Hi @vkumar ,

Its ok. I got it resolved.  Thanks.

Hi @saiful murad 

Nice, if you have made further changes on the scenario, do upload your xml here. Will be useful.

Regards,

I just reopened your XML file and save using XML Editor.

@saiful murad, nice! 

Happy Holidays,

Regards,

@Irina The link you posted to a step-by-step guide for another form having a tree structure, Budget Configuration appears to be invalid. I’m not able to access the guide.  Can you provide a valid link?

Hi, @vkumar @Irina is there an updated version of the scenario, link provided is not working on 2023r2 version

Hola @shelsantillan96 , did you ever get the Company Tree Import working? I am trying to do the same right now, and cant seem to make the scenario that is mention on this thread, as the screen is different on 2024R1

@martingaxiola the scenario didn’t work, I needed the help of a developer to create an automation for Company Tree.

@martingaxiola I am not seeing any changes in the company tree form. Please note that tree import is case sensitive, make sure that the node to which you’re importing is written exactly as on the form.