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Upload Company Tree instead of setting up on screen

  • 30 December 2021
  • 14 replies
  • 713 views

Hi. 

We have a client requiring setting up of company tree for 156 branches.

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.

14 replies

Userlevel 7
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Hi @saiful murad 

Refer to attached sample scenario xml file. Hope this helps.
Regards,

Userlevel 7
Badge +8

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.

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Thank You so much @vkumar and @Irina 

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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.

 

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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 

Userlevel 7
Badge +11

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,

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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.

Userlevel 7
Badge +11

Hi @saiful murad 

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

Regards,

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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.

Userlevel 7
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@saiful murad, nice! 

Happy Holidays,

Regards,

Userlevel 3
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@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?

Userlevel 2
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Hi, @vkumar @Irina is there an updated version of the scenario, link provided is not working on 2023r2 version

Userlevel 5
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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

 

Userlevel 2
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@martingaxiola the scenario didn’t work, I needed the help of a developer to create an automation for Company Tree.

 

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