Exporting files in import format
 |
 |
The configuration described in this article is applicable to version 3.0 of the system. For the configuration of previous versions, click here.
Prerequisite
- SoftExpert Suite environment hosted in the cloud.
- Access to the creation screens that have the Create via import option.
- "AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
The resource that allows exporting a file in a format compatible with import facilitates the replication of data between environments, such as from validation to staging, and eliminates the need for manual adjustments, providing greater agility and precision.
This article presents the procedure for exporting and importing files. At the end, the screens that have the resource are listed.
Exporting a file
1. Access the menu in which you want to perform the export, according to the table presented.
2. Select a previously added reason.
3. Click on the Reports button.
4. Select the Export listing option.
5. Choose the Export in import format export format and click on Generate report.
6. Save the generated file.
The data export will follow the defined filter criteria. If no filter is applied, the entire dataset will be exported. The process may take a few minutes, depending on the volume of information.
Access the Screens that offer the feature topic to see the available screens.
Importing a file
1. Access the menu in which you want to perform the import, according to the table presented.
2. Expand the + Createbutton and then click on the Via import option.
3. Drag a file or use the select button to upload the file.
4. After uploading the file, the data to be imported will be displayed on the screen.
5. Click on Import records so that the records are processed and imported.
6. Click on Record details to check if the import was successful. If an import error occurs with any record, it is possible to export the records with errors, make the necessary adjustments, and import them again.
7. Click on the Close button.
8. The imported records will be shown on the list.
Screens in which the feature is available
Component |
Menu |
Administration |
Activity (AD001) |
Administration |
Reason (AD074) |
Administration |
Authority/Responsibility (AD023) |
Administration |
Experience (AD024) |
Administration |
Educational level (AD025) |
Administration |
Timestamp (AD050) |
Administration |
Defect (AD071) |
| Storeroom | Disposal/Treatment (STM043) |
| Storeroom | Storage type (STM044) |
Archive |
Physical record loan (AR039) |
Archive |
Content viewing (AR040) |
Archive |
Physical record copy (AR041) |
Asset |
Condition (AS057) |
Asset |
Cost type (AS058) |
Audit |
Auditor level (AU024) |
Audit |
Purpose (AU025) |
SPC |
Occurrence (SP017) |
Competence |
Verification method (CO022) |
Performance |
Critical success factor (ST003) |
Document |
Reason (DC047) |
Document |
Transmittal method (DC049) |
FMEA |
Action (FM008) |
Inspection |
Evaluation group (IP024) |
Supply |
Odor (SU028) |
Supply |
Color (SU029) |
Maintenance |
Meter setting value (MA018) |
Maintenance |
Activity classification (MA037) |
Maintenance |
Calibration variable (MA038) |
PDM |
Odor (IT033) |
PDM |
Color (IT034) |
Portfolio |
[Variable] (PF003) |
Portfolio |
Scenario (PF023) |
Process |
Critical success factor (PM014) |
Process |
Information warehouse (PM016) |
Process |
Third-party entity (PM018) |
Project |
Strategy (PR006) |
Project |
Communication channel (PR041) |
Project |
Communication item (PR042) |
Project |
Project role (PR043) |
Project |
Objective (PR061) |
Survey |
Degree of difficulty (SV029) |
Training |
Classroom (TR031) |
Training |
Training method (TR041) |
Conclusion
The export and import of files in compatible format facilitate the data integration process between different environments, providing an efficient way to manage information.