Bulk Upload Tool
Overview
In this section, we will describe how to setup and use bulk upload tool.
- Setup CRM fields as master data.
- Setup request type for specific entity and project.
- Add the users who will be authorized to use this type.
- Create upload request.
- Submit for approval.
- As reviewer, review/reject the request.
- As approver, approve/reject the request.
CRM Fields
Open the upload fields entity and create fields.
Fields Naming Convention
Use these standard naming conventions when creating a field.
|
Rule |
Description |
|
Entity name.lookup schema name.field name |
Referring to fields inside this lookup record --> Entity name.lookup schema name.field name (Special case for pricing structure) Ex: !blser_pricingstructure.blser_pricingstructure.blser_changeunit |
|
& |
Referring to lookup field inside related entity (Special case for pricing structure) --> &Parent entity.Lookup schema name.Lookup entity.Lookup entity name field schema name Ex: &blser_pricingstructure.blser_pricingstructure.bls_paymenttemplate.bls_name |
Request Type Setup
Open the Upload Request Type Entity and create a new type.
Upload Request
Open the upload request entity and create a new request.